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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTNX icon
651
Nutanix
NTNX
$17.4B
$21.8K ﹤0.01%
574
+335
+140% +$14.1K
EXP icon
652
Eagle Materials
EXP
$6.57B
$21.8K ﹤0.01%
115
-13
-10% -$2.77K
EQNR icon
653
Equinor
EQNR
$97.2B
$21.8K ﹤0.01%
516
+258
+100% +$7.78K
RBC icon
654
RBC Bearings
RBC
$17.5B
$21.7K ﹤0.01%
40
+22
+122% +$11.7K
ALC icon
655
Alcon
ALC
$36.4B
$21.6K ﹤0.01%
287
+9
+3% +$718
ZWS icon
656
Zurn Elkay Water Solutions
ZWS
$8.6B
$21.6K ﹤0.01%
481
– –
S icon
657
SentinelOne
S
$7.7B
$21.4K ﹤0.01%
1,665
+1,662
+55,400% +$23.1K
TMUS icon
658
T-Mobile US
TMUS
$192B
$21.4K ﹤0.01%
102
-90
-47% -$18.5K
FLGR icon
659
Franklin FTSE Germany ETF
FLGR
$39.4M
$21.2K ﹤0.01%
679
– –
PPL
660
PPL Corp
PPL
$26.5B
$21.1K ﹤0.01%
553
+8
+1% +$295
IT icon
661
Gartner
IT
$11.8B
$21.1K ﹤0.01%
133
-242
-65% -$44.5K
ENPH icon
662
Enphase Energy
ENPH
$5.59B
$20.8K ﹤0.01%
+550
New +$22.8K
STCE icon
663
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$211M
$20.7K ﹤0.01%
398
– –
SPSM icon
664
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$20.6K ﹤0.01%
426
– –
FNDE icon
665
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.96B
$20.6K ﹤0.01%
538
– –
DDOG icon
666
Datadog
DDOG
$88.6B
$20.4K ﹤0.01%
173
-151
-47% -$18.6K
VTR icon
667
Ventas
VTR
$44.6B
$20.3K ﹤0.01%
248
-34
-12% -$2.78K
KTOS icon
668
Kratos Defense & Security Solutions
KTOS
$12B
$20.2K ﹤0.01%
287
-42
-13% -$4.03K
RAAX icon
669
VanEck Inflation Allocation ETF
RAAX
$1.2B
$20.2K ﹤0.01%
+497
New +$19.6K
CCL icon
670
Carnival Corporation Ltd
CCL
$38B
$20.2K ﹤0.01%
781
+543
+228% +$15.8K
AEM icon
671
Agnico Eagle Mines
AEM
$92B
$20.1K ﹤0.01%
99
-28
-22% -$5.83K
AJG icon
672
Arthur J. Gallagher & Co
AJG
$65B
$19.9K ﹤0.01%
92
-29
-24% -$6.7K
JEPQ icon
673
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$19.8K ﹤0.01%
357
– –
AR icon
674
Antero Resources
AR
$11.6B
$19.8K ﹤0.01%
467
+16
+4% +$584
XBI icon
675
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$19.7K ﹤0.01%
154
– –
25 26
27
28 29

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SOCM
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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.