We are live on ! Find out more
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
AFRM icon
901
Affirm
AFRM
$25.7B
$899 ﹤0.01%
13
-9
-41% -$467
IDCC icon
902
InterDigital
IDCC
$8.94B
$897 ﹤0.01%
4
-3
-43% -$636
UCO icon
903
ProShares Ultra Bloomberg Crude Oil
UCO
$429M
$897 ﹤0.01%
40
– –
JHG
904
DELISTED
Janus Henderson
JHG
$894 ﹤0.01%
23
-11
-32% -$388
CVSA
905
Covista Inc
CVSA
$4.44B
$891 ﹤0.01%
7
-4
-36% -$473
AXTA icon
906
Axalta
AXTA
$8.02B
$891 ﹤0.01%
30
-19
-39% -$592
SN icon
907
SharkNinja
SN
$26.8B
$891 ﹤0.01%
9
-4
-31% -$346
CMC icon
908
Commercial Metals
CMC
$8.01B
$881 ﹤0.01%
18
-14
-44% -$648
FVRR icon
909
Fiverr
FVRR
$328M
$880 ﹤0.01%
30
– –
HRB icon
910
H&R Block
HRB
$5.82B
$879 ﹤0.01%
16
-11
-41% -$635
PCG icon
911
PG&E
PCG
$37.6B
$879 ﹤0.01%
63
-42
-40% -$683
AKAM icon
912
Akamai
AKAM
$17B
$878 ﹤0.01%
11
-4
-27% -$311
CNX icon
913
CNX Resources
CNX
$5.3B
$876 ﹤0.01%
26
-29
-53% -$914
GTES icon
914
Gates Industrial Corporation Ltd.
GTES
$7.22B
$876 ﹤0.01%
38
-18
-32% -$363
POOL icon
915
Pool Corp
POOL
$7.36B
$875 ﹤0.01%
3
-4
-57% -$1.21K
GPI icon
916
Group 1 Automotive
GPI
$3.19B
$874 ﹤0.01%
2
-3
-60% -$1.26K
WBS icon
917
Webster Financial
WBS
$12.8B
$874 ﹤0.01%
16
-15
-48% -$748
BWA icon
918
BorgWarner
BWA
$14.1B
$871 ﹤0.01%
26
+14
+117% +$429
LVS icon
919
Las Vegas Sands
LVS
$29.6B
$871 ﹤0.01%
20
+3
+18% +$117
MIDD icon
920
Middleby
MIDD
$5.62B
$864 ﹤0.01%
6
-6
-50% -$845
PSN icon
921
Parsons
PSN
$5.11B
$862 ﹤0.01%
12
-9
-43% -$594
TM icon
922
Toyota
TM
$225B
$862 ﹤0.01%
5
– –
BHF icon
923
Brighthouse Financial
BHF
$3.42B
$861 ﹤0.01%
16
-8
-33% -$450
DOCU
924
DocuSign
DOCU
$11.5B
$858 ﹤0.01%
11
-2
-15% -$162
CLX icon
925
Clorox
CLX
$13.1B
$854 ﹤0.01%
7
-13
-65% -$1.73K
35 36
37
38 39

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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.