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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNX icon
926
CNX Resources
CNX
$5.32B
$14.4K ﹤0.01%
424
+385
+987% +$13.9K
BSX icon
927
Boston Scientific
BSX
$73.1B
$14.4K ﹤0.01%
337
-140
-29% -$7.6K
ONTO icon
928
Onto Innovation
ONTO
$14.3B
$14.4K ﹤0.01%
38
– –
DINO icon
929
HF Sinclair
DINO
$15.2B
$14.3K ﹤0.01%
206
+120
+140% +$7.98K
NGG icon
930
National Grid
NGG
$79.9B
$14.3K ﹤0.01%
172
+14
+9% +$1.19K
NEU icon
931
NewMarket
NEU
$8.37B
$14.2K ﹤0.01%
18
+15
+500% +$10.8K
HRB icon
932
H&R Block
HRB
$5.82B
$14.2K ﹤0.01%
374
+276
+282% +$9.62K
MMSI icon
933
Merit Medical Systems
MMSI
$5.36B
$14.2K ﹤0.01%
205
+197
+2,463% +$13K
VTRS icon
934
Viatris
VTRS
$18.7B
$14.2K ﹤0.01%
895
+720
+411% +$11.2K
HOOD icon
935
Robinhood
HOOD
$85B
$14K ﹤0.01%
140
-63
-31% -$5.28K
BITB icon
936
Bitwise Bitcoin ETF
BITB
$2.45B
$14K ﹤0.01%
439
– –
SLB icon
937
SLB Ltd
SLB
$78.9B
$13.9K ﹤0.01%
299
+7
+2% +$375
ODFL icon
938
Old Dominion Freight Line
ODFL
$44.1B
$13.9K ﹤0.01%
64
+41
+178% +$8.85K
ICUI icon
939
ICU Medical
ICUI
$4.56B
$13.8K ﹤0.01%
94
-36
-28% -$4.69K
KMPR icon
940
Kemper
KMPR
$1.55B
$13.8K ﹤0.01%
511
+239
+88% +$6.96K
DLR icon
941
Digital Realty Trust
DLR
$70.8B
$13.6K ﹤0.01%
76
+57
+300% +$10.9K
DVN icon
942
Devon Energy
DVN
$49.9B
$13.6K ﹤0.01%
330
+162
+96% +$7.51K
HHH icon
943
Howard Hughes
HHH
$3.91B
$13.6K ﹤0.01%
190
+160
+533% +$10.4K
AN icon
944
AutoNation
AN
$6.88B
$13.6K ﹤0.01%
73
+30
+70% +$5.87K
AROC icon
945
Archrock
AROC
$5.81B
$13.6K ﹤0.01%
333
+226
+211% +$8.32K
SN icon
946
SharkNinja
SN
$26.2B
$13.6K ﹤0.01%
89
+26
+41% +$3.11K
VOD icon
947
Vodafone
VOD
$36.4B
$13.5K ﹤0.01%
1,024
– –
DLTR icon
948
Dollar Tree
DLTR
$24.9B
$13.5K ﹤0.01%
112
+62
+124% +$6.45K
TS icon
949
Tenaris
TS
$27.4B
$13.5K ﹤0.01%
244
– –
FUL icon
950
H.B. Fuller
FUL
$3.29B
$13.5K ﹤0.01%
232
+221
+2,009% +$13.6K
36 37
38
39 40

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.