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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONON icon
1101
On Holding
ONON
$10.6B
$763 ﹤0.01%
18
– –
CFR icon
1102
Cullen/Frost Bankers
CFR
$10.5B
$761 ﹤0.01%
6
– –
HQY icon
1103
HealthEquity
HQY
$8.83B
$759 ﹤0.01%
8
– –
LAUR icon
1104
Laureate Education
LAUR
$5.15B
$757 ﹤0.01%
24
– –
EXLS icon
1105
EXL Service
EXLS
$5.36B
$749 ﹤0.01%
17
– –
CORT icon
1106
Corcept Therapeutics
CORT
$11.9B
$748 ﹤0.01%
9
– –
LRN icon
1107
Stride
LRN
$3.48B
$745 ﹤0.01%
5
– –
IBP icon
1108
Installed Building Products
IBP
$6.54B
$740 ﹤0.01%
3
– –
CR icon
1109
Crane Co
CR
$12.7B
$737 ﹤0.01%
4
– –
HOMB icon
1110
Home BancShares
HOMB
$6.27B
$736 ﹤0.01%
26
– –
FVRR icon
1111
Fiverr
FVRR
$324M
$733 ﹤0.01%
30
– –
LKQ icon
1112
LKQ Corp
LKQ
$6.38B
$733 ﹤0.01%
24
+3
+14% +$99
BG icon
1113
Bunge Global
BG
$21.7B
$732 ﹤0.01%
9
-4
-31% -$321
PB icon
1114
Prosperity Bancshares
PB
$8.97B
$730 ﹤0.01%
11
– –
HL icon
1115
Hecla Mining
HL
$11.9B
$726 ﹤0.01%
60
– –
BDC icon
1116
Belden
BDC
$5.36B
$722 ﹤0.01%
6
– –
H icon
1117
Hyatt Hotels
H
$16.9B
$710 ﹤0.01%
5
– –
UBSI icon
1118
United Bankshares
UBSI
$6.68B
$707 ﹤0.01%
19
– –
BMRN icon
1119
BioMarin Pharmaceuticals
BMRN
$13.3B
$705 ﹤0.01%
+13
New +$743
ODFL icon
1120
Old Dominion Freight Line
ODFL
$44.7B
$704 ﹤0.01%
5
-5
-50% -$765
CDE icon
1121
Coeur Mining
CDE
$19B
$695 ﹤0.01%
37
+14
+61% +$171
PIPR icon
1122
Piper Sandler
PIPR
$5.54B
$694 ﹤0.01%
8
– –
DBI icon
1123
Designer Brands
DBI
$312M
$692 ﹤0.01%
195
– –
QBTS icon
1124
D-Wave Quantum Inc. Common Stock
QBTS
$7.78B
$692 ﹤0.01%
28
– –
FLS icon
1125
Flowserve
FLS
$10.3B
$691 ﹤0.01%
13
– –
43 44
45
46 47

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.