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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
ACGL icon
801
Arch Capital
ACGL
$33.5B
$2.27K ﹤0.01%
25
– –
DRIV icon
802
Global X Autonomous & Electric Vehicles ETF
DRIV
$394M
$2.26K ﹤0.01%
80
– –
BWFG icon
803
Bankwell Financial Group
BWFG
$542M
$2.26K ﹤0.01%
+51
New +$2.09K
CBAN icon
804
Colony Bankcorp
CBAN
$471M
$2.25K ﹤0.01%
+132
New +$2.25K
CRSP icon
805
CRISPR Therapeutics
CRSP
$5.22B
$2.2K ﹤0.01%
34
– –
BLDR icon
806
Builders FirstSource
BLDR
$7.91B
$2.18K ﹤0.01%
18
– –
HUBB icon
807
Hubbell
HUBB
$26.8B
$2.15K ﹤0.01%
5
– –
AQN icon
808
Algonquin Power & Utilities
AQN
$4.48B
$2.15K ﹤0.01%
400
– –
LMND icon
809
Lemonade
LMND
$4.1B
$2.14K ﹤0.01%
+40
New +$1.95K
PTON icon
810
Peloton Interactive
PTON
$2.44B
$2.14K ﹤0.01%
238
– –
NTAP icon
811
NetApp
NTAP
$40.2B
$2.13K ﹤0.01%
18
– –
LE icon
812
Lands' End
LE
$390M
$2.13K ﹤0.01%
+151
New +$2.01K
ROK icon
813
Rockwell Automation
ROK
$49.5B
$2.1K ﹤0.01%
6
-1
-14% -$345
UTHR icon
814
United Therapeutics
UTHR
$21.5B
$2.1K ﹤0.01%
5
-1
-17% -$336
OGG
815
Osisko Gold Group Inc.
OGG
$835M
$2.08K ﹤0.01%
+613
New +$1.63K
NVT icon
816
nVent Electric
NVT
$27.5B
$2.07K ﹤0.01%
21
– –
TTWO icon
817
Take-Two Interactive
TTWO
$45.2B
$2.07K ﹤0.01%
8
– –
DKNG icon
818
DraftKings
DKNG
$12.6B
$2.06K ﹤0.01%
55
– –
MEDP icon
819
Medpace
MEDP
$16.2B
$2.06K ﹤0.01%
4
– –
K
820
DELISTED
Kellanova
K
$2.05K ﹤0.01%
25
– –
CACI icon
821
CACI
CACI
$14.8B
$2K ﹤0.01%
4
– –
KMB icon
822
Kimberly-Clark
KMB
$36.8B
$1.99K ﹤0.01%
16
– –
TROW icon
823
T. Rowe Price
TROW
$23.7B
$1.98K ﹤0.01%
19
– –
SNPS icon
824
Synopsys
SNPS
$78.8B
$1.97K ﹤0.01%
4
+1
+33% +$565
RS icon
825
Reliance Steel & Aluminium
RS
$21.7B
$1.97K ﹤0.01%
7
– –
31 32
33
34 35

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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.