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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
AKAM icon
1051
Akamai
AKAM
$17.2B
$2.97K ﹤0.01%
34
+26
+325% +$2.14K
CNP icon
1052
CenterPoint Energy
CNP
$26.6B
$2.95K ﹤0.01%
77
+43
+126% +$1.68K
LAND
1053
Gladstone Land Corp
LAND
$347M
$2.95K ﹤0.01%
323
+5
+2% +$46
GPC icon
1054
Genuine Parts
GPC
$18.5B
$2.95K ﹤0.01%
24
+12
+100% +$1.55K
LITE icon
1055
Lumentum
LITE
$68.5B
$2.95K ﹤0.01%
8
+3
+60% +$770
DLR icon
1056
Digital Realty Trust
DLR
$72B
$2.94K ﹤0.01%
+19
New +$3.12K
COCO icon
1057
Vita Coco
COCO
$3.77B
$2.92K ﹤0.01%
+55
New +$2.58K
TCBI icon
1058
Texas Capital Bancshares
TCBI
$4.36B
$2.9K ﹤0.01%
32
+26
+433% +$2.28K
RMD icon
1059
ResMed
RMD
$31.9B
$2.89K ﹤0.01%
12
-80
-87% -$20.5K
PEG icon
1060
Public Service Enterprise Group
PEG
$37.7B
$2.89K ﹤0.01%
36
+20
+125% +$1.63K
BLDR icon
1061
Builders FirstSource
BLDR
$8.08B
$2.88K ﹤0.01%
28
+10
+56% +$1.12K
XEL icon
1062
Xcel Energy
XEL
$48.6B
$2.88K ﹤0.01%
39
+20
+105% +$1.58K
TLT icon
1063
iShares 20+ Year Treasury Bond ETF
TLT
$40.7B
$2.88K ﹤0.01%
+33
New +$2.95K
GFS icon
1064
GlobalFoundries
GFS
$28.9B
$2.86K ﹤0.01%
+82
New +$2.92K
FIS icon
1065
Fidelity National Information Services
FIS
$21.7B
$2.86K ﹤0.01%
43
+21
+95% +$1.39K
NOC icon
1066
Northrop Grumman
NOC
$81.1B
$2.85K ﹤0.01%
5
– –
HRB icon
1067
H&R Block
HRB
$6.91B
$2.83K ﹤0.01%
65
+49
+306% +$2.29K
OPRA
1068
Opera Ltd
OPRA
$1.79B
$2.83K ﹤0.01%
200
– –
MFC icon
1069
Manulife Financial
MFC
$72.6B
$2.83K ﹤0.01%
+78
New +$2.65K
SNPS icon
1070
Synopsys
SNPS
$80B
$2.82K ﹤0.01%
6
+2
+50% +$888
FFIV icon
1071
F5
FFIV
$23.5B
$2.81K ﹤0.01%
11
-145
-93% -$39K
MCHP icon
1072
Microchip Technology
MCHP
$44.7B
$2.8K ﹤0.01%
44
+40
+1,000% +$2.47K
WK icon
1073
Workiva
WK
$3.72B
$2.76K ﹤0.01%
32
+30
+1,500% +$2.66K
REVG
1074
DELISTED
REV Group
REVG
$2.74K ﹤0.01%
+45
New +$2.53K
BYLD icon
1075
iShares Yield Optimized Bond ETF
BYLD
$442M
$2.73K ﹤0.01%
+120
New +$2.75K
41 42
43
44 45

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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.