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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
U icon
751
Unity
U
$19B
$22.5K ﹤0.01%
787
+748
+1,918% +$19.9K
AGG icon
752
iShares Core US Aggregate Bond ETF
AGG
$137B
$22.4K ﹤0.01%
226
– –
PSA icon
753
Public Storage
PSA
$60.8B
$22.3K ﹤0.01%
70
+24
+52% +$7.34K
ING icon
754
ING
ING
$101B
$22.3K ﹤0.01%
+710
New +$21K
EVR icon
755
Evercore
EVR
$11.5B
$22.2K ﹤0.01%
65
+22
+51% +$7.53K
RRC icon
756
Range Resources
RRC
$9.41B
$22.2K ﹤0.01%
596
+558
+1,468% +$22.7K
CBT icon
757
Cabot Corp
CBT
$4.46B
$22.2K ﹤0.01%
244
+229
+1,527% +$18.7K
SAN icon
758
Banco Santander
SAN
$210B
$22.1K ﹤0.01%
1,602
+499
+45% +$6.18K
RLI icon
759
RLI Corp
RLI
$5.83B
$22.1K ﹤0.01%
374
+358
+2,238% +$19.2K
KEYS icon
760
Keysight
KEYS
$57.3B
$22.1K ﹤0.01%
63
+15
+31% +$5.12K
BBVA icon
761
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$22K ﹤0.01%
877
+559
+176% +$12.8K
VMI icon
762
Valmont Industries
VMI
$9.5B
$21.9K ﹤0.01%
38
– –
JEPQ icon
763
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$21.9K ﹤0.01%
357
– –
FLGR icon
764
Franklin FTSE Germany ETF
FLGR
$39.3M
$21.8K ﹤0.01%
679
– –
ARW icon
765
Arrow Electronics
ARW
$10.3B
$21.8K ﹤0.01%
102
+35
+52% +$6.99K
NODE
766
VanEck Onchain Economy ETF
NODE
$62.7M
$21.7K ﹤0.01%
500
– –
AKAM icon
767
Akamai
AKAM
$16.9B
$21.6K ﹤0.01%
183
+142
+346% +$17.7K
GTLB icon
768
GitLab
GTLB
$6.88B
$21.6K ﹤0.01%
708
+313
+79% +$7.94K
BTI icon
769
British American Tobacco
BTI
$123B
$21.6K ﹤0.01%
349
+78
+29% +$4.71K
SOFI icon
770
SoFi Technologies
SOFI
$23.4B
$21.6K ﹤0.01%
1,202
+12
+1% +$203
CRWV
771
CoreWeave
CRWV
$48.1B
$21.5K ﹤0.01%
216
+66
+44% +$7.13K
CERT icon
772
Certara
CERT
$1.23B
$21.4K ﹤0.01%
3,267
+3,233
+9,509% +$18.2K
FLG
773
Flagstar Bank National Association
FLG
$5.82B
$21.3K ﹤0.01%
1,428
+735
+106% +$10.4K
LSTR icon
774
Landstar System
LSTR
$6.05B
$21.3K ﹤0.01%
103
+51
+98% +$9.75K
USB icon
775
US Bancorp
USB
$100B
$21.2K ﹤0.01%
351
-82
-19% -$4.59K
29 30
31
32 33

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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.