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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
VEEV icon
76
Veeva Systems
VEEV
$37.4B
$308K 0.05%
1,070
-3
-0.3% -$744
GWW icon
77
W.W. Grainger
GWW
$60.2B
$292K 0.05%
281
-2
-0.7% -$2.08K
ABBV icon
78
AbbVie
ABBV
$435B
$289K 0.05%
1,556
-941
-38% -$175K
SHW icon
79
Sherwin-Williams
SHW
$89.8B
$287K 0.05%
837
-16
-2% -$5.54K
BAC icon
80
Bank of America
BAC
$442B
$286K 0.05%
6,046
-76
-1% -$3.2K
VB icon
81
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$276K 0.04%
1,164
-234
-17% -$52.2K
MAS icon
82
Masco
MAS
$15.3B
$271K 0.04%
4,216
-81
-2% -$5.1K
DFAT icon
83
Dimensional US Targeted Value ETF
DFAT
$14.7B
$265K 0.04%
4,907
-350
-7% -$17.8K
SYK icon
84
Stryker
SYK
$130B
$264K 0.04%
668
-4
-0.6% -$1.5K
ELV icon
85
Elevance Health
ELV
$85.5B
$263K 0.04%
677
-41
-6% -$16.5K
ABT icon
86
Abbott
ABT
$187B
$253K 0.04%
1,863
-186
-9% -$24.5K
CSCO icon
87
Cisco
CSCO
$479B
$246K 0.04%
3,548
-106
-3% -$6.51K
COR icon
88
Cencora
COR
$61.2B
$244K 0.04%
812
-36
-4% -$10.4K
AXON
89
Axon Enterprise
AXON
$46.4B
$243K 0.04%
294
+31
+12% +$21.1K
ITW icon
90
Illinois Tool Works
ITW
$84.5B
$231K 0.04%
936
-5
-0.5% -$1.21K
DIS icon
91
Walt Disney
DIS
$181B
$228K 0.04%
1,838
-557
-23% -$57.9K
IWM icon
92
iShares Russell 2000 ETF
IWM
$81.9B
$227K 0.04%
1,054
– –
SCHB icon
93
Schwab US Broad Market ETF
SCHB
$44.9B
$215K 0.03%
9,010
– –
VUG icon
94
Vanguard Morningstar Growth ETF
VUG
$230B
$214K 0.03%
2,922
+120
+4% +$7.9K
AVGO icon
95
Broadcom
AVGO
$2.04T
$211K 0.03%
767
-440
-36% -$95.5K
IRM icon
96
Iron Mountain
IRM
$36.1B
$205K 0.03%
2,000
+400
+25% +$37.7K
DTM icon
97
DT Midstream
DTM
$13.4B
$203K 0.03%
1,843
-8
-0.4% -$810
KO icon
98
Coca-Cola
KO
$375B
$199K 0.03%
2,813
-707
-20% -$50.4K
ORCL icon
99
Oracle
ORCL
$423B
$195K 0.03%
891
-328
-27% -$53K
FCN icon
100
FTI Consulting
FCN
$4.18B
$194K 0.03%
1,204
-3
-0.2% -$490
2 3
4
5 6

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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.