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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
BEN icon
876
Franklin Resources
BEN
$17B
$954 ﹤0.01%
40
+35
+700% +$721
INCY icon
877
Incyte
INCY
$24.5B
$954 ﹤0.01%
14
-10
-42% -$634
VCSH icon
878
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$954 ﹤0.01%
12
– –
GHC icon
879
Graham Holdings Company
GHC
$4.99B
$947 ﹤0.01%
1
– –
MORN icon
880
Morningstar
MORN
$7.47B
$942 ﹤0.01%
3
-2
-40% -$592
KMX icon
881
CarMax
KMX
$8.26B
$941 ﹤0.01%
14
-50
-78% -$3.36K
TMDX icon
882
Transmedics
TMDX
$3.02B
$939 ﹤0.01%
+7
New +$769
CRAI icon
883
CRA International
CRAI
$1.06B
$937 ﹤0.01%
+5
New +$893
ONON icon
884
On Holding
ONON
$10.4B
$937 ﹤0.01%
18
– –
GT icon
885
Goodyear
GT
$1.77B
$934 ﹤0.01%
90
– –
ADT icon
886
ADT
ADT
$5.52B
$932 ﹤0.01%
110
-41
-27% -$336
NI icon
887
NiSource
NI
$19.9B
$928 ﹤0.01%
23
-17
-43% -$667
ENSG icon
888
The Ensign Group
ENSG
$10.6B
$926 ﹤0.01%
6
-4
-40% -$561
PAYC icon
889
Paycom
PAYC
$9.68B
$926 ﹤0.01%
4
+1
+33% +$237
OLLI icon
890
Ollie's Bargain Outlet
OLLI
$4.83B
$923 ﹤0.01%
7
-6
-46% -$687
DG icon
891
Dollar General
DG
$26.9B
$916 ﹤0.01%
+8
New +$794
OMF icon
892
OneMain Financial
OMF
$7.35B
$912 ﹤0.01%
16
-11
-41% -$549
CMRE icon
893
Costamare
CMRE
$1.7B
$911 ﹤0.01%
100
-13
-12% -$116
ESNT icon
894
Essent Group
ESNT
$6.15B
$911 ﹤0.01%
15
-12
-44% -$692
VTRS icon
895
Viatris
VTRS
$18.7B
$911 ﹤0.01%
102
-56
-35% -$473
TKO icon
896
TKO Group
TKO
$14B
$910 ﹤0.01%
5
-3
-38% -$482
GRND icon
897
Grindr
GRND
$2.86B
$908 ﹤0.01%
40
-45
-53% -$988
KEX icon
898
Kirby Corp
KEX
$7.01B
$908 ﹤0.01%
8
-6
-43% -$629
LNT icon
899
Alliant Energy
LNT
$17.6B
$908 ﹤0.01%
15
-13
-46% -$796
MOG.A icon
900
Moog Inc Class A
MOG.A
$13.1B
$905 ﹤0.01%
5
-4
-44% -$701
34 35
36
37 38

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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.