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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
MAT icon
826
Mattel
MAT
$4.34B
$1.03K ﹤0.01%
52
-36
-41% -$641
TW icon
827
Tradeweb Markets
TW
$22B
$1.02K ﹤0.01%
7
-105
-94% -$14.7K
KNSA icon
828
Kiniksa Pharmaceuticals
KNSA
$6.07B
$1.02K ﹤0.01%
+37
New +$942
PPG icon
829
PPG Industries
PPG
$25.9B
$1.02K ﹤0.01%
9
-2
-18% -$216
GRAB icon
830
Grab
GRAB
$15.5B
$1.02K ﹤0.01%
203
– –
APG icon
831
APi Group
APG
$18.7B
$1.02K ﹤0.01%
30
-23
-43% -$659
ARW icon
832
Arrow Electronics
ARW
$10.5B
$1.02K ﹤0.01%
8
-7
-47% -$804
EG icon
833
Everest Group
EG
$14.2B
$1.02K ﹤0.01%
3
-3
-50% -$1.03K
FYBR
834
DELISTED
Frontier Communications
FYBR
$1.02K ﹤0.01%
28
-18
-39% -$653
THG icon
835
Hanover Insurance
THG
$7.86B
$1.02K ﹤0.01%
6
-3
-33% -$501
TSLX icon
836
Sixth Street Specialty
TSLX
$1.78B
$1.02K ﹤0.01%
+43
New +$944
CACC icon
837
Credit Acceptance
CACC
$5.95B
$1.02K ﹤0.01%
2
– –
PPL
838
PPL Corp
PPL
$26.5B
$1.02K ﹤0.01%
30
-27
-47% -$940
ROL icon
839
Rollins
ROL
$17.8B
$1.02K ﹤0.01%
18
-10
-36% -$561
URBN icon
840
Urban Outfitters
URBN
$6.76B
$1.02K ﹤0.01%
14
-11
-44% -$661
LAD icon
841
Lithia Motors
LAD
$8.4B
$1.01K ﹤0.01%
3
-2
-40% -$619
SSB icon
842
SouthState Bank Corp
SSB
$10.6B
$1.01K ﹤0.01%
11
-6
-35% -$527
ETY icon
843
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
$1.01K ﹤0.01%
+65
New +$932
THR
844
DELISTED
Thermon Group Holdings
THR
$1.01K ﹤0.01%
+36
New +$975
LNN icon
845
Lindsay Corp
LNN
$1.18B
$1.01K ﹤0.01%
+7
New +$935
RDN icon
846
Radian Group
RDN
$4.91B
$1.01K ﹤0.01%
28
-20
-42% -$669
ALV icon
847
Autoliv
ALV
$8.96B
$1.01K ﹤0.01%
9
-9
-50% -$881
SPXC icon
848
SPX Corp
SPXC
$10.9B
$1.01K ﹤0.01%
6
-4
-40% -$586
SERV
849
Serve Robotics
SERV
$437M
$1.01K ﹤0.01%
+88
New +$773
HYT icon
850
BlackRock Corporate High Yield Fund
HYT
$1.38B
$1K ﹤0.01%
+103
New +$978
32 33
34
35 36

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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.