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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAFT icon
1026
Safety Insurance
SAFT
$1.52B
$11.6K ﹤0.01%
155
+130
+520% +$9.48K
AEIS icon
1027
Advanced Energy
AEIS
$12.6B
$11.6K ﹤0.01%
31
+26
+520% +$9.09K
BOKF icon
1028
BOK Financial
BOKF
$8.7B
$11.5K ﹤0.01%
83
+74
+822% +$9.78K
HUBS icon
1029
HubSpot
HUBS
$10.8B
$11.5K ﹤0.01%
63
-11
-15% -$2.3K
FBRT
1030
Franklin BSP Realty Trust
FBRT
$649M
$11.4K ﹤0.01%
+1,405
New +$12.2K
BR icon
1031
Broadridge
BR
$19.8B
$11.4K ﹤0.01%
83
-276
-77% -$41.7K
IEMG icon
1032
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$11.3K ﹤0.01%
137
– –
NI icon
1033
NiSource
NI
$20B
$11.3K ﹤0.01%
238
+169
+245% +$8K
CHRW icon
1034
C.H. Robinson
CHRW
$17.3B
$11.3K ﹤0.01%
60
-1
-2% -$178
APAM icon
1035
Artisan Partners
APAM
$3B
$11.3K ﹤0.01%
326
+318
+3,975% +$11.7K
ADM icon
1036
Archer Daniels Midland
ADM
$38.8B
$11.2K ﹤0.01%
147
+92
+167% +$7K
MSI icon
1037
Motorola Solutions
MSI
$76.5B
$11.2K ﹤0.01%
27
+4
+17% +$1.67K
AR icon
1038
Antero Resources
AR
$11.4B
$11.2K ﹤0.01%
318
-149
-32% -$5.49K
PAA icon
1039
Plains All American Pipeline
PAA
$16.4B
$11.1K ﹤0.01%
500
– –
CASY icon
1040
Casey's General Stores
CASY
$31.6B
$11.1K ﹤0.01%
14
– –
SARO
1041
StandardAero Inc
SARO
$9.37B
$11.1K ﹤0.01%
+370
New +$9.73K
RVMD icon
1042
Revolution Medicines
RVMD
$44.4B
$11.1K ﹤0.01%
59
+49
+490% +$7.16K
LEA icon
1043
Lear
LEA
$8.05B
$11K ﹤0.01%
82
+5
+6% +$670
KD icon
1044
Kyndryl
KD
$2.97B
$10.9K ﹤0.01%
966
+431
+81% +$5.37K
CPK icon
1045
Chesapeake Utilities
CPK
$3.19B
$10.9K ﹤0.01%
89
+85
+2,125% +$10.7K
FLNG icon
1046
FLEX LNG
FLNG
$1.64B
$10.9K ﹤0.01%
+388
New +$12K
SYF icon
1047
Synchrony
SYF
$25.4B
$10.9K ﹤0.01%
143
-12
-8% -$881
ASH icon
1048
Ashland
ASH
$3.45B
$10.9K ﹤0.01%
165
+154
+1,400% +$8.94K
WSO icon
1049
Watsco Inc
WSO
$13.5B
$10.8K ﹤0.01%
26
+17
+189% +$6.83K
BCRX icon
1050
BioCryst Pharmaceuticals
BCRX
$2.51B
$10.8K ﹤0.01%
1,083
+1,069
+7,636% +$9.67K
40 41
42
43 44

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
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.