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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
ECHO
876
EchoStar
ECHO
$26.9B
$8.66K ﹤0.01%
+74
New +$8.49K
TEL icon
877
TE Connectivity
TEL
$62.1B
$8.57K ﹤0.01%
41
-206
-83% -$45.5K
COIN icon
878
Coinbase
COIN
$39.2B
$8.56K ﹤0.01%
49
-290
-86% -$57.1K
GTLB icon
879
GitLab
GTLB
$6.92B
$8.55K ﹤0.01%
395
+206
+109% +$6.02K
CNP icon
880
CenterPoint Energy
CNP
$26.7B
$8.5K ﹤0.01%
197
+120
+156% +$4.95K
GLOB icon
881
Globant
GLOB
$1.65B
$8.48K ﹤0.01%
184
-567
-75% -$31.3K
ALHC icon
882
Alignment Healthcare
ALHC
$2.81B
$8.46K ﹤0.01%
480
+469
+4,264% +$9.42K
DVN icon
883
Devon Energy
DVN
$49.6B
$8.46K ﹤0.01%
168
+6
+4% +$257
CWEN icon
884
Clearway Energy Class C
CWEN
$7.03B
$8.45K ﹤0.01%
215
+8
+4% +$299
DRS icon
885
Leonardo DRS
DRS
$12B
$8.41K ﹤0.01%
189
+16
+9% +$674
BRO icon
886
Brown & Brown
BRO
$23.7B
$8.41K ﹤0.01%
129
+98
+316% +$7.06K
AN icon
887
AutoNation
AN
$6.87B
$8.4K ﹤0.01%
43
+27
+169% +$5.45K
STM icon
888
STMicroelectronics
STM
$49.3B
$8.4K ﹤0.01%
+243
New +$7.6K
CDNS icon
889
Cadence Design Systems
CDNS
$89.4B
$8.34K ﹤0.01%
30
+3
+11% +$895
LSTR icon
890
Landstar System
LSTR
$6.29B
$8.34K ﹤0.01%
52
+51
+5,100% +$7.83K
WTFC icon
891
Wintrust Financial
WTFC
$10.9B
$8.34K ﹤0.01%
60
+5
+9% +$725
GH icon
892
Guardant Health
GH
$22.1B
$8.31K ﹤0.01%
90
+2
+2% +$201
KMPR icon
893
Kemper
KMPR
$1.56B
$8.31K ﹤0.01%
272
-1,229
-82% -$42.1K
TAP icon
894
Molson Coors Class B
TAP
$7.79B
$8.31K ﹤0.01%
193
+178
+1,187% +$8.45K
LOGI icon
895
Logitech
LOGI
$14.6B
$8.29K ﹤0.01%
+91
New +$8.38K
WAL icon
896
Western Alliance Bancorporation
WAL
$8.96B
$8.29K ﹤0.01%
117
+80
+216% +$6.67K
AEG icon
897
Aegon
AEG
$13.9B
$8.28K ﹤0.01%
1,140
-163
-13% -$1.22K
TOST icon
898
Toast
TOST
$19.2B
$8.25K ﹤0.01%
311
-62
-17% -$1.85K
BITW
899
Bitwise 10 Crypto Index ETF
BITW
$609M
$8.21K ﹤0.01%
184
– –
ALV icon
900
Autoliv
ALV
$8.84B
$8.2K ﹤0.01%
78
-15
-16% -$1.77K
34 35
36
37 38

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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.