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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XME icon
726
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
$15.6K ﹤0.01%
+144
New +$16.8K
VOD icon
727
Vodafone
VOD
$36.7B
$15.4K ﹤0.01%
1,024
+3
+0.3% +$44
NOVT icon
728
Novanta
NOVT
$6.34B
$15.2K ﹤0.01%
129
+2
+2% +$262
MT icon
729
ArcelorMittal
MT
$55.6B
$15.2K ﹤0.01%
293
+20
+7% +$1.11K
RPRX icon
730
Royalty Pharma
RPRX
$25.7B
$15.2K ﹤0.01%
317
+211
+199% +$9.24K
VMI icon
731
Valmont Industries
VMI
$9.52B
$15.2K ﹤0.01%
38
+2
+6% +$873
CRM icon
732
Salesforce
CRM
$162B
$15.2K ﹤0.01%
81
-233
-74% -$48.3K
AIT icon
733
Applied Industrial Technologies
AIT
$13B
$15.1K ﹤0.01%
57
+37
+185% +$10.1K
TMHC
734
DELISTED
Taylor Morrison
TMHC
$15.1K ﹤0.01%
259
-18
-6% -$1.13K
SLB icon
735
SLB Ltd
SLB
$79.7B
$15K ﹤0.01%
292
+34
+13% +$1.65K
PAVE icon
736
Global X US Infrastructure Development ETF
PAVE
$14.4B
$14.9K ﹤0.01%
294
+265
+914% +$13.8K
OSK icon
737
Oshkosh
OSK
$9.62B
$14.9K ﹤0.01%
101
+18
+22% +$2.81K
SMFG icon
738
Sumitomo Mitsui Financial
SMFG
$160B
$14.9K ﹤0.01%
752
+11
+1% +$231
GRID
739
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$14.7K ﹤0.01%
+90
New +$15K
ADSK icon
740
Autodesk
ADSK
$53.1B
$14.6K ﹤0.01%
61
-154
-72% -$38.7K
BWA icon
741
BorgWarner
BWA
$14.2B
$14.6K ﹤0.01%
269
+12
+5% +$633
SHC icon
742
Sotera Health
SHC
$5.45B
$14.3K ﹤0.01%
996
+220
+28% +$3.65K
ARKG icon
743
ARK Genomic Revolution ETF
ARKG
$1.79B
$14.2K ﹤0.01%
538
– –
TS icon
744
Tenaris
TS
$27B
$14.2K ﹤0.01%
244
– –
FBTC icon
745
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$14.2K ﹤0.01%
240
– –
STE icon
746
Steris
STE
$23.2B
$14.2K ﹤0.01%
64
-49
-43% -$12K
CRI icon
747
Carter's
CRI
$1.46B
$14.1K ﹤0.01%
394
– –
NVT icon
748
nVent Electric
NVT
$27.1B
$14.1K ﹤0.01%
119
+98
+467% +$11.1K
HOOD icon
749
Robinhood
HOOD
$84.9B
$14.1K ﹤0.01%
203
+48
+31% +$4.21K
SFM icon
750
Sprouts Farmers Market
SFM
$7.87B
$14K ﹤0.01%
182
+84
+86% +$6.27K
28 29
30
31 32

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.