We are live on ! Find out more
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
WSC icon
1101
WillScot Mobile Mini Holdings
WSC
$4.18B
$521 ﹤0.01%
19
+16
+533% +$426
SIGI icon
1102
Selective Insurance
SIGI
$5.66B
$520 ﹤0.01%
6
-1
-14% -$88
HEI.A icon
1103
HEICO Corp Class A
HEI.A
$37B
$518 ﹤0.01%
2
-1
-33% -$219
AAON icon
1104
Aaon
AAON
$7.31B
$517 ﹤0.01%
7
-4
-36% -$351
GBCI icon
1105
Glacier Bancorp
GBCI
$6.35B
$517 ﹤0.01%
12
-7
-37% -$290
TPH
1106
DELISTED
Tri Pointe Homes
TPH
$512 ﹤0.01%
16
-14
-47% -$430
GOLF icon
1107
Acushnet Holdings
GOLF
$5.34B
$510 ﹤0.01%
7
-7
-50% -$472
VCTR icon
1108
Victory Capital Holdings
VCTR
$6.85B
$510 ﹤0.01%
8
-6
-43% -$361
NTRA icon
1109
Natera
NTRA
$45.9B
$507 ﹤0.01%
3
-2
-40% -$312
SCCO icon
1110
Southern Copper
SCCO
$167B
$506 ﹤0.01%
5
-4
-44% -$352
MASI
1111
DELISTED
Masimo
MASI
$505 ﹤0.01%
3
-2
-40% -$319
MSA icon
1112
Mine Safety
MSA
$7.45B
$503 ﹤0.01%
3
– –
HGV icon
1113
Hilton Grand Vacations
HGV
$3.31B
$499 ﹤0.01%
12
-6
-33% -$226
BANF icon
1114
BancFirst
BANF
$3.77B
$495 ﹤0.01%
4
-3
-43% -$357
BFAM icon
1115
Bright Horizons
BFAM
$3.81B
$495 ﹤0.01%
4
-2
-33% -$245
DAR icon
1116
Darling Ingredients
DAR
$9.99B
$494 ﹤0.01%
+13
New +$428
NJR icon
1117
New Jersey Resources
NJR
$5.45B
$494 ﹤0.01%
11
-9
-45% -$422
VVV icon
1118
Valvoline
VVV
$4.3B
$493 ﹤0.01%
13
-15
-54% -$524
DAVA icon
1119
Endava
DAVA
$159M
$491 ﹤0.01%
32
– –
DORM icon
1120
Dorman Products
DORM
$3.95B
$491 ﹤0.01%
4
-3
-43% -$365
DXC icon
1121
DXC Technology
DXC
$1.74B
$490 ﹤0.01%
32
+11
+52% +$169
KNF icon
1122
Knife River
KNF
$3.83B
$490 ﹤0.01%
6
-1
-14% -$91
OPCH icon
1123
Option Care Health
OPCH
$3.67B
$488 ﹤0.01%
15
-9
-38% -$291
BIO icon
1124
Bio-Rad Laboratories Class A
BIO
$9.48B
$483 ﹤0.01%
2
-4
-67% -$946
BGC icon
1125
BGC Group
BGC
$4.86B
$481 ﹤0.01%
47
-16
-25% -$147
43 44
45
46 47

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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.