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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
KBH icon
1026
KB Home
KBH
$3.47B
$636 ﹤0.01%
12
-9
-43% -$479
GXO icon
1027
GXO Logistics
GXO
$5.4B
$634 ﹤0.01%
13
+4
+44% +$159
CPNG icon
1028
Coupang
CPNG
$29.1B
$630 ﹤0.01%
21
-18
-46% -$461
PPC icon
1029
Pilgrim's Pride
PPC
$6.31B
$630 ﹤0.01%
14
-9
-39% -$442
MTN icon
1030
Vail Resorts
MTN
$5.21B
$629 ﹤0.01%
+4
New +$594
PODD icon
1031
Insulet
PODD
$9.91B
$629 ﹤0.01%
2
-1
-33% -$289
VIRT icon
1032
Virtu Financial
VIRT
$4.92B
$628 ﹤0.01%
14
-11
-44% -$443
ZS icon
1033
Zscaler
ZS
$28.6B
$628 ﹤0.01%
2
-1
-33% -$249
THO icon
1034
Thor Industries
THO
$4.14B
$622 ﹤0.01%
7
-5
-42% -$395
EIX icon
1035
Edison International
EIX
$26.1B
$620 ﹤0.01%
12
+7
+140% +$384
CRVL icon
1036
CorVel
CRVL
$3.15B
$617 ﹤0.01%
6
-3
-33% -$331
ITGR icon
1037
Integer Holdings
ITGR
$4.25B
$615 ﹤0.01%
5
-3
-38% -$358
APTV icon
1038
Aptiv
APTV
$10.3B
$614 ﹤0.01%
+9
New +$557
XYZ
1039
Block Inc
XYZ
$47.5B
$612 ﹤0.01%
9
-118
-93% -$6.87K
AX icon
1040
Axos Financial
AX
$5.63B
$609 ﹤0.01%
8
-3
-27% -$203
XRX icon
1041
Xerox
XRX
$427M
$609 ﹤0.01%
115
+3
+3% +$15
ACA icon
1042
Arcosa
ACA
$7.11B
$607 ﹤0.01%
7
-4
-36% -$335
MCY icon
1043
Mercury Insurance
MCY
$5.92B
$607 ﹤0.01%
9
-6
-40% -$357
BAX icon
1044
Baxter International
BAX
$14.4B
$606 ﹤0.01%
20
-24
-55% -$728
ONTO icon
1045
Onto Innovation
ONTO
$14.5B
$606 ﹤0.01%
6
-5
-45% -$534
GPOR icon
1046
Gulfport Energy Corp
GPOR
$2.97B
$604 ﹤0.01%
3
– –
DBX icon
1047
Dropbox
DBX
$8.07B
$601 ﹤0.01%
21
-16
-43% -$453
NXT icon
1048
Nextpower Inc
NXT
$15.6B
$599 ﹤0.01%
11
-3
-21% -$150
AZEK
1049
DELISTED
The AZEK Co
AZEK
$598 ﹤0.01%
11
-5
-31% -$251
ACIW icon
1050
ACI Worldwide
ACIW
$5.34B
$597 ﹤0.01%
13
-12
-48% -$590
40 41
42
43 44

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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.