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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
+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
(+8.1%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
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 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.77M |
| 3 |
Vanguard Core Bond ETF
VCRB
|
+$4.33M |
| 4 |
Apple
AAPL
|
+$2.49M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$873K |
| 2 |
Vistra
VST
|
+$372K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$260K |
| 4 |
Meta Platforms (Facebook)
META
|
+$252K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
751
AstraZeneca
AZN
$246B
| $11.5K | ﹤0.01% |
63
+59
| +1,475% | +$10.3K |
|
752
Sanofi
SNY
$104B
| $11.4K | ﹤0.01% |
+235
| New | +$11.6K |
|
753
Lloyds Banking Group
LYG
$88.5B
| $11.1K | ﹤0.01% |
+2,102
| New | +$10.2K |
|
|
GTLS
754
DELISTED
Chart Industries
GTLS
| $11.1K | ﹤0.01% |
54
+49
| +980% | +$9.93K |
|
755
Incyte
INCY
$24.5B
| $11.1K | ﹤0.01% |
112
+98
| +700% | +$9.48K |
|
756
Autoliv
ALV
$8.96B
| $11K | ﹤0.01% |
93
+84
| +933% | +$10K |
|
757
Simpson Manufacturing
SSD
$8.19B
| $11K | ﹤0.01% |
68
+63
| +1,260% | +$10.7K |
|
758
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
| $10.9K | ﹤0.01% |
245
| – | – |
|
759
abrdn Physical Palladium Shares ETF
PALL
$673M
| $10.9K | ﹤0.01% |
375
| – | – |
|
760
Portland General Electric
POR
$5.69B
| $10.9K | ﹤0.01% |
227
+220
| +3,143% | +$10.4K |
|
761
Primerica
PRI
$9.63B
| $10.9K | ﹤0.01% |
42
+14
| +50% | +$3.65K |
|
762
Teradyne
TER
$59.3B
| $10.8K | ﹤0.01% |
56
+47
| +522% | +$8.06K |
|
763
Service Corp International
SCI
$11.4B
| $10.8K | ﹤0.01% |
139
+21
| +18% | +$1.68K |
|
|
BITW
764
Bitwise 10 Crypto Index ETF
BITW
$609M
| $10.8K | ﹤0.01% |
+184
| New | +$11K |
|
765
Farmers National Banc Corp
FMNB
$952M
| $10.8K | ﹤0.01% |
811
+3
| +0.4% | +$41 |
|
766
Hewlett Packard
HPE
$72B
| $10.8K | ﹤0.01% |
449
+67
| +18% | +$1.58K |
|
|
CRWV
767
CoreWeave
CRWV
$49.3B
| $10.7K | ﹤0.01% |
150
| – | – |
|
768
Moody's
MCO
$82.5B
| $10.7K | ﹤0.01% |
21
+16
| +320% | +$7.81K |
|
769
Nasdaq
NDAQ
$53.1B
| $10.7K | ﹤0.01% |
110
+91
| +479% | +$8.18K |
|
770
TransDigm Group
TDG
$68.7B
| $10.6K | ﹤0.01% |
8
+7
| +700% | +$9.18K |
|
771
Align Technology
ALGN
$12.3B
| $10.6K | ﹤0.01% |
+68
| New | +$9.74K |
|
772
Banco Santander
SAN
$210B
| $10.5K | ﹤0.01% |
+894
| New | +$9.49K |
|
773
Thor Industries
THO
$4.23B
| $10.5K | ﹤0.01% |
102
+73
| +252% | +$7.59K |
|
774
Oshkosh
OSK
$9.62B
| $10.4K | ﹤0.01% |
83
-135
| -62% | -$17.4K |
|
775
National Grid
NGG
$80.7B
| $10.4K | ﹤0.01% |
+134
| New | +$10.1K |
|
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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.