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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
-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
PLTR icon
76
Palantir
PLTR
$421B
$526K 0.06%
3,594
-2,128
-37% -$325K
GBTC icon
77
Grayscale Bitcoin Trust
GBTC
$9.61B
$525K 0.06%
9,946
-17,632
-64% -$1.05M
EMR icon
78
Emerson Electric
EMR
$88.5B
$524K 0.06%
3,998
+316
+9% +$45.4K
GLD icon
79
SPDR Gold Trust
GLD
$143B
$471K 0.06%
1,094
-1
-0.1% -$448
ETH
80
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
$464K 0.06%
23,370
+23,320
+46,640% +$528K
EMXC icon
81
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.8B
$458K 0.06%
5,825
-202
-3% -$16.2K
VGT icon
82
Vanguard Information Technology ETF
VGT
$147B
$458K 0.06%
5,248
-160
-3% -$14.7K
BA icon
83
Boeing
BA
$184B
$448K 0.05%
2,252
+519
+30% +$118K
VNQI icon
84
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$445K 0.05%
10,000
– –
WDC icon
85
Western Digital
WDC
$151B
$439K 0.05%
1,624
+733
+82% +$191K
FDX icon
86
FedEx
FDX
$76.9B
$438K 0.05%
1,229
+332
+37% +$115K
IAUM icon
87
iShares Gold Trust Micro
IAUM
$6.95B
$437K 0.05%
9,348
– –
CSCO icon
88
Cisco
CSCO
$483B
$423K 0.05%
5,446
-2,534
-32% -$198K
IBM icon
89
IBM
IBM
$223B
$422K 0.05%
1,742
+196
+13% +$53K
FSLR icon
90
First Solar
FSLR
$25.7B
$410K 0.05%
2,080
-95
-4% -$21K
VRT icon
91
Vertiv
VRT
$104B
$410K 0.05%
1,634
+812
+99% +$180K
VB icon
92
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$403K 0.05%
1,539
+31
+2% +$8.39K
BAC icon
93
Bank of America
BAC
$447B
$397K 0.05%
8,140
+487
+6% +$25.1K
ABBV icon
94
AbbVie
ABBV
$438B
$389K 0.05%
1,790
-384
-18% -$85.2K
XLK icon
95
State Street Technology Select Sector SPDR ETF
XLK
$122B
$385K 0.05%
2,896
+5
+0.2% +$705
MAR icon
96
Marriott International
MAR
$90.9B
$384K 0.05%
1,174
+1,100
+1,486% +$362K
LRCX icon
97
Lam Research
LRCX
$383B
$384K 0.05%
1,795
+579
+48% +$129K
ITW icon
98
Illinois Tool Works
ITW
$83.9B
$380K 0.05%
1,461
-310
-18% -$84.3K
KR icon
99
Kroger
KR
$34.6B
$379K 0.05%
5,232
-1,424
-21% -$96.3K
DELL icon
100
Dell
DELL
$296B
$369K 0.05%
2,248
+1,204
+115% +$160K
2 3
4
5 6

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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.