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SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
776
3M
MMM
$94.3B
$2.64K ﹤0.01%
17
– –
PKG icon
777
Packaging Corp of America
PKG
$22.9B
$2.62K ﹤0.01%
12
– –
ARQT icon
778
Arcutis Biotherapeutics
ARQT
$3.25B
$2.6K ﹤0.01%
138
– –
CI icon
779
Cigna
CI
$73.5B
$2.6K ﹤0.01%
9
-1
-10% -$296
LPX icon
780
Louisiana-Pacific
LPX
$5.2B
$2.59K ﹤0.01%
29
– –
XLP icon
781
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$2.59K ﹤0.01%
33
– –
DLTR icon
782
Dollar Tree
DLTR
$24.9B
$2.55K ﹤0.01%
27
-2
-7% -$214
ADPT icon
783
Adaptive Biotechnologies
ADPT
$3.9B
$2.54K ﹤0.01%
+170
New +$2.07K
EQH icon
784
Equitable Holdings
EQH
$14.4B
$2.54K ﹤0.01%
50
– –
AIQ icon
785
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$2.52K ﹤0.01%
51
– –
STLD icon
786
Steel Dynamics
STLD
$37.3B
$2.51K ﹤0.01%
18
– –
AON icon
787
Aon
AON
$75.9B
$2.5K ﹤0.01%
7
+2
+40% +$724
EOSE icon
788
Eos Energy Enterprises
EOSE
$1.51B
$2.48K ﹤0.01%
+218
New +$1.49K
WULF icon
789
TeraWulf
WULF
$8.1B
$2.48K ﹤0.01%
217
-1,513
-87% -$11.6K
WY icon
790
Weyerhaeuser
WY
$17.9B
$2.48K ﹤0.01%
100
– –
FLEX icon
791
Flex
FLEX
$45.7B
$2.44K ﹤0.01%
42
– –
WTW icon
792
Willis Towers Watson
WTW
$31B
$2.42K ﹤0.01%
7
– –
RJF icon
793
Raymond James Financial
RJF
$34.9B
$2.42K ﹤0.01%
14
– –
BWB icon
794
Bridgewater Bancshares
BWB
$621M
$2.39K ﹤0.01%
+136
New +$2.22K
MCO icon
795
Moody's
MCO
$84.6B
$2.38K ﹤0.01%
5
– –
CBRE icon
796
CBRE Group
CBRE
$43.9B
$2.36K ﹤0.01%
15
– –
TDY icon
797
Teledyne Technologies
TDY
$31.2B
$2.35K ﹤0.01%
4
– –
CSL icon
798
Carlisle Companies
CSL
$15B
$2.3K ﹤0.01%
7
– –
DRI icon
799
Darden Restaurants
DRI
$25.4B
$2.29K ﹤0.01%
12
– –
USB icon
800
US Bancorp
USB
$102B
$2.27K ﹤0.01%
47
– –
30 31
32
33 34

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.