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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
SWX icon
776
Southwest Gas
SWX
$6.56B
$21.2K ﹤0.01%
239
+125
+110% +$11.2K
SPOT icon
777
Spotify
SPOT
$105B
$21.1K ﹤0.01%
46
+18
+64% +$8.58K
VST icon
778
Vistra
VST
$48B
$21.1K ﹤0.01%
133
+27
+25% +$4.19K
SFM icon
779
Sprouts Farmers Market
SFM
$7.96B
$21.1K ﹤0.01%
249
+67
+37% +$5.42K
AAL icon
780
American Airlines Group
AAL
$9.93B
$20.9K ﹤0.01%
1,159
+1,099
+1,832% +$14.7K
NOVT icon
781
Novanta
NOVT
$6.2B
$20.9K ﹤0.01%
129
– –
NYT icon
782
New York Times
NYT
$10.5B
$20.8K ﹤0.01%
297
-270
-48% -$20.8K
JLL icon
783
Jones Lang LaSalle
JLL
$16.4B
$20.8K ﹤0.01%
67
-12
-15% -$3.73K
WTFC icon
784
Wintrust Financial
WTFC
$10.7B
$20.7K ﹤0.01%
129
+69
+115% +$10.4K
NWL icon
785
Newell Brands
NWL
$2.51B
$20.7K ﹤0.01%
3,373
+1,333
+65% +$5.64K
AJG icon
786
Arthur J. Gallagher & Co
AJG
$64.7B
$20.7K ﹤0.01%
90
-2
-2% -$425
FTV icon
787
Fortive
FTV
$18.6B
$20.6K ﹤0.01%
338
+291
+619% +$17.5K
LINE
788
Lineage Inc
LINE
$9.42B
$20.5K ﹤0.01%
475
+279
+142% +$11K
HLI icon
789
Houlihan Lokey
HLI
$8.62B
$20.5K ﹤0.01%
153
+145
+1,813% +$21.4K
JXN icon
790
Jackson Financial
JXN
$8.83B
$20.5K ﹤0.01%
200
+173
+641% +$18.7K
SPYM
791
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$20.5K ﹤0.01%
233
– –
AVRE icon
792
Avantis Real Estate ETF
AVRE
$862M
$20.5K ﹤0.01%
432
– –
ABM icon
793
ABM Industries
ABM
$2.81B
$20.4K ﹤0.01%
462
+411
+806% +$16.9K
VGSR icon
794
Vert Global Sustainable Real Estate ETF
VGSR
$538M
$20.4K ﹤0.01%
1,794
– –
ACGL icon
795
Arch Capital
ACGL
$33.5B
$20.4K ﹤0.01%
210
-182
-46% -$17.2K
APO icon
796
Apollo Global Management
APO
$76B
$20.4K ﹤0.01%
172
+125
+266% +$15.7K
HQY icon
797
HealthEquity
HQY
$8.93B
$20.1K ﹤0.01%
223
+181
+431% +$15.3K
FLR icon
798
Fluor
FLR
$6.99B
$20.1K ﹤0.01%
384
-202
-34% -$9.89K
HAL icon
799
Halliburton
HAL
$28B
$20K ﹤0.01%
590
+94
+19% +$3.67K
DES icon
800
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$19.9K ﹤0.01%
+490
New +$18.9K
30 31
32
33 34

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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.