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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
+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
(+8.1%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
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 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.77M |
| 3 |
Vanguard Core Bond ETF
VCRB
|
+$4.33M |
| 4 |
Apple
AAPL
|
+$2.49M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$873K |
| 2 |
Vistra
VST
|
+$372K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$260K |
| 4 |
Meta Platforms (Facebook)
META
|
+$252K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
901
eBay
EBAY
$47.2B
| $6.01K | ﹤0.01% |
69
-121
| -64% | -$10.5K |
|
902
SiTime
SITM
$20.1B
| $6K | ﹤0.01% |
+17
| New | +$5.32K |
|
903
Ameren
AEE
$29.8B
| $5.99K | ﹤0.01% |
60
+21
| +54% | +$2.15K |
|
|
EXE
904
Expand Energy Corp
EXE
$22.7B
| $5.96K | ﹤0.01% |
54
+36
| +200% | +$3.99K |
|
905
Ametek
AME
$58.8B
| $5.96K | ﹤0.01% |
29
+19
| +190% | +$3.7K |
|
906
Devon Energy
DVN
$49.9B
| $5.93K | ﹤0.01% |
162
+131
| +423% | +$4.57K |
|
|
CIVI
907
DELISTED
Civitas Resources
CIVI
| $5.93K | ﹤0.01% |
+219
| New | +$6.34K |
|
908
SharkNinja
SN
$26.4B
| $5.93K | ﹤0.01% |
53
+44
| +489% | +$4.34K |
|
909
Mizuho Financial
MFG
$127B
| $5.92K | ﹤0.01% |
+809
| New | +$5.53K |
|
910
Newell Brands
NWL
$2.62B
| $5.92K | ﹤0.01% |
1,591
+1,557
| +4,579% | +$6.29K |
|
911
InterContinental Hotels
IHG
$23B
| $5.92K | ﹤0.01% |
+42
| New | +$5.46K |
|
|
EUAD
912
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.24B
| $5.9K | ﹤0.01% |
140
+25
| +22% | +$1.08K |
|
913
Leonardo DRS
DRS
$11.9B
| $5.9K | ﹤0.01% |
173
+156
| +918% | +$5.76K |
|
914
NetApp
NTAP
$38.9B
| $5.89K | ﹤0.01% |
55
+37
| +206% | +$4.22K |
|
915
Baker Hughes
BKR
$64.3B
| $5.83K | ﹤0.01% |
128
+51
| +66% | +$2.42K |
|
916
Opendoor
OPEN
$3.48B
| $5.83K | ﹤0.01% |
1,000
-33
| -3% | -$236 |
|
917
iShares TIPS Bond ETF
TIP
$14.7B
| $5.83K | ﹤0.01% |
+53
| New | +$5.88K |
|
|
AERO
918
Grupo Aeromexico SAB de CV
AERO
$2.3B
| $5.8K | ﹤0.01% |
+264
| New | +$5.06K |
|
919
Hartford Financial Services
HIG
$38.1B
| $5.79K | ﹤0.01% |
42
+18
| +75% | +$2.38K |
|
920
Burlington
BURL
$22.6B
| $5.78K | ﹤0.01% |
20
+15
| +300% | +$4.07K |
|
921
EOG Resources
EOG
$75.2B
| $5.78K | ﹤0.01% |
55
+25
| +83% | +$2.69K |
|
922
Carlisle Companies
CSL
$15.5B
| $5.76K | ﹤0.01% |
18
+11
| +157% | +$3.56K |
|
923
ICICI Bank
IBN
$107B
| $5.75K | ﹤0.01% |
+193
| New | +$5.92K |
|
|
SW
924
Smurfit Westrock
SW
$26B
| $5.72K | ﹤0.01% |
148
+127
| +605% | +$4.84K |
|
925
LGI Homes
LGIH
$1.34B
| $5.67K | ﹤0.01% |
+132
| New | +$6.19K |
|
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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.