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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
MPWR icon
976
Monolithic Power Systems
MPWR
$67.9B
$732 ﹤0.01%
1
-7
-88% -$4.46K
FTV icon
977
Fortive
FTV
$18.6B
$730 ﹤0.01%
14
-55
-80% -$2.88K
UGI icon
978
UGI
UGI
$7.29B
$729 ﹤0.01%
20
-9
-31% -$310
LRN icon
979
Stride
LRN
$3.33B
$726 ﹤0.01%
5
-4
-44% -$579
KHC icon
980
Kraft Heinz
KHC
$29.6B
$724 ﹤0.01%
28
-46
-62% -$1.28K
EAT icon
981
Brinker International
EAT
$9.76B
$722 ﹤0.01%
4
-3
-43% -$471
TAP icon
982
Molson Coors Class B
TAP
$7.93B
$722 ﹤0.01%
15
-23
-61% -$1.27K
FBIN icon
983
Fortune Brands Innovations
FBIN
$5.73B
$721 ﹤0.01%
14
-10
-42% -$523
ABCB icon
984
Ameris Bancorp
ABCB
$5.88B
$712 ﹤0.01%
11
-7
-39% -$415
DXCM icon
985
DexCom
DXCM
$33.1B
$699 ﹤0.01%
8
+5
+167% +$392
H icon
986
Hyatt Hotels
H
$16B
$699 ﹤0.01%
5
-3
-38% -$374
CALM icon
987
Cal-Maine
CALM
$3.85B
$698 ﹤0.01%
7
-5
-42% -$478
PFSI icon
988
PennyMac Financial
PFSI
$3.94B
$698 ﹤0.01%
7
-5
-42% -$485
BRBR icon
989
BellRing Brands
BRBR
$1.32B
$696 ﹤0.01%
12
-8
-40% -$534
UFPI icon
990
UFP Industries
UFPI
$5.01B
$696 ﹤0.01%
7
-7
-50% -$706
BDC icon
991
Belden
BDC
$5.28B
$695 ﹤0.01%
6
-1
-14% -$105
DCI icon
992
Donaldson
DCI
$11.2B
$694 ﹤0.01%
10
-9
-47% -$605
ERIE icon
993
Erie Indemnity
ERIE
$13.2B
$694 ﹤0.01%
2
-2
-50% -$742
MOS icon
994
The Mosaic Company
MOS
$7.46B
$694 ﹤0.01%
19
+6
+46% +$192
UBSI icon
995
United Bankshares
UBSI
$6.55B
$693 ﹤0.01%
19
-10
-34% -$351
AVT icon
996
Avnet
AVT
$7.99B
$691 ﹤0.01%
13
-9
-41% -$447
NEU icon
997
NewMarket
NEU
$8.37B
$691 ﹤0.01%
1
-1
-50% -$620
NSIT icon
998
Insight Enterprises
NSIT
$4.54B
$691 ﹤0.01%
5
-5
-50% -$673
NWS icon
999
News Corp Class B
NWS
$17.6B
$687 ﹤0.01%
20
-13
-39% -$412
BOKF icon
1000
BOK Financial
BOKF
$8.7B
$684 ﹤0.01%
7
-8
-53% -$753
38 39
40
41 42

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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.