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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGA icon
976
Magna International
MGA
$18.8B
$4.32K ﹤0.01%
+81
New +$3.96K
IXUS icon
977
iShares Core MSCI Total International Stock ETF
IXUS
$60.2B
$4.32K ﹤0.01%
+51
New +$4.28K
SLV icon
978
iShares Silver Trust
SLV
$31.5B
$4.32K ﹤0.01%
67
-135
-67% -$6.76K
IRDM icon
979
Iridium Communications
IRDM
$5.23B
$4.31K ﹤0.01%
+248
New +$4.38K
MKL icon
980
Markel Group
MKL
$22.8B
$4.3K ﹤0.01%
2
+1
+100% +$2.03K
FCNCA icon
981
First Citizens BancShares
FCNCA
$25.4B
$4.29K ﹤0.01%
2
+1
+100% +$1.89K
FHB icon
982
First Hawaiian
FHB
$3.34B
$4.28K ﹤0.01%
169
+153
+956% +$3.8K
HBAN icon
983
Huntington Bancshares
HBAN
$35.9B
$4.23K ﹤0.01%
244
+148
+154% +$2.43K
VXF icon
984
Vanguard Extended Market ETF
VXF
$31.9B
$4.18K ﹤0.01%
20
– –
CTSH icon
985
Cognizant
CTSH
$26.4B
$4.15K ﹤0.01%
50
+25
+100% +$1.87K
LOAR icon
986
Loar Holdings
LOAR
$6.83B
$4.15K ﹤0.01%
+61
New +$4.45K
RPRX icon
987
Royalty Pharma
RPRX
$25.7B
$4.1K ﹤0.01%
106
-419
-80% -$16K
TDY icon
988
Teledyne Technologies
TDY
$31.6B
$4.09K ﹤0.01%
8
+4
+100% +$2.11K
JCI icon
989
Johnson Controls International
JCI
$93.7B
$4.07K ﹤0.01%
34
– –
COHR icon
990
Coherent
COHR
$64.3B
$4.06K ﹤0.01%
22
+5
+29% +$748
RSSL
991
Global X Russell 2000 ETF
RSSL
$1.54B
$4.06K ﹤0.01%
42
– –
EWJ icon
992
iShares MSCI Japan ETF
EWJ
$22.7B
$4.04K ﹤0.01%
50
– –
AU icon
993
AngloGold Ashanti
AU
$49.3B
$4.01K ﹤0.01%
47
-10
-18% -$780
NFG icon
994
National Fuel Gas
NFG
$7.82B
$4K ﹤0.01%
50
+40
+400% +$3.3K
LYV icon
995
Live Nation Entertainment
LYV
$42.7B
$3.99K ﹤0.01%
28
+19
+211% +$2.73K
LYB icon
996
LyondellBasell Industries
LYB
$20.7B
$3.98K ﹤0.01%
+92
New +$4.17K
P
997
Everpure Inc
P
$36.4B
$3.96K ﹤0.01%
59
+51
+638% +$4.26K
SLDE
998
Slide Insurance Holdings
SLDE
$2.41B
$3.96K ﹤0.01%
+203
New +$3.38K
DLTR icon
999
Dollar Tree
DLTR
$24.6B
$3.94K ﹤0.01%
32
+5
+19% +$536
RELX icon
1000
RELX
RELX
$61.7B
$3.92K ﹤0.01%
+97
New +$4.14K
38 39
40
41 42

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.