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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 | |
|---|---|---|---|---|---|---|
701
Sumitomo Mitsui Financial
SMFG
$160B
| $14.3K | ﹤0.01% |
+741
| New | +$12.8K |
|
702
Martin Marietta Materials
MLM
$33.3B
| $14.3K | ﹤0.01% |
23
+20
| +667% | +$12.4K |
|
703
Cooper Companies
COO
$15B
| $14.3K | ﹤0.01% |
174
+170
| +4,250% | +$12.7K |
|
704
Axalta
AXTA
$7.98B
| $14.2K | ﹤0.01% |
438
+408
| +1,360% | +$12K |
|
705
Cigna
CI
$72.4B
| $14K | ﹤0.01% |
51
+42
| +467% | +$11.8K |
|
706
Toro Company
TTC
$9.41B
| $13.9K | ﹤0.01% |
177
-468
| -73% | -$34.6K |
|
707
Prologis
PLD
$133B
| $13.9K | ﹤0.01% |
109
-277
| -72% | -$34.5K |
|
708
Alnylam Pharmaceuticals
ALNY
$29.6B
| $13.9K | ﹤0.01% |
35
+33
| +1,650% | +$14.6K |
|
709
American Homes 4 Rent
AMH
$12.2B
| $13.9K | ﹤0.01% |
432
-872
| -67% | -$27.9K |
|
710
Carpenter Technology
CRS
$26.7B
| $13.9K | ﹤0.01% |
44
+37
| +529% | +$11.1K |
|
711
Pilgrim's Pride
PPC
$6.4B
| $13.8K | ﹤0.01% |
355
+344
| +3,127% | +$13.2K |
|
712
Invitation Homes
INVH
$17.7B
| $13.8K | ﹤0.01% |
+497
| New | +$13.9K |
|
713
Diageo
DEO
$52.8B
| $13.8K | ﹤0.01% |
160
+52
| +48% | +$4.79K |
|
714
Workday
WDAY
$44.8B
| $13.7K | ﹤0.01% |
64
+7
| +12% | +$1.59K |
|
715
Suncor Energy
SU
$74B
| $13.7K | ﹤0.01% |
+309
| New | +$13.1K |
|
716
Sotera Health
SHC
$5.45B
| $13.7K | ﹤0.01% |
776
+752
| +3,133% | +$12.4K |
|
717
Vodafone
VOD
$36.7B
| $13.5K | ﹤0.01% |
1,021
+611
| +149% | +$7.39K |
|
718
iShares MSCI ACWI ETF
ACWI
$33.3B
| $13.4K | ﹤0.01% |
95
| – | – |
|
719
Lyft
LYFT
$6.64B
| $13.3K | ﹤0.01% |
689
+684
| +13,680% | +$14.2K |
|
720
MGM Resorts International
MGM
$11.1B
| $13.2K | ﹤0.01% |
+363
| New | +$12.3K |
|
721
Toast
TOST
$20.2B
| $13.2K | ﹤0.01% |
373
+279
| +297% | +$10.1K |
|
722
Cloudflare
NET
$109B
| $13.2K | ﹤0.01% |
67
+52
| +347% | +$11K |
|
|
Q
723
Qnity Electronics Inc
Q
$28.9B
| $13.1K | ﹤0.01% |
+161
| New | +$13.7K |
|
724
IDEX
IEX
$17.5B
| $13K | ﹤0.01% |
73
+67
| +1,117% | +$11.4K |
|
725
Global X Uranium ETF
URA
$6.3B
| $12.9K | ﹤0.01% |
302
| – | – |
|
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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.