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SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
651
United Therapeutics
UTHR
$22.7B
$29.3K ﹤0.01%
54
+3
+6% +$1.69K
RWR icon
652
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$29.1K ﹤0.01%
+258
New +$28.3K
DFSV
653
Dimensional US Small Cap Value ETF
DFSV
$8.37B
$29.1K ﹤0.01%
750
– –
ELAN icon
654
Elanco Animal Health
ELAN
$11.1B
$29K ﹤0.01%
1,180
-244
-17% -$5.64K
CR icon
655
Crane Co
CR
$12.7B
$29K ﹤0.01%
130
+50
+63% +$9.42K
NFRA icon
656
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
$29K ﹤0.01%
+452
New +$29.5K
FTAI icon
657
FTAI Aviation
FTAI
$22.1B
$28.9K ﹤0.01%
107
– –
SHC icon
658
Sotera Health
SHC
$5.41B
$28.8K ﹤0.01%
1,625
+629
+63% +$9.91K
OGS icon
659
ONE Gas
OGS
$4.96B
$28.8K ﹤0.01%
374
+295
+373% +$24.5K
NVCR icon
660
NovoCure
NVCR
$2.02B
$28.8K ﹤0.01%
1,902
-200
-10% -$3.03K
XLU icon
661
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$28.3K ﹤0.01%
624
– –
ALAB icon
662
Astera Labs
ALAB
$55B
$28K ﹤0.01%
58
+53
+1,060% +$14.1K
PNR icon
663
Pentair
PNR
$10.7B
$28K ﹤0.01%
365
+323
+769% +$25.6K
SO icon
664
Southern Company
SO
$105B
$27.9K ﹤0.01%
292
+65
+29% +$6.12K
WULF icon
665
TeraWulf
WULF
$8.08B
$27.9K ﹤0.01%
1,131
-1,057
-48% -$24.3K
MDB icon
666
MongoDB
MDB
$33.5B
$27.9K ﹤0.01%
83
-111
-57% -$33.3K
DRI icon
667
Darden Restaurants
DRI
$24.9B
$27.8K ﹤0.01%
135
+53
+65% +$10.6K
UL icon
668
Unilever
UL
$135B
$27.8K ﹤0.01%
462
+366
+381% +$21.2K
TRGP icon
669
Targa Resources
TRGP
$57.1B
$27.6K ﹤0.01%
103
+59
+134% +$15.2K
FLEX icon
670
Flex
FLEX
$44.2B
$27.6K ﹤0.01%
170
-1
-0.6% -$121
PAVE icon
671
Global X US Infrastructure Development ETF
PAVE
$14.3B
$27.5K ﹤0.01%
466
+172
+59% +$9.65K
PR
672
Permian Resources
PR
$17.8B
$27.4K ﹤0.01%
1,490
+77
+5% +$1.55K
GRID
673
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$27.4K ﹤0.01%
143
+53
+59% +$9.95K
AXS icon
674
AXIS Capital
AXS
$7.43B
$27.3K ﹤0.01%
254
-105
-29% -$10.5K
BIIB icon
675
Biogen
BIIB
$30.6B
$27.2K ﹤0.01%
126
+64
+103% +$12.2K
25 26
27
28 29

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.