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
-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
SRE icon
926
Sempra
SRE
$56.2B
$7.58K ﹤0.01%
78
+36
+86% +$3.29K
O icon
927
Realty Income
O
$59.2B
$7.53K ﹤0.01%
+123
New +$7.7K
GT icon
928
Goodyear
GT
$1.74B
$7.48K ﹤0.01%
1,128
-303
-21% -$2.55K
DEO icon
929
Diageo
DEO
$52.2B
$7.45K ﹤0.01%
100
-60
-38% -$5.23K
ROP icon
930
Roper Technologies
ROP
$39.1B
$7.43K ﹤0.01%
21
+11
+110% +$4.06K
MGA icon
931
Magna International
MGA
$18.6B
$7.42K ﹤0.01%
133
+52
+64% +$2.97K
ELF icon
932
e.l.f. Beauty
ELF
$5.46B
$7.39K ﹤0.01%
122
+121
+12,100% +$9.84K
HTGC icon
933
Hercules Capital
HTGC
$3.11B
$7.38K ﹤0.01%
500
– –
HUBB icon
934
Hubbell
HUBB
$27.1B
$7.36K ﹤0.01%
15
+5
+50% +$2.46K
CCC
935
CCC Intelligent Solutions
CCC
$4.1B
$7.34K ﹤0.01%
+1,224
New +$8.02K
STNG icon
936
Scorpio Tankers
STNG
$3.81B
$7.32K ﹤0.01%
98
+89
+989% +$5.97K
WCN
937
Waste Connections
WCN
$41.6B
$7.31K ﹤0.01%
45
-112
-71% -$18.7K
TY icon
938
TRI-Continental Corp
TY
$1.91B
$7.3K ﹤0.01%
231
– –
VFH icon
939
Vanguard Financials ETF
VFH
$13.9B
$7.25K ﹤0.01%
60
– –
VXF icon
940
Vanguard Extended Market ETF
VXF
$32.1B
$7.2K ﹤0.01%
35
+15
+75% +$3.21K
EQH icon
941
Equitable Holdings
EQH
$14.2B
$7.13K ﹤0.01%
192
+114
+146% +$4.88K
CHRD icon
942
Chord Energy
CHRD
$7.52B
$7.11K ﹤0.01%
50
+48
+2,400% +$5.23K
WY icon
943
Weyerhaeuser
WY
$17.8B
$7.06K ﹤0.01%
289
+189
+189% +$4.75K
KD icon
944
Kyndryl
KD
$2.85B
$7.02K ﹤0.01%
535
-410
-43% -$7.22K
NWL icon
945
Newell Brands
NWL
$2.63B
$7K ﹤0.01%
2,040
+449
+28% +$1.89K
NWSA icon
946
News Corp Class A
NWSA
$15.5B
$6.98K ﹤0.01%
280
-112
-29% -$2.78K
GL icon
947
Globe Life
GL
$13.8B
$6.96K ﹤0.01%
50
+38
+317% +$5.37K
HIMS icon
948
Hims & Hers Health
HIMS
$6.99B
$6.96K ﹤0.01%
+335
New +$7.91K
TDG icon
949
TransDigm Group
TDG
$68.3B
$6.95K ﹤0.01%
6
-2
-25% -$2.62K
WTTR icon
950
Select Water Solutions
WTTR
$2.73B
$6.93K ﹤0.01%
+453
New +$5.92K
36 37
38
39 40

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
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return

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.