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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
TKO icon
826
TKO Group
TKO
$14.3B
$10.5K ﹤0.01%
52
+43
+478% +$8.79K
WTW icon
827
Willis Towers Watson
WTW
$31.5B
$10.5K ﹤0.01%
36
+21
+140% +$6.44K
ENS icon
828
EnerSys
ENS
$6.86B
$10.4K ﹤0.01%
60
+16
+36% +$2.71K
BYD icon
829
Boyd Gaming
BYD
$6.01B
$10.4K ﹤0.01%
+126
New +$10.6K
PHM icon
830
Pultegroup
PHM
$24.7B
$10.3K ﹤0.01%
88
+6
+7% +$768
LEN icon
831
Lennar Class A
LEN
$20.7B
$10.3K ﹤0.01%
119
+94
+376% +$10.2K
CASY icon
832
Casey's General Stores
CASY
$30.9B
$10.2K ﹤0.01%
14
+6
+75% +$3.91K
CHDN icon
833
Churchill Downs
CHDN
$6.09B
$10.2K ﹤0.01%
113
-103
-48% -$9.79K
AZO icon
834
AutoZone
AZO
$49.7B
$10.1K ﹤0.01%
3
– –
CHRW icon
835
C.H. Robinson
CHRW
$17.3B
$10.1K ﹤0.01%
61
+15
+33% +$2.68K
IP icon
836
International Paper
IP
$22B
$10.1K ﹤0.01%
283
+125
+79% +$5.19K
PALL icon
837
abrdn Physical Palladium Shares ETF
PALL
$675M
$10.1K ﹤0.01%
375
– –
TBBB icon
838
BBB Foods
TBBB
$5.09B
$10.1K ﹤0.01%
285
+271
+1,936% +$9.48K
VWO icon
839
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$10.1K ﹤0.01%
186
– –
PRCH icon
840
Porch Group
PRCH
$1.82B
$9.99K ﹤0.01%
1,394
+462
+50% +$3.69K
FIS icon
841
Fidelity National Information Services
FIS
$21.5B
$9.99K ﹤0.01%
213
+170
+395% +$9.14K
SCI icon
842
Service Corp International
SCI
$11.5B
$9.98K ﹤0.01%
121
-18
-13% -$1.45K
MSI icon
843
Motorola Solutions
MSI
$77.4B
$9.98K ﹤0.01%
23
+10
+77% +$4.33K
SCYB icon
844
Schwab High Yield Bond ETF
SCYB
$2.75B
$9.95K ﹤0.01%
383
+80
+26% +$2.11K
SWX icon
845
Southwest Gas
SWX
$6.64B
$9.91K ﹤0.01%
114
+33
+41% +$2.81K
MUSA icon
846
Murphy USA
MUSA
$10.1B
$9.88K ﹤0.01%
20
-11
-35% -$4.71K
OTIS icon
847
Otis Worldwide
OTIS
$28B
$9.87K ﹤0.01%
128
-258
-67% -$22.6K
CNA icon
848
CNA Financial
CNA
$13.8B
$9.74K ﹤0.01%
212
+107
+102% +$5.07K
STLD icon
849
Steel Dynamics
STLD
$37.4B
$9.72K ﹤0.01%
54
+21
+64% +$3.82K
WPC icon
850
W.P. Carey
WPC
$16.1B
$9.65K ﹤0.01%
142
– –
32 33
34
35 36

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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.