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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
LAUR icon
1076
Laureate Education
LAUR
$5.13B
$562 ﹤0.01%
24
-11
-31% -$236
AZN icon
1077
AstraZeneca
AZN
$251B
$560 ﹤0.01%
4
– –
PBH icon
1078
Prestige Consumer Healthcare
PBH
$2.51B
$559 ﹤0.01%
7
-7
-50% -$585
WTRG icon
1079
Essential Utilities
WTRG
$11.3B
$558 ﹤0.01%
15
-16
-52% -$623
HUBS icon
1080
HubSpot
HUBS
$10.8B
$557 ﹤0.01%
+1
New +$586
PIPR icon
1081
Piper Sandler
PIPR
$5.29B
$556 ﹤0.01%
8
-8
-50% -$498
SLVM icon
1082
Sylvamo
SLVM
$1.6B
$552 ﹤0.01%
11
-5
-31% -$282
NMIH icon
1083
NMI Holdings
NMIH
$3.32B
$549 ﹤0.01%
13
-9
-41% -$338
SAIA icon
1084
Saia
SAIA
$9.49B
$548 ﹤0.01%
2
-3
-60% -$855
CHX
1085
DELISTED
ChampionX
CHX
$547 ﹤0.01%
22
-16
-42% -$403
SNEX icon
1086
StoneX
SNEX
$7.81B
$547 ﹤0.01%
14
-9
-39% -$338
LTH icon
1087
Life Time Group Holdings
LTH
$9.49B
$546 ﹤0.01%
18
-22
-55% -$653
AUR icon
1088
Aurora
AUR
$13.7B
$545 ﹤0.01%
104
-54
-34% -$339
SFBS
1089
ServisFirst Bancshares
SFBS
$4.84B
$543 ﹤0.01%
7
-5
-42% -$369
PLXS icon
1090
Plexus
PLXS
$7.16B
$542 ﹤0.01%
4
-3
-43% -$385
IBP icon
1091
Installed Building Products
IBP
$6.27B
$541 ﹤0.01%
3
-2
-40% -$333
MGY icon
1092
Magnolia Oil & Gas
MGY
$6.16B
$540 ﹤0.01%
24
-16
-40% -$354
FELE icon
1093
Franklin Electric
FELE
$4.75B
$539 ﹤0.01%
6
-1
-14% -$88
MIR icon
1094
Mirion Technologies
MIR
$3.75B
$539 ﹤0.01%
25
-18
-42% -$310
YETI icon
1095
Yeti Holdings
YETI
$3.99B
$537 ﹤0.01%
17
-1
-6% -$30
EPAM icon
1096
EPAM Systems
EPAM
$5.02B
$531 ﹤0.01%
3
-1
-25% -$167
HRI icon
1097
Herc Holdings
HRI
$5.68B
$527 ﹤0.01%
4
-1
-20% -$121
VLY icon
1098
Valley National Bancorp
VLY
$8.1B
$527 ﹤0.01%
59
-42
-42% -$365
CVLT icon
1099
Commault Systems
CVLT
$5.78B
$523 ﹤0.01%
3
-1
-25% -$171
BCC icon
1100
Boise Cascade
BCC
$2.96B
$521 ﹤0.01%
6
-1
-14% -$91
42 43
44
45 46

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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.