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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
+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
LKQ icon
951
LKQ Corp
LKQ
$6.22B
$778 ﹤0.01%
+21
New +$838
SSD icon
952
Simpson Manufacturing
SSD
$8B
$777 ﹤0.01%
5
-5
-50% -$774
DT icon
953
Dynatrace
DT
$14.6B
$773 ﹤0.01%
14
-11
-44% -$551
PB icon
954
Prosperity Bancshares
PB
$8.81B
$773 ﹤0.01%
11
-8
-42% -$551
CFR icon
955
Cullen/Frost Bankers
CFR
$10.3B
$772 ﹤0.01%
6
-5
-45% -$611
RBC icon
956
RBC Bearings
RBC
$17.6B
$770 ﹤0.01%
2
– –
GATX icon
957
GATX Corp
GATX
$6.23B
$768 ﹤0.01%
5
-3
-38% -$450
POST icon
958
Post Holdings
POST
$3.45B
$764 ﹤0.01%
7
-8
-53% -$897
GMS
959
DELISTED
GMS Inc
GMS
$762 ﹤0.01%
7
-4
-36% -$309
CR icon
960
Crane Co
CR
$12.7B
$760 ﹤0.01%
4
-2
-33% -$332
SLGN icon
961
Silgan Holdings
SLGN
$4.35B
$759 ﹤0.01%
14
-5
-26% -$264
LOPE icon
962
Grand Canyon Education
LOPE
$3.82B
$756 ﹤0.01%
4
-3
-43% -$556
WINA icon
963
Winmark
WINA
$1.36B
$756 ﹤0.01%
+2
New +$773
NBIX icon
964
Neurocrine Biosciences
NBIX
$16.8B
$755 ﹤0.01%
6
-1
-14% -$115
OGE icon
965
OGE Energy
OGE
$9.54B
$755 ﹤0.01%
17
-10
-37% -$444
HWC icon
966
Hancock Whitney
HWC
$6.21B
$747 ﹤0.01%
13
-8
-38% -$426
ONB icon
967
Old National Bancorp
ONB
$10.1B
$747 ﹤0.01%
35
-29
-45% -$600
EXLS icon
968
EXL Service
EXLS
$5.32B
$745 ﹤0.01%
17
-12
-41% -$548
ELAN icon
969
Elanco Animal Health
ELAN
$11.1B
$743 ﹤0.01%
52
+5
+11% +$58
HOMB icon
970
Home BancShares
HOMB
$6.17B
$740 ﹤0.01%
26
-14
-35% -$389
WTS icon
971
Watts Water Technologies
WTS
$12.8B
$738 ﹤0.01%
3
-3
-50% -$675
BMI icon
972
Badger Meter
BMI
$3.95B
$735 ﹤0.01%
3
-2
-40% -$453
TDAY
973
USA Today Co
TDAY
$1.05B
$734 ﹤0.01%
205
– –
MHK icon
974
Mohawk Industries
MHK
$9.19B
$734 ﹤0.01%
7
-4
-36% -$417
SW
975
Smurfit Westrock
SW
$25B
$734 ﹤0.01%
17
+5
+42% +$214
37 38
39
40 41

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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.