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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFX icon
651
Equifax
EFX
$21.3B
$1.56K ﹤0.01%
6
-5
-45% -$1.27K
SNA icon
652
Snap-on
SNA
$21.3B
$1.56K ﹤0.01%
5
-4
-44% -$1.27K
EOG icon
653
EOG Resources
EOG
$74.6B
$1.55K ﹤0.01%
13
-37
-74% -$4.23K
RMD icon
654
ResMed
RMD
$31.9B
$1.55K ﹤0.01%
6
-3
-33% -$716
BBY icon
655
Best Buy
BBY
$17.4B
$1.54K ﹤0.01%
23
-10
-30% -$679
NVT icon
656
nVent Electric
NVT
$26.3B
$1.54K ﹤0.01%
21
-15
-42% -$921
SNPS icon
657
Synopsys
SNPS
$78.8B
$1.54K ﹤0.01%
3
– –
JLL icon
658
Jones Lang LaSalle
JLL
$16.4B
$1.53K ﹤0.01%
6
-5
-45% -$1.15K
OCUL icon
659
Ocular Therapeutix
OCUL
$2.03B
$1.53K ﹤0.01%
165
– –
WST icon
660
West Pharmaceutical
WST
$24.8B
$1.53K ﹤0.01%
7
-3
-30% -$641
TDG icon
661
TransDigm Group
TDG
$67.6B
$1.52K ﹤0.01%
1
-1
-50% -$1.41K
COHR icon
662
Coherent
COHR
$63.6B
$1.52K ﹤0.01%
17
-11
-39% -$792
MLI icon
663
Mueller Industries
MLI
$15.2B
$1.51K ﹤0.01%
38
-26
-41% -$981
OKTA icon
664
Okta
OKTA
$26.2B
$1.5K ﹤0.01%
15
-8
-35% -$854
IR icon
665
Ingersoll Rand
IR
$33.6B
$1.5K ﹤0.01%
18
-12
-40% -$946
GL icon
666
Globe Life
GL
$14.2B
$1.49K ﹤0.01%
12
-7
-37% -$850
STT icon
667
State Street
STT
$51.3B
$1.49K ﹤0.01%
14
-9
-39% -$832
XLV icon
668
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$1.48K ﹤0.01%
11
-40
-78% -$5.4K
ZM icon
669
Zoom
ZM
$31.4B
$1.48K ﹤0.01%
19
-8
-30% -$618
DDOG icon
670
Datadog
DDOG
$93.6B
$1.48K ﹤0.01%
11
+2
+22% +$221
DAPP icon
671
VanEck Digital Transformation ETF
DAPP
$222M
$1.48K ﹤0.01%
89
– –
HBAN icon
672
Huntington Bancshares
HBAN
$35.6B
$1.48K ﹤0.01%
88
-55
-38% -$830
AVGE icon
673
Avantis All Equity Markets ETF
AVGE
$1.15B
$1.47K ﹤0.01%
19
– –
EHC icon
674
Encompass Health
EHC
$12.5B
$1.47K ﹤0.01%
12
-7
-37% -$799
WWD icon
675
Woodward
WWD
$21B
$1.47K ﹤0.01%
6
-5
-45% -$1.02K
25 26
27
28 29

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.