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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
+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
Cap. Flow
+$38M
Cap. Flow %
4.8%
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
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
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
UHAL icon
951
U-Haul Holding Co
UHAL
$14.3B
$5.04K ﹤0.01%
100
-122
-55% -$6.49K
CNA icon
952
CNA Financial
CNA
$13.8B
$5.01K ﹤0.01%
105
+103
+5,150% +$4.75K
MSI icon
953
Motorola Solutions
MSI
$77.3B
$4.98K ﹤0.01%
13
+7
+117% +$2.81K
WTW icon
954
Willis Towers Watson
WTW
$31.8B
$4.93K ﹤0.01%
15
+8
+114% +$2.62K
ESNT icon
955
Essent Group
ESNT
$6.08B
$4.88K ﹤0.01%
75
+60
+400% +$3.73K
CBRE icon
956
CBRE Group
CBRE
$42.7B
$4.82K ﹤0.01%
30
+15
+100% +$2.36K
TRGP icon
957
Targa Resources
TRGP
$56.9B
$4.8K ﹤0.01%
26
+10
+63% +$1.68K
OKTA icon
958
Okta
OKTA
$26.1B
$4.76K ﹤0.01%
55
-474
-90% -$41.4K
PKG icon
959
Packaging Corp of America
PKG
$22.9B
$4.74K ﹤0.01%
23
+11
+92% +$2.24K
LBTYA icon
960
Liberty Global Class A
LBTYA
$3.48B
$4.68K ﹤0.01%
420
+398
+1,809% +$4.41K
EWX icon
961
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$693M
$4.66K ﹤0.01%
71
– –
APO icon
962
Apollo Global Management
APO
$82.8B
$4.63K ﹤0.01%
32
-176
-85% -$23.4K
NBIS
963
Nebius Group N.V.
NBIS
$49.1B
$4.6K ﹤0.01%
+55
New +$5.7K
ONTO icon
964
Onto Innovation
ONTO
$19.5B
$4.58K ﹤0.01%
29
+23
+383% +$3.27K
PHG icon
965
Philips
PHG
$26.4B
$4.52K ﹤0.01%
+173
New +$4.62K
ZS icon
966
Zscaler
ZS
$28.9B
$4.5K ﹤0.01%
20
+18
+900% +$5.08K
ROP icon
967
Roper Technologies
ROP
$39.5B
$4.45K ﹤0.01%
10
+7
+233% +$3.24K
HUBB icon
968
Hubbell
HUBB
$27.5B
$4.44K ﹤0.01%
10
+5
+100% +$2.19K
CASY icon
969
Casey's General Stores
CASY
$30.7B
$4.42K ﹤0.01%
8
+3
+60% +$1.65K
CQP icon
970
Cheniere Energy
CQP
$32.2B
$4.42K ﹤0.01%
83
+2
+2% +$106
JAMF
971
DELISTED
Jamf
JAMF
$4.41K ﹤0.01%
+339
New +$4.11K
MSGS icon
972
Madison Square Garden
MSGS
$9.47B
$4.4K ﹤0.01%
17
+15
+750% +$3.41K
VC icon
973
Visteon
VC
$2.83B
$4.38K ﹤0.01%
46
+44
+2,200% +$4.66K
INDA icon
974
iShares MSCI India ETF
INDA
$6.6B
$4.32K ﹤0.01%
80
– –
BCO icon
975
Brink's
BCO
$4.69B
$4.32K ﹤0.01%
37
+33
+825% +$3.77K
37 38
39
40 41

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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.