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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
AL
851
DELISTED
Air Lease Corp
AL
$995 ﹤0.01%
17
-11
-39% -$573
CBSH icon
852
Commerce Bancshares
CBSH
$8.5B
$995 ﹤0.01%
17
-11
-39% -$645
EPR icon
853
EPR Properties
EPR
$4.57B
$991 ﹤0.01%
+17
New +$896
MANH icon
854
Manhattan Associates
MANH
$11.5B
$988 ﹤0.01%
5
-3
-38% -$545
AMG icon
855
Affiliated Managers Group
AMG
$9.62B
$984 ﹤0.01%
5
-3
-38% -$520
RTO icon
856
Rentokil
RTO
$12.2B
$984 ﹤0.01%
41
– –
FAF icon
857
First American
FAF
$7.39B
$983 ﹤0.01%
16
-12
-43% -$712
SKWD icon
858
Skyward Specialty Insurance
SKWD
$2.54B
$983 ﹤0.01%
+17
New +$981
SJM icon
859
J.M. Smucker
SJM
$12.7B
$982 ﹤0.01%
10
-5
-33% -$550
KARO icon
860
Karooooo
KARO
$1.93B
$980 ﹤0.01%
+20
New +$944
VMI icon
861
Valmont Industries
VMI
$9.61B
$980 ﹤0.01%
3
– –
CIEN icon
862
Ciena
CIEN
$54.5B
$976 ﹤0.01%
12
-11
-48% -$789
CHE icon
863
Chemed
CHE
$7.17B
$974 ﹤0.01%
2
-1
-33% -$570
BLD
864
DELISTED
TopBuild
BLD
$972 ﹤0.01%
3
-3
-50% -$890
EVRG icon
865
Evergy
EVRG
$18.9B
$966 ﹤0.01%
14
-9
-39% -$605
HII icon
866
Huntington Ingalls Industries
HII
$13B
$966 ﹤0.01%
+4
New +$894
MGRM
867
DELISTED
Monogram Orthopaedics
MGRM
$966 ﹤0.01%
334
– –
GPN icon
868
Global Payments
GPN
$22.9B
$961 ﹤0.01%
12
-2
-14% -$158
WDAY icon
869
Workday
WDAY
$45.1B
$960 ﹤0.01%
4
-2
-33% -$487
ZTR
870
Virtus Total Return Fund
ZTR
$339M
$960 ﹤0.01%
154
– –
FSS icon
871
Federal Signal
FSS
$7.9B
$958 ﹤0.01%
9
-6
-40% -$534
ASR icon
872
Grupo Aeroportuario del Sureste
ASR
$8.13B
$957 ﹤0.01%
3
– –
EXC icon
873
Exelon
EXC
$46.2B
$956 ﹤0.01%
22
-24
-52% -$1.07K
CMA
874
DELISTED
Comerica
CMA
$955 ﹤0.01%
16
-10
-38% -$558
IPG
875
DELISTED
Interpublic Group of Companies
IPG
$955 ﹤0.01%
39
-26
-40% -$632
33 34
35
36 37

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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.