We are live on ! Find out more
SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPXC icon
976
SPX Corp
SPXC
$10.6B
$1.12K ﹤0.01%
6
– –
FDN icon
977
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$1.12K ﹤0.01%
+4
New +$1.1K
ALV icon
978
Autoliv
ALV
$8.89B
$1.11K ﹤0.01%
9
– –
CMA
979
DELISTED
Comerica
CMA
$1.1K ﹤0.01%
16
– –
IPG
980
DELISTED
Interpublic Group of Companies
IPG
$1.09K ﹤0.01%
39
– –
DVN icon
981
Devon Energy
DVN
$48.8B
$1.09K ﹤0.01%
31
+23
+288% +$783
SSB icon
982
SouthState Bank Corp
SSB
$10.8B
$1.09K ﹤0.01%
11
– –
SJM icon
983
J.M. Smucker
SJM
$12.9B
$1.09K ﹤0.01%
10
– –
AL
984
DELISTED
Air Lease Corp
AL
$1.08K ﹤0.01%
17
– –
CVSA
985
Covista Inc
CVSA
$4.49B
$1.08K ﹤0.01%
7
– –
EVTC icon
986
Evertec
EVTC
$1.91B
$1.08K ﹤0.01%
32
– –
FSS icon
987
Federal Signal
FSS
$7.51B
$1.07K ﹤0.01%
9
– –
ATR icon
988
AptarGroup
ATR
$8.43B
$1.07K ﹤0.01%
8
– –
ETY icon
989
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.36B
$1.06K ﹤0.01%
67
+2
+3% +$31
FHN icon
990
First Horizon
FHN
$12.3B
$1.06K ﹤0.01%
47
+7
+18% +$156
ATI icon
991
ATI
ATI
$30.9B
$1.06K ﹤0.01%
13
– –
CRAI icon
992
CRA International
CRAI
$1.07B
$1.05K ﹤0.01%
5
– –
FYBR
993
DELISTED
Frontier Communications
FYBR
$1.05K ﹤0.01%
28
– –
MOG.A icon
994
Moog Inc Class A
MOG.A
$13.5B
$1.04K ﹤0.01%
5
– –
ENSG icon
995
The Ensign Group
ENSG
$10.6B
$1.04K ﹤0.01%
6
– –
RTO icon
996
Rentokil
RTO
$12.1B
$1.04K ﹤0.01%
41
– –
CMC icon
997
Commercial Metals
CMC
$7.98B
$1.03K ﹤0.01%
18
– –
WYNN icon
998
Wynn Resorts
WYNN
$10.5B
$1.03K ﹤0.01%
8
-65
-89% -$7.5K
MANH icon
999
Manhattan Associates
MANH
$11.7B
$1.02K ﹤0.01%
5
– –
SERV
1000
Serve Robotics
SERV
$428M
$1.02K ﹤0.01%
88
– –
38 39
40
41 42

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
ICM
Innovator Capital Management Wheaton, Illinois $925M AUM 49.11% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.