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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
UBS icon
701
UBS Group
UBS
$176B
$17.6K ﹤0.01%
451
+10
+2% +$428
VFC icon
702
VF Corp
VFC
$5.81B
$17.6K ﹤0.01%
1,037
+916
+757% +$17.3K
KGC icon
703
Kinross Gold
KGC
$32.3B
$17.6K ﹤0.01%
576
-65
-10% -$2.13K
OMF icon
704
OneMain Financial
OMF
$7.32B
$17.4K ﹤0.01%
326
+34
+12% +$2.02K
IRDM icon
705
Iridium Communications
IRDM
$5.23B
$17.2K ﹤0.01%
619
+371
+150% +$8.35K
HAE icon
706
Haemonetics
HAE
$3.97B
$17.1K ﹤0.01%
304
+49
+19% +$3.19K
PAGP icon
707
Plains GP Holdings
PAGP
$4.97B
$17.1K ﹤0.01%
+705
New +$15.4K
ROK icon
708
Rockwell Automation
ROK
$49.6B
$16.9K ﹤0.01%
47
+23
+96% +$9.08K
SBAC icon
709
SBA Communications
SBAC
$19.3B
$16.9K ﹤0.01%
98
-120
-55% -$22.5K
AEE icon
710
Ameren
AEE
$29.8B
$16.8K ﹤0.01%
153
+93
+155% +$9.94K
ICUI icon
711
ICU Medical
ICUI
$4.55B
$16.8K ﹤0.01%
130
-137
-51% -$19.7K
ARES icon
712
Ares Management
ARES
$32.3B
$16.6K ﹤0.01%
152
+110
+262% +$14.6K
DLN icon
713
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$16.3K ﹤0.01%
182
– –
URA icon
714
Global X Uranium ETF
URA
$6.3B
$16.2K ﹤0.01%
335
+33
+11% +$1.72K
NODE
715
VanEck Onchain Economy ETF
NODE
$63.3M
$16.2K ﹤0.01%
500
– –
BITB icon
716
Bitwise Bitcoin ETF
BITB
$2.43B
$16.2K ﹤0.01%
439
– –
DRI icon
717
Darden Restaurants
DRI
$24.9B
$16.1K ﹤0.01%
82
+37
+82% +$7.61K
EXLS icon
718
EXL Service
EXLS
$5.29B
$16K ﹤0.01%
527
+93
+21% +$3.21K
VST icon
719
Vistra
VST
$48.6B
$15.9K ﹤0.01%
106
+51
+93% +$8.26K
HPQ icon
720
HP
HPQ
$26.6B
$15.9K ﹤0.01%
826
-140
-14% -$2.72K
BTI icon
721
British American Tobacco
BTI
$122B
$15.8K ﹤0.01%
271
+101
+59% +$5.98K
FNDF icon
722
Schwab Fundamental International Large Company Index ETF
FNDF
$25.6B
$15.8K ﹤0.01%
323
– –
CHTR icon
723
Charter Communications
CHTR
$18.8B
$15.8K ﹤0.01%
73
-2
-3% -$433
ADT icon
724
ADT
ADT
$5.44B
$15.7K ﹤0.01%
2,390
-472
-16% -$3.54K
RCL icon
725
Royal Caribbean
RCL
$82.1B
$15.7K ﹤0.01%
57
+24
+73% +$7.15K
27 28
29
30 31

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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.