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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
A icon
726
Agilent Technologies
A
$42B
$1.3K ﹤0.01%
11
-12
-52% -$1.33K
BWXT icon
727
BWX Technologies
BWXT
$15.5B
$1.3K ﹤0.01%
9
-6
-40% -$701
XEL icon
728
Xcel Energy
XEL
$48B
$1.29K ﹤0.01%
19
-16
-46% -$1.11K
JBHT icon
729
JB Hunt Transport Services
JBHT
$25B
$1.29K ﹤0.01%
9
+5
+125% +$692
SLB icon
730
SLB Ltd
SLB
$78.9B
$1.28K ﹤0.01%
38
-279
-88% -$9.68K
DOX icon
731
Amdocs
DOX
$6.22B
$1.28K ﹤0.01%
14
-7
-33% -$626
EXPD icon
732
Expeditors International
EXPD
$23.3B
$1.26K ﹤0.01%
11
-13
-54% -$1.46K
MEDP icon
733
Medpace
MEDP
$16.8B
$1.26K ﹤0.01%
4
-3
-43% -$901
SEZL
734
Sezzle
SEZL
$3.97B
$1.25K ﹤0.01%
+7
New +$620
ATR icon
735
AptarGroup
ATR
$8.5B
$1.25K ﹤0.01%
8
-6
-43% -$906
CNP icon
736
CenterPoint Energy
CNP
$26.4B
$1.25K ﹤0.01%
34
-22
-39% -$815
WAL icon
737
Western Alliance Bancorporation
WAL
$8.78B
$1.25K ﹤0.01%
16
-9
-36% -$647
CRK icon
738
Comstock Resources
CRK
$4.22B
$1.25K ﹤0.01%
45
-23
-34% -$524
SF
739
Stifel
SF
$12.6B
$1.25K ﹤0.01%
18
-14
-44% -$860
RGLD icon
740
Royal Gold
RGLD
$19.8B
$1.25K ﹤0.01%
7
-4
-36% -$708
OC icon
741
Owens Corning
OC
$12.2B
$1.24K ﹤0.01%
9
-10
-53% -$1.38K
VFC icon
742
VF Corp
VFC
$5.86B
$1.23K ﹤0.01%
105
-55
-34% -$682
ZBRA icon
743
Zebra Technologies
ZBRA
$17.9B
$1.23K ﹤0.01%
4
-2
-33% -$543
ATO icon
744
Atmos Energy
ATO
$28.4B
$1.23K ﹤0.01%
8
-17
-68% -$2.64K
DUOL icon
745
Duolingo
DUOL
$6.42B
$1.23K ﹤0.01%
3
+1
+50% +$439
DOCS icon
746
Doximity
DOCS
$4.57B
$1.23K ﹤0.01%
20
-4
-17% -$223
SGI
747
Somnigroup International
SGI
$13.6B
$1.23K ﹤0.01%
18
-13
-42% -$818
MUSA icon
748
Murphy USA
MUSA
$10.2B
$1.22K ﹤0.01%
3
-2
-40% -$909
EXP icon
749
Eagle Materials
EXP
$6.47B
$1.21K ﹤0.01%
6
-4
-40% -$862
MTCH icon
750
Match Group
MTCH
$8.43B
$1.21K ﹤0.01%
39
-812
-95% -$24.3K
28 29
30
31 32

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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.