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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
529
Increased
1,513
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
MORN icon
726
Morningstar
MORN
$7.54B
$24.2K ﹤0.01%
155
+130
+520% +$22.6K
ALLE icon
727
Allegion
ALLE
$14.1B
$24.2K ﹤0.01%
172
+150
+682% +$20.4K
AFG icon
728
American Financial Group
AFG
$11.9B
$24.1K ﹤0.01%
172
+148
+617% +$19.6K
EVRG icon
729
Evergy
EVRG
$18.9B
$23.9K ﹤0.01%
277
+164
+145% +$13.6K
SWK icon
730
Stanley Black & Decker
SWK
$15.5B
$23.9K ﹤0.01%
254
+162
+176% +$12.7K
TSCO icon
731
Tractor Supply
TSCO
$18B
$23.8K ﹤0.01%
754
+131
+21% +$4.53K
AA icon
732
Alcoa
AA
$13.6B
$23.8K ﹤0.01%
456
-68
-13% -$4.55K
PJT icon
733
PJT Partners
PJT
$4.33B
$23.7K ﹤0.01%
157
– –
FHN icon
734
First Horizon
FHN
$12B
$23.7K ﹤0.01%
923
+700
+314% +$17.1K
HIVE
735
HIVE Digital Technologies
HIVE
$711M
$23.7K ﹤0.01%
+6,500
New +$21K
MTDR icon
736
Matador Resources
MTDR
$6.46B
$23.6K ﹤0.01%
474
+423
+829% +$24K
INCY icon
737
Incyte
INCY
$24.6B
$23.6K ﹤0.01%
208
+107
+106% +$10.6K
JMEE icon
738
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.93B
$23.4K ﹤0.01%
+300
New +$22K
MFG icon
739
Mizuho Financial
MFG
$127B
$23.3K ﹤0.01%
2,429
+1,051
+76% +$9.44K
SSD icon
740
Simpson Manufacturing
SSD
$8B
$23.2K ﹤0.01%
111
+43
+63% +$8.04K
CCD
741
Calamos Dynamic Convertible & Income Fund
CCD
$741M
$23.2K ﹤0.01%
900
– –
ZION icon
742
Zions Bancorporation
ZION
$10.3B
$23K ﹤0.01%
333
+5
+2% +$315
SBRA icon
743
Sabra Healthcare REIT
SBRA
$5.28B
$23K ﹤0.01%
1,180
+1,129
+2,214% +$22.4K
IONQ icon
744
IonQ
IONQ
$17.2B
$23K ﹤0.01%
432
+421
+3,827% +$21.3K
RPRX icon
745
Royalty Pharma
RPRX
$25.8B
$22.9K ﹤0.01%
409
+92
+29% +$4.79K
HPQ icon
746
HP
HPQ
$27.3B
$22.8K ﹤0.01%
1,041
+215
+26% +$4.76K
SU icon
747
Suncor Energy
SU
$73.4B
$22.8K ﹤0.01%
424
+45
+12% +$2.85K
EXP icon
748
Eagle Materials
EXP
$6.47B
$22.7K ﹤0.01%
101
-14
-12% -$2.93K
ARKG icon
749
ARK Genomic Revolution ETF
ARKG
$1.78B
$22.6K ﹤0.01%
538
– –
GBCI icon
750
Glacier Bancorp
GBCI
$6.35B
$22.5K ﹤0.01%
437
+421
+2,631% +$20.3K
28 29
30
31 32

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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 529 new, 1,513 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 529 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.