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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
+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
FOX icon
1076
Fox Class B
FOX
$23B
$2.73K ﹤0.01%
42
+20
+91% +$1.17K
GSY icon
1077
Invesco Ultra Short Duration ETF
GSY
$3.88B
$2.71K ﹤0.01%
+54
New +$2.71K
IR icon
1078
Ingersoll Rand
IR
$32.9B
$2.69K ﹤0.01%
34
+16
+89% +$1.26K
JXN icon
1079
Jackson Financial
JXN
$8.75B
$2.67K ﹤0.01%
25
+13
+108% +$1.29K
KYMR icon
1080
Kymera Therapeutics
KYMR
$9.12B
$2.65K ﹤0.01%
34
+33
+3,300% +$2.23K
FUTU icon
1081
Futu Holdings
FUTU
$14.8B
$2.63K ﹤0.01%
+16
New +$2.75K
ARM icon
1082
Arm
ARM
$292B
$2.62K ﹤0.01%
24
– –
AFRM icon
1083
Affirm
AFRM
$26.2B
$2.61K ﹤0.01%
35
+22
+169% +$1.58K
PSKY
1084
Paramount Skydance Corp
PSKY
$10.5B
$2.61K ﹤0.01%
195
+1
+0.5% +$16
EXR icon
1085
Extra Space Storage
EXR
$31B
$2.6K ﹤0.01%
+20
New +$2.73K
AIQ icon
1086
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$2.6K ﹤0.01%
51
– –
TDUP icon
1087
ThredUp
TDUP
$414M
$2.6K ﹤0.01%
+406
New +$3.28K
TPL icon
1088
Texas Pacific Land
TPL
$24.9B
$2.59K ﹤0.01%
9
+3
+50% +$916
XPO icon
1089
XPO
XPO
$24B
$2.58K ﹤0.01%
19
+8
+73% +$1.09K
LEN icon
1090
Lennar Class A
LEN
$20.9B
$2.57K ﹤0.01%
25
+12
+92% +$1.45K
XLP icon
1091
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$2.56K ﹤0.01%
33
– –
TFX icon
1092
Teleflex
TFX
$5.88B
$2.56K ﹤0.01%
+21
New +$2.54K
HHH icon
1093
Howard Hughes
HHH
$4B
$2.55K ﹤0.01%
32
-2
-6% -$166
GGG icon
1094
Graco
GGG
$13.4B
$2.54K ﹤0.01%
31
+14
+82% +$1.15K
SOLV icon
1095
Solventum
SOLV
$14.2B
$2.54K ﹤0.01%
+32
New +$2.45K
PAG icon
1096
Penske Automotive Group
PAG
$14.2B
$2.53K ﹤0.01%
16
+9
+129% +$1.48K
ADM icon
1097
Archer Daniels Midland
ADM
$38.6B
$2.53K ﹤0.01%
44
+31
+238% +$1.85K
PII icon
1098
Polaris
PII
$3.99B
$2.53K ﹤0.01%
+40
New +$2.63K
SEI
1099
Solaris Energy Infrastructure
SEI
$4.06B
$2.53K ﹤0.01%
+55
New +$2.66K
FMS icon
1100
Fresenius Medical Care
FMS
$12.6B
$2.52K ﹤0.01%
+106
New +$2.64K
42 43
44
45 46

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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.