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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
(+8.1%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$6.39M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.77M |
| 3 |
Vanguard Core Bond ETF
VCRB
|
+$4.33M |
| 4 |
Apple
AAPL
|
+$2.49M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$873K |
| 2 |
Vistra
VST
|
+$372K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$260K |
| 4 |
Meta Platforms (Facebook)
META
|
+$252K |
| 5 |
Healthpeak Properties
DOC
|
+$190K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.65% |
| 2 | Healthcare | 3.61% |
| 3 | Consumer Staples | 2.82% |
| 4 | Financials | 2.32% |
| 5 | Communication Services | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Insulet
PODD
$10B
| $16.8K | ﹤0.01% |
59
+57
| +2,850% | +$17.8K |
|
677
GoDaddy
GDDY
$11.5B
| $16.8K | ﹤0.01% |
135
+125
| +1,250% | +$16.2K |
|
678
Norwegian Cruise Line
NCLH
$8.59B
| $16.7K | ﹤0.01% |
746
+712
| +2,094% | +$15K |
|
679
Etsy
ETSY
$7.29B
| $16.5K | ﹤0.01% |
297
-465
| -61% | -$28.4K |
|
|
NVO
680
Novo Nordisk
NVO
$207B
| $16.3K | ﹤0.01% |
321
+171
| +114% | +$8.74K |
|
|
TMHC
681
DELISTED
Taylor Morrison
TMHC
| $16.3K | ﹤0.01% |
277
+258
| +1,358% | +$15.8K |
|
682
Prudential Financial
PRU
$42.2B
| $16.3K | ﹤0.01% |
144
+28
| +24% | +$3K |
|
683
SEI Investments
SEIC
$12.6B
| $16.2K | ﹤0.01% |
198
-159
| -45% | -$13.1K |
|
684
SiteOne Landscape Supply
SITE
$4.32B
| $16.2K | ﹤0.01% |
130
+127
| +4,233% | +$16.1K |
|
685
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
| $16K | ﹤0.01% |
182
| – | – |
|
686
Honda
HMC
$41.1B
| $16K | ﹤0.01% |
543
+343
| +172% | +$10.4K |
|
687
Paylocity
PCTY
$7.7B
| $15.9K | ﹤0.01% |
104
-194
| -65% | -$28.9K |
|
688
Charter Communications
CHTR
$18.8B
| $15.7K | ﹤0.01% |
+75
| New | +$16.9K |
|
689
ARK Genomic Revolution ETF
ARKG
$1.79B
| $15.6K | ﹤0.01% |
538
| – | – |
|
690
Antero Resources
AR
$11.6B
| $15.5K | ﹤0.01% |
451
+413
| +1,087% | +$14K |
|
691
Marvell Technology
MRVL
$191B
| $15.4K | ﹤0.01% |
181
+158
| +687% | +$13.8K |
|
692
Arcutis Biotherapeutics
ARQT
$3.3B
| $15.4K | ﹤0.01% |
529
+391
| +283% | +$10K |
|
|
EXAS
693
DELISTED
Exact Sciences
EXAS
| $15.3K | ﹤0.01% |
151
+148
| +4,933% | +$11.9K |
|
694
Novanta
NOVT
$6.34B
| $15.1K | ﹤0.01% |
+127
| New | +$14.5K |
|
695
Takeda Pharmaceutical
TAK
$55.8B
| $15K | ﹤0.01% |
+961
| New | +$13.7K |
|
696
EQT Corp
EQT
$34B
| $14.8K | ﹤0.01% |
276
+245
| +790% | +$13.8K |
|
697
Schwab Fundamental International Large Company Index ETF
FNDF
$25.6B
| $14.6K | ﹤0.01% |
323
| – | – |
|
698
FT Vest US Equity Deep Buffer ETF February
DFEB
$463M
| $14.6K | ﹤0.01% |
305
| – | – |
|
699
Oscar Health
OSCR
$8.63B
| $14.5K | ﹤0.01% |
1,011
+1,000
| +9,091% | +$17.3K |
|
700
Valmont Industries
VMI
$9.52B
| $14.5K | ﹤0.01% |
36
+16
| +80% | +$6.51K |
|
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SJS Investment Consulting's Q4 2025 Portfolio in Review
As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.
On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.
- SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
- SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
- SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
- SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
- SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
- SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
- SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.
Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.