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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
NDSN icon
801
Nordson
NDSN
$17.4B
$1.07K ﹤0.01%
5
– –
BALL icon
802
Ball Corp
BALL
$16.7B
$1.07K ﹤0.01%
19
-5
-21% -$261
JXN icon
803
Jackson Financial
JXN
$8.85B
$1.07K ﹤0.01%
12
-8
-40% -$648
CRBG icon
804
Corebridge Financial
CRBG
$14.9B
$1.06K ﹤0.01%
30
-31
-51% -$964
VOYA icon
805
Voya Financial
VOYA
$8.99B
$1.06K ﹤0.01%
15
-13
-46% -$834
DUK icon
806
Duke Energy
DUK
$95.6B
$1.06K ﹤0.01%
9
-7
-44% -$826
MKC icon
807
McCormick & Company Non-Voting
MKC
$14.2B
$1.06K ﹤0.01%
14
-13
-48% -$974
CHD icon
808
Church & Dwight Co
CHD
$24.4B
$1.06K ﹤0.01%
11
-8
-42% -$789
ANSS
809
DELISTED
Ansys
ANSS
$1.05K ﹤0.01%
3
-2
-40% -$655
IEX icon
810
IDEX
IEX
$17.4B
$1.05K ﹤0.01%
6
-1
-14% -$177
DFIN icon
811
Donnelley Financial Solutions
DFIN
$1.18B
$1.05K ﹤0.01%
17
– –
ARMK icon
812
Aramark
ARMK
$16.1B
$1.05K ﹤0.01%
25
-16
-39% -$594
AGO icon
813
Assured Guaranty
AGO
$3.35B
$1.05K ﹤0.01%
12
-9
-43% -$767
CSGP icon
814
CoStar Group
CSGP
$12.7B
$1.05K ﹤0.01%
13
-12
-48% -$935
BG icon
815
Bunge Global
BG
$21.5B
$1.04K ﹤0.01%
13
+5
+63% +$394
GTM
816
ZoomInfo Technologies
GTM
$1.23B
$1.04K ﹤0.01%
103
+3
+3% +$28
NEXN
817
Nexxen International
NEXN
$586M
$1.04K ﹤0.01%
100
– –
AZZ icon
818
AZZ Inc
AZZ
$4.66B
$1.04K ﹤0.01%
+11
New +$971
ZION icon
819
Zions Bancorporation
ZION
$10.4B
$1.04K ﹤0.01%
20
-8
-29% -$375
NXST icon
820
Nexstar Media Group
NXST
$5.62B
$1.04K ﹤0.01%
6
-4
-40% -$655
YUM icon
821
Yum! Brands
YUM
$39.6B
$1.04K ﹤0.01%
7
-4,329
-100% -$632K
LECO icon
822
Lincoln Electric
LECO
$15.5B
$1.04K ﹤0.01%
5
-4
-44% -$765
HAS icon
823
Hasbro
HAS
$13.8B
$1.03K ﹤0.01%
14
-12
-46% -$757
UHAL.B icon
824
U-Haul Holding Co Series N
UHAL.B
$12.6B
$1.03K ﹤0.01%
19
-7
-27% -$391
OVV icon
825
Ovintiv
OVV
$17.7B
$1.03K ﹤0.01%
27
-24
-47% -$881
31 32
33
34 35

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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.