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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
528
Increased
1,514
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
VXUS icon
51
Vanguard Total International Stock ETF
VXUS
$153B
$983K 0.11%
11,500
– –
TSM icon
52
TSMC
TSM
$2.03T
$979K 0.11%
2,050
-301
-13% -$122K
SCHW
53
Charles Schwab
SCHW
$184B
$969K 0.11%
10,497
+95
+0.9% +$8.66K
VTI icon
54
Vanguard Total Stock Market ETF
VTI
$656B
$961K 0.1%
2,598
+181
+7% +$64.7K
BSCS icon
55
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$941K 0.1%
46,196
+12,248
+36% +$250K
TSLA icon
56
Tesla
TSLA
$1.21T
$937K 0.1%
2,228
-76
-3% -$30.2K
BSCT icon
57
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$933K 0.1%
50,247
+13,440
+37% +$250K
VTV icon
58
Vanguard Value ETF
VTV
$190B
$911K 0.1%
4,180
– –
AVGO icon
59
Broadcom
AVGO
$1.81T
$905K 0.1%
2,395
-47
-2% -$18.8K
QQQ icon
60
Invesco QQQ Trust
QQQ
$445B
$888K 0.1%
1,206
-29
-2% -$20K
BSCR icon
61
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$874K 0.1%
44,583
+12,709
+40% +$250K
NEE icon
62
NextEra Energy
NEE
$186B
$810K 0.09%
9,225
+375
+4% +$33.9K
AAOI icon
63
Applied Optoelectronics
AAOI
$7.07B
$806K 0.09%
5,441
+4,991
+1,109% +$811K
VOO icon
64
Vanguard S&P 500 ETF
VOO
$971B
$804K 0.09%
1,170
+101
+9% +$67.3K
HD icon
65
Home Depot
HD
$343B
$799K 0.09%
2,265
+108
+5% +$35.1K
DFAS icon
66
Dimensional US Small Cap ETF
DFAS
$15.5B
$770K 0.08%
9,354
-471
-5% -$36.5K
CVX icon
67
Chevron
CVX
$374B
$765K 0.08%
4,615
+338
+8% +$62.9K
AMD icon
68
Advanced Micro Devices
AMD
$741B
$763K 0.08%
1,313
-232
-15% -$95.1K
LRCX icon
69
Lam Research
LRCX
$337B
$760K 0.08%
1,754
-41
-2% -$12.4K
META icon
70
Meta Platforms (Facebook)
META
$1.51T
$759K 0.08%
1,348
+33
+3% +$20.2K
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.1T
$749K 0.08%
1
– –
DELL icon
72
Dell
DELL
$253B
$747K 0.08%
1,732
-516
-23% -$149K
GWW icon
73
W.W. Grainger
GWW
$66B
$722K 0.08%
531
-6
-1% -$7.39K
LIN icon
74
Linde
LIN
$236B
$675K 0.07%
1,301
-21
-2% -$10.6K
MDYV icon
75
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.79B
$664K 0.07%
7,000
– –
1 2
3
4 5

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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 528 new, 1,514 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 528 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.