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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
BF.B icon
1001
Brown-Forman Class B
BF.B
$12.8B
$5.71K ﹤0.01%
216
-504
-70% -$13.5K
EUAD
1002
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.26B
$5.7K ﹤0.01%
140
– –
INVH icon
1003
Invitation Homes
INVH
$17.7B
$5.69K ﹤0.01%
229
-268
-54% -$7.02K
SHLD icon
1004
Global X Defense Tech ETF
SHLD
$7.74B
$5.67K ﹤0.01%
+80
New +$5.96K
TFC icon
1005
Truist Financial
TFC
$64.3B
$5.66K ﹤0.01%
123
-7
-5% -$346
FCNCA icon
1006
First Citizens BancShares
FCNCA
$25.7B
$5.65K ﹤0.01%
3
+1
+50% +$2.01K
TSEM icon
1007
Tower Semiconductor
TSEM
$29.4B
$5.62K ﹤0.01%
+32
New +$4.3K
CPT icon
1008
Camden Property Trust
CPT
$10.9B
$5.57K ﹤0.01%
57
-413
-88% -$43.8K
BUD icon
1009
AB InBev
BUD
$156B
$5.55K ﹤0.01%
80
+62
+344% +$4.48K
SITM icon
1010
SiTime
SITM
$20.5B
$5.53K ﹤0.01%
16
-1
-6% -$368
PKG icon
1011
Packaging Corp of America
PKG
$22.8B
$5.52K ﹤0.01%
26
+3
+13% +$669
TEM
1012
Tempus AI
TEM
$9.85B
$5.52K ﹤0.01%
122
+18
+17% +$1.02K
NVO
1013
Novo Nordisk
NVO
$203B
$5.51K ﹤0.01%
150
-171
-53% -$8.1K
NPKI
1014
NPK International
NPKI
$1.19B
$5.51K ﹤0.01%
380
+378
+18,900% +$5.25K
KMB icon
1015
Kimberly-Clark
KMB
$36.2B
$5.5K ﹤0.01%
57
+42
+280% +$4.3K
DLTR icon
1016
Dollar Tree
DLTR
$24.7B
$5.48K ﹤0.01%
50
+18
+56% +$2.2K
UL icon
1017
Unilever
UL
$133B
$5.47K ﹤0.01%
96
+45
+88% +$3.02K
NAT icon
1018
Nordic American Tanker
NAT
$1.36B
$5.44K ﹤0.01%
+928
New +$4.39K
BLCN
1019
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$5.44K ﹤0.01%
259
– –
SPG icon
1020
Simon Property Group
SPG
$71.4B
$5.43K ﹤0.01%
29
+17
+142% +$3.24K
EYE icon
1021
National Vision
EYE
$1.56B
$5.41K ﹤0.01%
+209
New +$5.68K
TIP icon
1022
iShares TIPS Bond ETF
TIP
$14.7B
$5.41K ﹤0.01%
49
-4
-8% -$443
DINO icon
1023
HF Sinclair
DINO
$15.6B
$5.37K ﹤0.01%
86
+65
+310% +$3.52K
HAYW icon
1024
Hayward Holdings
HAYW
$3.25B
$5.37K ﹤0.01%
401
-25
-6% -$389
HYG icon
1025
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$5.33K ﹤0.01%
67
– –
39 40
41
42 43

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TCM
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PTC
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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.