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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
EVR icon
776
Evercore
EVR
$11.7B
$12.8K ﹤0.01%
43
-72
-63% -$23.6K
APP icon
777
Applovin
APP
$105B
$12.7K ﹤0.01%
32
-36
-53% -$17.4K
SPNT icon
778
SiriusPoint
SPNT
$2.64B
$12.7K ﹤0.01%
590
+566
+2,358% +$11.7K
PLD icon
779
Prologis
PLD
$132B
$12.7K ﹤0.01%
96
-13
-12% -$1.74K
MCO icon
780
Moody's
MCO
$82.5B
$12.7K ﹤0.01%
29
+8
+38% +$3.78K
CRH icon
781
CRH
CRH
$66.2B
$12.5K ﹤0.01%
119
+56
+89% +$6.58K
CRWD icon
782
CrowdStrike
CRWD
$227B
$12.5K ﹤0.01%
128
-204
-61% -$21.6K
RSP icon
783
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$12.5K ﹤0.01%
65
+3
+5% +$595
FMC icon
784
FMC
FMC
$1.28B
$12.5K ﹤0.01%
+724
New +$10.8K
PSA icon
785
Public Storage
PSA
$60.4B
$12.5K ﹤0.01%
46
+19
+70% +$5.45K
SAN icon
786
Banco Santander
SAN
$212B
$12.4K ﹤0.01%
1,103
+209
+23% +$2.49K
NCLH icon
787
Norwegian Cruise Line
NCLH
$8.67B
$12.4K ﹤0.01%
661
-85
-11% -$1.86K
ATR icon
788
AptarGroup
ATR
$8.45B
$12.3K ﹤0.01%
98
+54
+123% +$7.04K
ALGN icon
789
Align Technology
ALGN
$12.2B
$12.3K ﹤0.01%
72
+4
+6% +$701
WAB icon
790
Wabtec
WAB
$50.1B
$12.2K ﹤0.01%
49
+10
+26% +$2.42K
ROL icon
791
Rollins
ROL
$17.6B
$12.2K ﹤0.01%
229
-77
-25% -$4.58K
NET icon
792
Cloudflare
NET
$113B
$12.2K ﹤0.01%
59
-8
-12% -$1.53K
PPC icon
793
Pilgrim's Pride
PPC
$6.38B
$12.1K ﹤0.01%
321
-34
-10% -$1.37K
VSNT
794
Versant Media Group
VSNT
$5.12B
$12K ﹤0.01%
+323
New +$10.9K
FISV
795
Fiserv Inc
FISV
$27.1B
$11.9K ﹤0.01%
214
-633
-75% -$39.2K
HMC icon
796
Honda
HMC
$40.6B
$11.9K ﹤0.01%
489
-54
-10% -$1.56K
IDEV icon
797
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$11.9K ﹤0.01%
+142
New +$12.2K
BNS icon
798
Scotiabank
BNS
$110B
$11.8K ﹤0.01%
170
– –
OSCR icon
799
Oscar Health
OSCR
$8.83B
$11.8K ﹤0.01%
1,026
+15
+1% +$211
EZPW icon
800
Ezcorp Inc
EZPW
$1.67B
$11.7K ﹤0.01%
+461
New +$11.1K
30 31
32
33 34

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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.