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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
Cap. Flow
+$38M
Cap. Flow %
4.8%
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
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
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
DRI icon
826
Darden Restaurants
DRI
$25B
$8.28K ﹤0.01%
45
+33
+275% +$6.01K
VRSK icon
827
Verisk Analytics
VRSK
$23.6B
$8.28K ﹤0.01%
37
+13
+54% +$2.93K
MTB icon
828
M&T Bank
MTB
$36.4B
$8.26K ﹤0.01%
41
-63
-61% -$12K
EVRG icon
829
Evergy
EVRG
$18.9B
$8.19K ﹤0.01%
113
– –
FBND icon
830
Fidelity Total Bond ETF
FBND
$27.3B
$8.15K ﹤0.01%
+177
New +$8.21K
KHC icon
831
Kraft Heinz
KHC
$29.2B
$8.08K ﹤0.01%
333
-1,580
-83% -$39.3K
RBC icon
832
RBC Bearings
RBC
$17.5B
$8.07K ﹤0.01%
18
+16
+800% +$6.78K
VIK icon
833
Viking Holdings
VIK
$45.3B
$8.07K ﹤0.01%
+113
New +$7.21K
PUK icon
834
Prudential
PUK
$34B
$8.06K ﹤0.01%
+259
New +$7.42K
SCYB icon
835
Schwab High Yield Bond ETF
SCYB
$2.75B
$8.01K ﹤0.01%
+303
New +$8.02K
VFH icon
836
Vanguard Financials ETF
VFH
$13.8B
$8.01K ﹤0.01%
60
– –
BRBR icon
837
BellRing Brands
BRBR
$1.34B
$7.97K ﹤0.01%
298
+290
+3,625% +$9K
FDM icon
838
First Trust Dow Jones Select MicroCap Index Fund
FDM
$269M
$7.96K ﹤0.01%
100
– –
CPER icon
839
United States Copper Index Fund
CPER
$778M
$7.94K ﹤0.01%
227
– –
WRB icon
840
W.R. Berkley
WRB
$26B
$7.92K ﹤0.01%
113
+26
+30% +$1.92K
DKS icon
841
Dick's Sporting Goods
DKS
$18.4B
$7.92K ﹤0.01%
40
-6
-13% -$1.31K
MZTI
842
The Marzetti Company
MZTI
$3.15B
$7.89K ﹤0.01%
48
+46
+2,300% +$7.68K
CRH icon
843
CRH
CRH
$67.4B
$7.86K ﹤0.01%
63
+36
+133% +$4.29K
EW icon
844
Edwards Lifesciences
EW
$54B
$7.84K ﹤0.01%
92
+72
+360% +$5.91K
PBR icon
845
Petrobras
PBR
$116B
$7.81K ﹤0.01%
659
+6
+0.9% +$73
SFM icon
846
Sprouts Farmers Market
SFM
$7.87B
$7.81K ﹤0.01%
98
+81
+476% +$7.27K
F icon
847
Ford
F
$55.7B
$7.79K ﹤0.01%
594
+232
+64% +$2.99K
TRP icon
848
TC Energy
TRP
$66.3B
$7.76K ﹤0.01%
+141
New +$7.52K
CYTK icon
849
Cytokinetics
CYTK
$10.6B
$7.75K ﹤0.01%
122
+120
+6,000% +$7.46K
WTFC icon
850
Wintrust Financial
WTFC
$10.9B
$7.69K ﹤0.01%
55
-80
-59% -$10.6K
32 33
34
35 36

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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.