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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTC icon
851
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.38B
$17.2K ﹤0.01%
89
– –
ALGN icon
852
Align Technology
ALGN
$12.5B
$17.2K ﹤0.01%
102
+30
+42% +$5.21K
FFIN icon
853
First Financial Bankshares
FFIN
$4.98B
$17.2K ﹤0.01%
497
+389
+360% +$12.6K
OMC icon
854
Omnicom Group
OMC
$23.5B
$17.2K ﹤0.01%
236
-308
-57% -$23.2K
SITE icon
855
SiteOne Landscape Supply
SITE
$4.34B
$17.2K ﹤0.01%
150
-27
-15% -$3.26K
PAGP icon
856
Plains GP Holdings
PAGP
$4.97B
$17.1K ﹤0.01%
705
– –
FNDF icon
857
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
$17K ﹤0.01%
323
– –
CVLT icon
858
Commault Systems
CVLT
$5.86B
$17K ﹤0.01%
120
+56
+88% +$6.01K
NBIS
859
Nebius Group N.V.
NBIS
$48.3B
$16.8K ﹤0.01%
61
– –
FYX icon
860
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.41B
$16.7K ﹤0.01%
116
– –
AWR icon
861
American States Water
AWR
$3.42B
$16.7K ﹤0.01%
202
+143
+242% +$11.1K
WEX icon
862
WEX
WEX
$6.43B
$16.6K ﹤0.01%
118
-64
-35% -$9.48K
EMN icon
863
Eastman Chemical
EMN
$8.5B
$16.5K ﹤0.01%
247
+163
+194% +$11.9K
HMN icon
864
Horace Mann Educators
HMN
$2.14B
$16.5K ﹤0.01%
320
+314
+5,233% +$14.6K
ATR icon
865
AptarGroup
ATR
$8.53B
$16.5K ﹤0.01%
132
+34
+35% +$4.13K
MTB icon
866
M&T Bank
MTB
$36.5B
$16.4K ﹤0.01%
69
+25
+57% +$5.47K
GBX icon
867
The Greenbrier Companies
GBX
$1.42B
$16.4K ﹤0.01%
335
+128
+62% +$6.29K
KNTK icon
868
Kinetik
KNTK
$4.2B
$16.4K ﹤0.01%
339
+337
+16,850% +$16.1K
GPC icon
869
Genuine Parts
GPC
$18.7B
$16.3K ﹤0.01%
138
-32
-19% -$3.34K
CRI icon
870
Carter's
CRI
$1.47B
$16.2K ﹤0.01%
394
– –
WTW icon
871
Willis Towers Watson
WTW
$31.8B
$16.2K ﹤0.01%
62
+26
+72% +$6.96K
EQNR icon
872
Equinor
EQNR
$97.5B
$16.2K ﹤0.01%
516
– –
MDLZ icon
873
Mondelez International
MDLZ
$78.1B
$16.2K ﹤0.01%
280
+121
+76% +$7.29K
WY icon
874
Weyerhaeuser
WY
$18.1B
$16.1K ﹤0.01%
674
+385
+133% +$9.35K
CRWD icon
875
CrowdStrike
CRWD
$227B
$16K ﹤0.01%
84
-44
-34% -$6.25K
33 34
35
36 37

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.