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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IR icon
901
Ingersoll Rand
IR
$32.7B
$1.49K ﹤0.01%
18
– –
STE icon
902
Steris
STE
$23B
$1.49K ﹤0.01%
6
-1
-14% -$239
LYV icon
903
Live Nation Entertainment
LYV
$43.3B
$1.47K ﹤0.01%
9
– –
ARGT icon
904
Global X MSCI Argentina ETF
ARGT
$809M
$1.47K ﹤0.01%
21
– –
FN icon
905
Fabrinet
FN
$20.3B
$1.46K ﹤0.01%
4
– –
LVS icon
906
Las Vegas Sands
LVS
$29.6B
$1.45K ﹤0.01%
27
+7
+35% +$368
FIS icon
907
Fidelity National Information Services
FIS
$22.8B
$1.45K ﹤0.01%
22
-1
-4% -$73
GGG icon
908
Graco
GGG
$13.3B
$1.45K ﹤0.01%
17
– –
BLBD icon
909
Blue Bird Corp
BLBD
$2.05B
$1.44K ﹤0.01%
25
– –
KNSA icon
910
Kiniksa Pharmaceuticals
KNSA
$6.07B
$1.44K ﹤0.01%
37
– –
XPO icon
911
XPO
XPO
$24.7B
$1.42K ﹤0.01%
11
– –
PCH
912
DELISTED
PotlatchDeltic
PCH
$1.42K ﹤0.01%
35
+1
+3% +$41
KEYS icon
913
Keysight
KEYS
$60.5B
$1.4K ﹤0.01%
8
– –
EXP icon
914
Eagle Materials
EXP
$6.41B
$1.4K ﹤0.01%
6
– –
WAL icon
915
Western Alliance Bancorporation
WAL
$8.92B
$1.39K ﹤0.01%
16
– –
IDCC icon
916
InterDigital
IDCC
$8.88B
$1.38K ﹤0.01%
4
– –
JEF icon
917
Jefferies Financial Group
JEF
$12.9B
$1.37K ﹤0.01%
21
– –
GDDY icon
918
GoDaddy
GDDY
$12.7B
$1.37K ﹤0.01%
10
-1
-9% -$154
EXEL icon
919
Exelixis
EXEL
$12.5B
$1.36K ﹤0.01%
33
– –
TIGR
920
UP Fintech Holding
TIGR
$833M
$1.36K ﹤0.01%
127
-63
-33% -$676
EXPD icon
921
Expeditors International
EXPD
$24.3B
$1.35K ﹤0.01%
11
– –
J icon
922
Jacobs Solutions
J
$16.8B
$1.35K ﹤0.01%
9
– –
PEG icon
923
Public Service Enterprise Group
PEG
$37.8B
$1.34K ﹤0.01%
16
– –
DOV icon
924
Dover
DOV
$27.8B
$1.33K ﹤0.01%
8
– –
SPMO icon
925
Invesco S&P 500 Momentum ETF
SPMO
$22.3B
$1.33K ﹤0.01%
+11
New +$1.28K
35 36
37
38 39

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.