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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
528
Increased
1,514
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
CSCO icon
76
Cisco
CSCO
$456B
$660K 0.07%
5,618
+172
+3% +$18K
DFAE icon
77
Dimensional Emerging Core Equity Market ETF
DFAE
$9.1B
$644K 0.07%
16,013
– –
VRT icon
78
Vertiv
VRT
$104B
$642K 0.07%
1,916
+282
+17% +$89.4K
VGT icon
79
Vanguard Information Technology ETF
VGT
$136B
$628K 0.07%
5,251
+3
+0.1% +$328
MPC icon
80
Marathon Petroleum
MPC
$89.3B
$619K 0.07%
2,423
+34
+1% +$8.35K
DTE icon
81
DTE Energy
DTE
$30.4B
$616K 0.07%
4,041
+301
+8% +$44K
VZ icon
82
Verizon
VZ
$201B
$596K 0.06%
14,085
-658
-4% -$30.9K
SLS icon
83
SELLAS Life Sciences
SLS
$1.98B
$590K 0.06%
40,000
+15,000
+60% +$104K
EMR icon
84
Emerson Electric
EMR
$85B
$558K 0.06%
3,900
-98
-2% -$13.8K
XLK icon
85
State Street Technology Select Sector SPDR ETF
XLK
$112B
$546K 0.06%
2,868
-28
-1% -$4.78K
ICF icon
86
iShares Select U.S. REIT ETF
ICF
$2.13B
$541K 0.06%
8,000
-653
-8% -$43.9K
EMXC icon
87
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.8B
$518K 0.06%
5,063
-762
-13% -$71.9K
BA icon
88
Boeing
BA
$175B
$511K 0.06%
2,359
+107
+5% +$23.8K
KMTS
89
Kestra Medical Technologies
KMTS
$1.4B
$510K 0.06%
+20,060
New +$420K
WDC icon
90
Western Digital
WDC
$160B
$495K 0.05%
775
-849
-52% -$413K
BAC icon
91
Bank of America
BAC
$439B
$494K 0.05%
8,665
+525
+6% +$27.9K
FSLR icon
92
First Solar
FSLR
$21.8B
$491K 0.05%
2,079
-1
-0% -$234
IBM icon
93
IBM
IBM
$214B
$489K 0.05%
1,741
-1
-0.1% -$252
ABBV icon
94
AbbVie
ABBV
$465B
$489K 0.05%
1,943
+153
+9% +$32.9K
VB icon
95
Vanguard Small-Cap ETF
VB
$80.2B
$467K 0.05%
1,539
– –
GE icon
96
GE Aerospace
GE
$377B
$463K 0.05%
1,239
+29
+2% +$9.08K
GBTC icon
97
Grayscale Bitcoin Trust
GBTC
$9.59B
$453K 0.05%
9,946
– –
VNQI icon
98
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$449K 0.05%
10,000
– –
SNDK
99
Sandisk
SNDK
$162B
$441K 0.05%
194
-16
-8% -$22.8K
IBIT icon
100
iShares Bitcoin Trust
IBIT
$47.4B
$439K 0.05%
13,177
+4,016
+44% +$163K
2 3
4
5 6

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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 528 new, 1,514 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 528 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.