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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 | |
|---|---|---|---|---|---|---|
776
Concentrix
CNXC
$1.57B
| $10.4K | ﹤0.01% |
249
+246
| +8,200% | +$9.98K |
|
777
Cable One
CABO
$192M
| $10.3K | ﹤0.01% |
91
+16
| +21% | +$2.18K |
|
778
Certara
CERT
$1.24B
| $10.3K | ﹤0.01% |
1,165
+1,162
| +38,733% | +$12K |
|
779
News Corp Class A
NWSA
$15.5B
| $10.2K | ﹤0.01% |
392
+355
| +959% | +$9.31K |
|
780
GSK
GSK
$102B
| $10.2K | ﹤0.01% |
+208
| New | +$9.7K |
|
781
AutoZone
AZO
$49.7B
| $10.2K | ﹤0.01% |
3
+1
| +50% | +$3.78K |
|
782
Global X Copper Miners ETF NEW
COPX
$8.25B
| $10.1K | ﹤0.01% |
140
| – | – |
|
783
Aegon
AEG
$13.9B
| $10K | ﹤0.01% |
+1,303
| New | +$9.96K |
|
|
MPT
784
Medical Properties Trust
MPT
$2.4B
| $10K | ﹤0.01% |
+2,008
| New | +$10.5K |
|
785
Southern Company
SO
$106B
| $10K | ﹤0.01% |
115
| – | – |
|
786
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $10K | ﹤0.01% |
186
+76
| +69% | +$4.13K |
|
787
Ubiquiti
UI
$34.7B
| $9.96K | ﹤0.01% |
+18
| New | +$11.4K |
|
788
Canadian Natural Resources
CNQ
$98.1B
| $9.95K | ﹤0.01% |
+294
| New | +$9.53K |
|
789
Vanguard FTSE All-World ex-US ETF
VEU
$70B
| $9.93K | ﹤0.01% |
135
| – | – |
|
790
SLB Ltd
SLB
$79.7B
| $9.9K | ﹤0.01% |
258
+229
| +790% | +$8.3K |
|
791
Stellantis
STLA
$20.5B
| $9.83K | ﹤0.01% |
+903
| New | +$9.71K |
|
792
Samsara
IOT
$23.5B
| $9.79K | ﹤0.01% |
276
+11
| +4% | +$426 |
|
793
The Greenbrier Companies
GBX
$1.43B
| $9.68K | ﹤0.01% |
207
+7
| +4% | +$314 |
|
794
British American Tobacco
BTI
$122B
| $9.63K | ﹤0.01% |
+170
| New | +$9.28K |
|
795
Blackbaud
BLKB
$2.06B
| $9.63K | ﹤0.01% |
152
+14
| +10% | +$866 |
|
796
Pultegroup
PHM
$25.2B
| $9.62K | ﹤0.01% |
82
-314
| -79% | -$38.5K |
|
797
New York Times
NYT
$10.3B
| $9.51K | ﹤0.01% |
137
+123
| +879% | +$7.63K |
|
798
Dynatrace
DT
$14.4B
| $9.49K | ﹤0.01% |
219
-752
| -77% | -$35.1K |
|
799
FTAI Aviation
FTAI
$23.2B
| $9.45K | ﹤0.01% |
48
+46
| +2,300% | +$7.84K |
|
800
Hercules Capital
HTGC
$3.12B
| $9.41K | ﹤0.01% |
+500
| New | +$9.02K |
|
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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.