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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
AER icon
751
AerCap
AER
$23.6B
$14K ﹤0.01%
102
-44
-30% -$6.29K
PCAR icon
752
PACCAR
PCAR
$68.7B
$14K ﹤0.01%
121
+42
+53% +$5.08K
FYX icon
753
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.4B
$13.8K ﹤0.01%
+116
New +$14K
AWI icon
754
Armstrong World Industries
AWI
$7.7B
$13.8K ﹤0.01%
84
-225
-73% -$41.1K
VRTX icon
755
Vertex Pharmaceuticals
VRTX
$134B
$13.8K ﹤0.01%
31
+4
+15% +$1.86K
RPM icon
756
RPM International
RPM
$14.6B
$13.8K ﹤0.01%
139
-464
-77% -$50.1K
ESTC icon
757
Elastic
ESTC
$7.9B
$13.8K ﹤0.01%
276
-930
-77% -$57.1K
IFF icon
758
International Flavors & Fragrances
IFF
$21.5B
$13.8K ﹤0.01%
190
+67
+54% +$4.92K
FTC icon
759
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$13.7K ﹤0.01%
+89
New +$14.4K
CR icon
760
Crane Co
CR
$12.8B
$13.7K ﹤0.01%
80
-11
-12% -$2.11K
CHE icon
761
Chemed
CHE
$6.95B
$13.6K ﹤0.01%
36
+27
+300% +$11.6K
SPOT icon
762
Spotify
SPOT
$101B
$13.6K ﹤0.01%
28
+16
+133% +$8.03K
KEYS icon
763
Keysight
KEYS
$60.5B
$13.6K ﹤0.01%
48
+31
+182% +$7.77K
MRVL icon
764
Marvell Technology
MRVL
$199B
$13.5K ﹤0.01%
136
-45
-25% -$3.78K
NGG icon
765
National Grid
NGG
$81.8B
$13.4K ﹤0.01%
158
+24
+18% +$2.07K
OKLO
766
Oklo
OKLO
$8.59B
$13.3K ﹤0.01%
268
– –
NVR icon
767
NVR
NVR
$16.8B
$13.2K ﹤0.01%
2
+1
+100% +$7.29K
MGM icon
768
MGM Resorts International
MGM
$11B
$13.2K ﹤0.01%
356
-7
-2% -$249
ACWI icon
769
iShares MSCI ACWI ETF
ACWI
$33.4B
$13.1K ﹤0.01%
95
– –
SIGI icon
770
Selective Insurance
SIGI
$5.63B
$13.1K ﹤0.01%
174
+21
+14% +$1.72K
GGG icon
771
Graco
GGG
$13.2B
$13K ﹤0.01%
154
+123
+397% +$10.9K
SAP icon
772
SAP
SAP
$235B
$13K ﹤0.01%
76
-12
-14% -$2.48K
QBTS icon
773
D-Wave Quantum Inc. Common Stock
QBTS
$7.65B
$13K ﹤0.01%
898
+547
+156% +$11.6K
VRSK icon
774
Verisk Analytics
VRSK
$23.3B
$12.9K ﹤0.01%
68
+31
+84% +$6.29K
PGR icon
775
Progressive
PGR
$123B
$12.9K ﹤0.01%
65
-101
-61% -$20.8K
29 30
31
32 33

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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.