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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
GKOS icon
851
Glaukos
GKOS
$10.7B
$7.68K ﹤0.01%
+68
New +$6.5K
TOL icon
852
Toll Brothers
TOL
$14.3B
$7.57K ﹤0.01%
56
– –
BDX icon
853
Becton Dickinson
BDX
$49.4B
$7.57K ﹤0.01%
39
-27
-41% -$5.14K
TY icon
854
TRI-Continental Corp
TY
$1.9B
$7.54K ﹤0.01%
231
– –
CSGP icon
855
CoStar Group
CSGP
$12.6B
$7.53K ﹤0.01%
112
-297
-73% -$21K
LIVN icon
856
LivaNova
LIVN
$4.33B
$7.45K ﹤0.01%
121
+117
+2,925% +$6.68K
MRSH
857
Marsh
MRSH
$91.3B
$7.42K ﹤0.01%
40
-42
-51% -$7.85K
BBVA icon
858
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$7.41K ﹤0.01%
+318
New +$6.64K
DAY
859
DELISTED
Dayforce
DAY
$7.4K ﹤0.01%
107
+102
+2,040% +$7.02K
CHRW icon
860
C.H. Robinson
CHRW
$17B
$7.4K ﹤0.01%
46
+32
+229% +$4.73K
ALB icon
861
Albemarle
ALB
$15.3B
$7.36K ﹤0.01%
52
+50
+2,500% +$5.67K
NVR icon
862
NVR
NVR
$17.1B
$7.29K ﹤0.01%
+1
New +$7.48K
CCL icon
863
Carnival Corporation Ltd
CCL
$38B
$7.27K ﹤0.01%
238
+66
+38% +$1.84K
AL
864
DELISTED
Air Lease Corp
AL
$7.26K ﹤0.01%
113
+96
+565% +$6.13K
MAA icon
865
Mid-America Apartment Communities
MAA
$15.3B
$7.22K ﹤0.01%
52
-288
-85% -$38.4K
VHT icon
866
Vanguard Health Care ETF
VHT
$19B
$7.2K ﹤0.01%
25
– –
ROIV icon
867
Roivant Sciences
ROIV
$25.5B
$7.16K ﹤0.01%
330
+309
+1,471% +$6.1K
RGTI icon
868
Rigetti Computing
RGTI
$6.04B
$7.16K ﹤0.01%
323
+309
+2,207% +$10.1K
FFTY icon
869
CapForce IBD 50 ETF
FFTY
$79.5M
$7.14K ﹤0.01%
+205
New +$7.56K
MOH icon
870
Molina Healthcare
MOH
$10.2B
$7.12K ﹤0.01%
41
-212
-84% -$34.8K
GTLB icon
871
GitLab
GTLB
$7.11B
$7.09K ﹤0.01%
+189
New +$8.18K
STI icon
872
Solidion Technology
STI
$67.3M
$7.09K ﹤0.01%
+1,000
New +$10.2K
RACE icon
873
Ferrari
RACE
$72.1B
$7.02K ﹤0.01%
+19
New +$7.6K
HDB icon
874
HDFC Bank
HDB
$120B
$7.02K ﹤0.01%
+192
New +$6.91K
PSA icon
875
Public Storage
PSA
$60.7B
$7.01K ﹤0.01%
27
-182
-87% -$50.9K
33 34
35
36 37

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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.