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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
MNDY icon
1026
monday.com
MNDY
$3.63B
$5.32K ﹤0.01%
77
+74
+2,467% +$7.1K
HBAN icon
1027
Huntington Bancshares
HBAN
$36.1B
$5.31K ﹤0.01%
339
+95
+39% +$1.62K
SJM icon
1028
J.M. Smucker
SJM
$12.7B
$5.3K ﹤0.01%
55
+48
+686% +$5.03K
APO icon
1029
Apollo Global Management
APO
$81.9B
$5.24K ﹤0.01%
47
+15
+47% +$1.86K
BLKB icon
1030
Blackbaud
BLKB
$2.03B
$5.21K ﹤0.01%
135
-17
-11% -$849
MSEX icon
1031
Middlesex Water
MSEX
$1.1B
$5.21K ﹤0.01%
100
– –
CBRE icon
1032
CBRE Group
CBRE
$42.7B
$5.15K ﹤0.01%
38
+8
+27% +$1.22K
MMM icon
1033
3M
MMM
$94.8B
$5.08K ﹤0.01%
35
-82
-70% -$13.1K
ESS icon
1034
Essex Property Trust
ESS
$18.1B
$5.08K ﹤0.01%
21
-185
-90% -$46.7K
FHN icon
1035
First Horizon
FHN
$12.3B
$5.07K ﹤0.01%
223
+176
+374% +$4.21K
VRTL
1036
GraniteShares 2x Long VRT Daily ETF
VRTL
$58M
$5.07K ﹤0.01%
+150
New +$4.38K
WAT icon
1037
Waters Corp
WAT
$40.9B
$5.06K ﹤0.01%
17
+7
+70% +$2.4K
SPHR icon
1038
Sphere Entertainment
SPHR
$6.29B
$5.05K ﹤0.01%
43
+40
+1,333% +$4.18K
EQT icon
1039
EQT Corp
EQT
$33.8B
$5.03K ﹤0.01%
79
-197
-71% -$11.5K
CVLT icon
1040
Commault Systems
CVLT
$5.87B
$4.99K ﹤0.01%
64
+62
+3,100% +$5.88K
UHAL icon
1041
U-Haul Holding Co
UHAL
$14.5B
$4.92K ﹤0.01%
103
+3
+3% +$154
BAH icon
1042
Booz Allen Hamilton
BAH
$9.43B
$4.92K ﹤0.01%
63
-161
-72% -$13.6K
CACI icon
1043
CACI
CACI
$15B
$4.89K ﹤0.01%
9
+2
+29% +$1.2K
XYZ
1044
Block Inc
XYZ
$47B
$4.88K ﹤0.01%
81
+1
+1% +$61
COKE icon
1045
Coca-Cola Consolidated
COKE
$12.6B
$4.79K ﹤0.01%
25
-36
-59% -$6.3K
ROIV icon
1046
Roivant Sciences
ROIV
$26.1B
$4.79K ﹤0.01%
173
-157
-48% -$4.03K
SNPS icon
1047
Synopsys
SNPS
$79B
$4.76K ﹤0.01%
12
+6
+100% +$2.71K
REXR icon
1048
Rexford Industrial Realty
REXR
$8.11B
$4.75K ﹤0.01%
+145
New +$5.44K
MFC icon
1049
Manulife Financial
MFC
$72.6B
$4.72K ﹤0.01%
137
+59
+76% +$2.12K
PHG icon
1050
Philips
PHG
$26.2B
$4.71K ﹤0.01%
178
+5
+3% +$141
40 41
42
43 44

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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.