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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
+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
GFF icon
1076
Griffon
GFF
$4.75B
$10.1K ﹤0.01%
104
+98
+1,633% +$8.55K
APPS icon
1077
Digital Turbine
APPS
$1.74B
$10.1K ﹤0.01%
785
+783
+39,150% +$4.68K
DOX icon
1078
Amdocs
DOX
$6.22B
$10.1K ﹤0.01%
200
+199
+19,900% +$12.2K
MTZ icon
1079
MasTec
MTZ
$21.5B
$9.99K ﹤0.01%
24
+5
+26% +$1.91K
NMRK icon
1080
Newmark Group
NMRK
$2.52B
$9.97K ﹤0.01%
660
+624
+1,733% +$9.53K
AVT icon
1081
Avnet
AVT
$7.99B
$9.95K ﹤0.01%
112
+14
+14% +$1.15K
SON icon
1082
Sonoco
SON
$5.72B
$9.92K ﹤0.01%
176
+165
+1,500% +$8.46K
WMS icon
1083
Advanced Drainage Systems
WMS
$10.7B
$9.89K ﹤0.01%
63
-181
-74% -$25.9K
CWT icon
1084
California Water Service
CWT
$3.06B
$9.83K ﹤0.01%
202
+148
+274% +$6.67K
APG icon
1085
APi Group
APG
$18.3B
$9.83K ﹤0.01%
232
+117
+102% +$5.11K
CWK icon
1086
Cushman & Wakefield Ltd
CWK
$3.12B
$9.79K ﹤0.01%
731
+684
+1,455% +$9.18K
HMC icon
1087
Honda
HMC
$41.2B
$9.79K ﹤0.01%
361
-128
-26% -$3.26K
PEGA icon
1088
Pegasystems
PEGA
$5.43B
$9.77K ﹤0.01%
326
+255
+359% +$9.12K
MKL icon
1089
Markel Group
MKL
$22.8B
$9.77K ﹤0.01%
5
+3
+150% +$5.6K
LUNR icon
1090
Intuitive Machines
LUNR
$2.53B
$9.71K ﹤0.01%
454
+28
+7% +$786
NAVI icon
1091
Navient
NAVI
$796M
$9.71K ﹤0.01%
1,141
+1,012
+784% +$8.5K
CNO icon
1092
CNO Financial Group
CNO
$5.12B
$9.69K ﹤0.01%
190
+175
+1,167% +$8.13K
EPRT icon
1093
Essential Properties Realty Trust
EPRT
$6.53B
$9.64K ﹤0.01%
+323
New +$10K
RGTI icon
1094
Rigetti Computing
RGTI
$5.89B
$9.64K ﹤0.01%
499
+185
+59% +$3.58K
AEG icon
1095
Aegon
AEG
$14B
$9.62K ﹤0.01%
1,140
– –
ARES icon
1096
Ares Management
ARES
$31B
$9.57K ﹤0.01%
86
-66
-43% -$7.92K
LUV icon
1097
Southwest Airlines
LUV
$22B
$9.56K ﹤0.01%
186
+73
+65% +$3.07K
HALO icon
1098
Halozyme
HALO
$12.2B
$9.55K ﹤0.01%
122
+107
+713% +$7.3K
BNL icon
1099
Broadstone Net Lease
BNL
$3.93B
$9.51K ﹤0.01%
+460
New +$9.28K
NWE icon
1100
NorthWestern Energy
NWE
$4.38B
$9.45K ﹤0.01%
132
+115
+676% +$8.15K
42 43
44
45 46

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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.