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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
DECK icon
701
Deckers Outdoor
DECK
$13.3B
$25.9K ﹤0.01%
261
-4
-2% -$421
NOK icon
702
Nokia
NOK
$51B
$25.9K ﹤0.01%
1,950
+1,500
+333% +$19.3K
TEL icon
703
TE Connectivity
TEL
$62B
$25.8K ﹤0.01%
128
+87
+212% +$18.5K
TSLY icon
704
YieldMax TSLA Option Income Strategy ETF
TSLY
$665M
$25.7K ﹤0.01%
899
+50
+6% +$1.46K
ESS icon
705
Essex Property Trust
ESS
$18.2B
$25.7K ﹤0.01%
88
+67
+319% +$18K
HONA
706
Honeywell Aerospace
HONA
$51.7B
$25.6K ﹤0.01%
+116
New +$25.6K
CNH
707
CNH Industrial
CNH
$16.9B
$25.6K ﹤0.01%
2,278
-87
-4% -$926
QRVO icon
708
Qorvo
QRVO
$8.56B
$25.6K ﹤0.01%
274
-53
-16% -$4.89K
STCE icon
709
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$209M
$25.4K ﹤0.01%
363
-35
-9% -$2.46K
AIT icon
710
Applied Industrial Technologies
AIT
$13.2B
$25.4K ﹤0.01%
75
+18
+32% +$5.52K
TMFG icon
711
Motley Fool Global Opportunities ETF
TMFG
$361M
$25.3K ﹤0.01%
824
– –
CBU icon
712
Community Bank
CBU
$3.37B
$25.2K ﹤0.01%
376
+368
+4,600% +$23.3K
VTR icon
713
Ventas
VTR
$47.2B
$25.2K ﹤0.01%
284
+36
+15% +$3.07K
EFA icon
714
iShares MSCI EAFE ETF
EFA
$79.8B
$25.1K ﹤0.01%
242
– –
RS icon
715
Reliance Steel & Aluminium
RS
$21.9B
$25K ﹤0.01%
67
+47
+235% +$17.2K
BTC
716
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$24.9K ﹤0.01%
961
– –
XME icon
717
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
$24.9K ﹤0.01%
233
+89
+62% +$10.4K
POR icon
718
Portland General Electric
POR
$5.66B
$24.9K ﹤0.01%
480
+308
+179% +$15.6K
TTEK icon
719
Tetra Tech
TTEK
$8.97B
$24.9K ﹤0.01%
861
-323
-27% -$9.48K
DAR icon
720
Darling Ingredients
DAR
$9.91B
$24.6K ﹤0.01%
451
+28
+7% +$1.67K
SPSM icon
721
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$24.6K ﹤0.01%
426
– –
HR icon
722
Healthcare Realty
HR
$6.73B
$24.5K ﹤0.01%
1,213
+810
+201% +$15.7K
XBI icon
723
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$24.4K ﹤0.01%
154
– –
SRE icon
724
Sempra
SRE
$55.1B
$24.3K ﹤0.01%
262
+184
+236% +$17.1K
UDR icon
725
UDR
UDR
$12.1B
$24.3K ﹤0.01%
+608
New +$22.5K
27 28
29
30 31

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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.