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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
776
MSCI
MSCI
$41B
$1.15K ﹤0.01%
2
-8
-80% -$4.43K
AEE icon
777
Ameren
AEE
$29.8B
$1.15K ﹤0.01%
12
-8
-40% -$777
OMC icon
778
Omnicom Group
OMC
$23.8B
$1.15K ﹤0.01%
16
-132
-89% -$9.75K
ESP icon
779
Espey Mfg & Electronics Corp
ESP
$190M
$1.15K ﹤0.01%
+25
New +$864
JEF icon
780
Jefferies Financial Group
JEF
$12.8B
$1.15K ﹤0.01%
21
-20
-49% -$990
WEC icon
781
WEC Energy
WEC
$34.7B
$1.15K ﹤0.01%
11
-8
-42% -$851
ALSN icon
782
Allison Transmission
ALSN
$10.4B
$1.14K ﹤0.01%
12
-8
-40% -$773
RRC icon
783
Range Resources
RRC
$9.52B
$1.14K ﹤0.01%
28
-26
-48% -$980
SNV
784
DELISTED
Synovus
SNV
$1.14K ﹤0.01%
22
-10
-31% -$460
AFG icon
785
American Financial Group
AFG
$12B
$1.14K ﹤0.01%
9
-8
-47% -$1K
FOX icon
786
Fox Class B
FOX
$23.4B
$1.14K ﹤0.01%
22
-10
-31% -$487
ATI icon
787
ATI
ATI
$31.2B
$1.12K ﹤0.01%
13
-5
-28% -$342
Z icon
788
Zillow
Z
$7.8B
$1.12K ﹤0.01%
16
-16
-50% -$1.08K
COKE icon
789
Coca-Cola Consolidated
COKE
$12.1B
$1.12K ﹤0.01%
10
-10
-50% -$1.21K
WTFC icon
790
Wintrust Financial
WTFC
$10.8B
$1.12K ﹤0.01%
9
-6
-40% -$688
BUR icon
791
Burford Capital
BUR
$955M
$1.11K ﹤0.01%
78
– –
PNFP icon
792
Pinnacle Financial Partners Inc
PNFP
$16B
$1.1K ﹤0.01%
10
-5
-33% -$516
NWSA icon
793
News Corp Class A
NWSA
$15.5B
$1.1K ﹤0.01%
37
-26
-41% -$715
AROC icon
794
Archrock
AROC
$5.84B
$1.1K ﹤0.01%
44
-17
-28% -$417
CNM icon
795
Core & Main
CNM
$8.8B
$1.09K ﹤0.01%
18
-6
-25% -$321
ESAB icon
796
ESAB
ESAB
$5.44B
$1.08K ﹤0.01%
9
-6
-40% -$726
HLI icon
797
Houlihan Lokey
HLI
$8.8B
$1.08K ﹤0.01%
6
-4
-40% -$672
BLBD icon
798
Blue Bird Corp
BLBD
$2.09B
$1.08K ﹤0.01%
+25
New +$952
JNPR
799
DELISTED
Juniper Networks
JNPR
$1.08K ﹤0.01%
27
-15
-36% -$538
SANM icon
800
Sanmina
SANM
$10.8B
$1.08K ﹤0.01%
11
-6
-35% -$496
30 31
32
33 34

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.