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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
Cap. Flow
+$38M
Cap. Flow %
4.8%
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
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
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
META icon
51
Meta Platforms (Facebook)
META
$1.51T
$924K 0.12%
1,400
-377
-21% -$252K
TSLA icon
52
Tesla
TSLA
$1.3T
$922K 0.12%
2,051
+81
+4% +$35.9K
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$163B
$905K 0.11%
12,000
+1,000
+9% +$74.7K
COST icon
54
Costco
COST
$420B
$881K 0.11%
1,021
+6
+0.6% +$5.44K
VTV icon
55
Vanguard Morningstar Value ETF
VTV
$192B
$816K 0.1%
4,274
-66
-2% -$12.4K
VTI icon
56
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$805K 0.1%
2,400
-18
-0.7% -$5.99K
C icon
57
Citigroup
C
$226B
$805K 0.1%
6,895
+895
+15% +$92.9K
BRK.A icon
58
Berkshire Hathaway Class A
BRK.A
$1.12T
$755K 0.1%
1
– –
ORCL icon
59
Oracle
ORCL
$423B
$730K 0.09%
3,747
-479
-11% -$114K
DFAS icon
60
Dimensional US Small Cap ETF
DFAS
$15.8B
$685K 0.09%
9,825
-300
-3% -$20.7K
LOW icon
61
Lowe's Companies
LOW
$125B
$677K 0.09%
2,808
-243
-8% -$58.3K
GEV icon
62
GE Vernova
GEV
$264B
$637K 0.08%
974
+19
+2% +$11.6K
QQQ icon
63
Invesco QQQ Trust
QQQ
$481B
$625K 0.08%
1,017
+17
+2% +$10.4K
VZ icon
64
Verizon
VZ
$196B
$619K 0.08%
15,193
+13,984
+1,157% +$567K
CSCO icon
65
Cisco
CSCO
$479B
$615K 0.08%
7,980
+46
+0.6% +$3.41K
CVX icon
66
Chevron
CVX
$366B
$599K 0.08%
3,933
-184
-4% -$28K
MDYV icon
67
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.88B
$593K 0.08%
7,000
– –
FSLR icon
68
First Solar
FSLR
$26.9B
$568K 0.07%
2,175
+112
+5% +$28.2K
HD icon
69
Home Depot
HD
$355B
$559K 0.07%
1,625
-149
-8% -$54.6K
VOO icon
70
Vanguard S&P 500 ETF
VOO
$1.03T
$545K 0.07%
869
+525
+153% +$326K
DFAE icon
71
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
$522K 0.07%
16,012
+1
+0% +$32
ICF icon
72
iShares Select U.S. REIT ETF
ICF
$2.11B
$516K 0.07%
8,653
+103
+1% +$6.25K
VGT icon
73
Vanguard Information Technology ETF
VGT
$149B
$510K 0.06%
5,408
+2,080
+63% +$198K
LIN icon
74
Linde
LIN
$226B
$509K 0.06%
1,193
+11
+0.9% +$4.71K
ABT icon
75
Abbott
ABT
$187B
$502K 0.06%
4,005
-2
-0% -$255
1 2
3
4 5

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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.