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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDYV icon
51
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.88B
$556K 0.09%
7,000
– –
IVV icon
52
iShares Core S&P 500 ETF
IVV
$904B
$535K 0.08%
861
-1,366
-61% -$784K
ICF icon
53
iShares Select U.S. REIT ETF
ICF
$2.11B
$523K 0.08%
8,550
– –
CAT icon
54
Caterpillar
CAT
$387B
$520K 0.08%
1,339
-15
-1% -$5K
MPC icon
55
Marathon Petroleum
MPC
$83.7B
$514K 0.08%
3,094
+573
+23% +$85.9K
PG icon
56
Procter & Gamble
PG
$339B
$503K 0.08%
3,157
-63
-2% -$10.3K
DTE icon
57
DTE Energy
DTE
$29.1B
$485K 0.08%
3,665
-6
-0.2% -$807
C icon
58
Citigroup
C
$226B
$478K 0.08%
5,614
+50
+0.9% +$3.61K
HD icon
59
Home Depot
HD
$355B
$472K 0.07%
1,287
-16
-1% -$5.79K
EMXC icon
60
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$471K 0.07%
7,462
-345
-4% -$20.1K
GEV icon
61
GE Vernova
GEV
$264B
$469K 0.07%
886
+207
+30% +$86.2K
DFAE icon
62
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
$463K 0.07%
16,010
– –
VNQI icon
63
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$462K 0.07%
10,000
-800
-7% -$34.5K
IBIT icon
64
iShares Bitcoin Trust
IBIT
$48.4B
$454K 0.07%
7,421
+117
+2% +$6.56K
JNJ icon
65
Johnson & Johnson
JNJ
$625B
$452K 0.07%
2,956
-138
-4% -$21.2K
IBM icon
66
IBM
IBM
$224B
$420K 0.07%
1,426
-15
-1% -$3.87K
KR icon
67
Kroger
KR
$34.8B
$414K 0.07%
5,773
-47
-0.8% -$3.25K
NFLX icon
68
Netflix
NFLX
$309B
$403K 0.06%
3,010
+730
+32% +$82.5K
WGS icon
69
GeneDx Holdings
WGS
$2.3B
$395K 0.06%
4,280
+709
+20% +$55.7K
CRWV
70
CoreWeave
CRWV
$49.5B
$384K 0.06%
+2,354
New +$217K
VUSB icon
71
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$357K 0.06%
7,167
-112
-2% -$5.56K
GLD icon
72
SPDR Gold Trust
GLD
$142B
$345K 0.05%
1,131
-108
-9% -$32.7K
FSLR icon
73
First Solar
FSLR
$26.9B
$340K 0.05%
2,055
-4
-0.2% -$591
BA icon
74
Boeing
BA
$185B
$335K 0.05%
1,597
+9
+0.6% +$1.7K
VST icon
75
Vistra
VST
$47.4B
$312K 0.05%
1,610
+353
+28% +$52.2K
1 2
3
4 5

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.