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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
DRVN icon
726
Driven Brands
DRVN
$2.04B
$12.8K ﹤0.01%
865
+851
+6,079% +$12.7K
HUM icon
727
Humana
HUM
$44.8B
$12.8K ﹤0.01%
50
-144
-74% -$37.8K
SIGI icon
728
Selective Insurance
SIGI
$5.6B
$12.8K ﹤0.01%
153
+152
+15,200% +$12.2K
CRI icon
729
Carter's
CRI
$1.46B
$12.8K ﹤0.01%
394
+2
+0.5% +$62
NWG icon
730
NatWest
NWG
$75.8B
$12.7K ﹤0.01%
+728
New +$11.5K
AON icon
731
Aon
AON
$75.6B
$12.7K ﹤0.01%
36
+29
+414% +$10.1K
PSEP icon
732
Innovator US Equity Power Buffer ETF September
PSEP
$841M
$12.7K ﹤0.01%
290
– –
GT icon
733
Goodyear
GT
$1.75B
$12.5K ﹤0.01%
1,431
+1,308
+1,063% +$10.3K
BNS icon
734
Scotiabank
BNS
$108B
$12.5K ﹤0.01%
+170
New +$11.6K
MUSA icon
735
Murphy USA
MUSA
$10B
$12.5K ﹤0.01%
31
+28
+933% +$10.7K
WCC
736
WESCO International
WCC
$17.8B
$12.5K ﹤0.01%
51
+11
+28% +$2.7K
MT icon
737
ArcelorMittal
MT
$55.6B
$12.4K ﹤0.01%
+273
New +$11.2K
OGE icon
738
OGE Energy
OGE
$9.57B
$12.4K ﹤0.01%
290
+91
+46% +$4.06K
NTNX icon
739
Nutanix
NTNX
$17.4B
$12.4K ﹤0.01%
239
-470
-66% -$28.7K
DUOL icon
740
Duolingo
DUOL
$6.34B
$12.3K ﹤0.01%
70
+68
+3,400% +$16K
VRTX icon
741
Vertex Pharmaceuticals
VRTX
$134B
$12.2K ﹤0.01%
27
– –
TBN
742
Tamboran Resources
TBN
$1.26B
$12.1K ﹤0.01%
+446
New +$11.3K
SHFS icon
743
SHF Holdings
SHFS
$1.13M
$12K ﹤0.01%
11,313
– –
RSP icon
744
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$11.9K ﹤0.01%
62
– –
BBIO icon
745
BridgeBio Pharma
BBIO
$16.4B
$11.9K ﹤0.01%
155
+139
+869% +$9.12K
CRBG icon
746
Corebridge Financial
CRBG
$14.9B
$11.8K ﹤0.01%
392
+362
+1,207% +$11.1K
BWA icon
747
BorgWarner
BWA
$14.2B
$11.6K ﹤0.01%
257
+231
+888% +$10.1K
PNR icon
748
Pentair
PNR
$10.7B
$11.6K ﹤0.01%
111
+29
+35% +$3.1K
OXY icon
749
Occidental Petroleum
OXY
$59B
$11.5K ﹤0.01%
280
+148
+112% +$6.18K
IDXX icon
750
Idexx Laboratories
IDXX
$46.2B
$11.5K ﹤0.01%
17
-2
-11% -$1.36K
28 29
30
31 32

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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.