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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
PENN icon
1101
PENN Entertainment
PENN
$2.57B
$2.49K ﹤0.01%
169
+145
+604% +$2.26K
BRO icon
1102
Brown & Brown
BRO
$23.4B
$2.47K ﹤0.01%
31
+14
+82% +$1.17K
AQN icon
1103
Algonquin Power & Utilities
AQN
$4.49B
$2.46K ﹤0.01%
400
– –
NKTR icon
1104
Nektar Therapeutics
NKTR
$2.57B
$2.45K ﹤0.01%
+58
New +$3.25K
INSM icon
1105
Insmed
INSM
$29.3B
$2.44K ﹤0.01%
14
+11
+367% +$2.01K
ETHE
1106
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$2.44K ﹤0.01%
100
– –
EEMV icon
1107
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.6B
$2.43K ﹤0.01%
+38
New +$2.45K
LII icon
1108
Lennox International
LII
$14.6B
$2.43K ﹤0.01%
5
-37
-88% -$18.5K
PSO icon
1109
Pearson
PSO
$9.62B
$2.43K ﹤0.01%
+173
New +$2.39K
HLNE icon
1110
Hamilton Lane
HLNE
$5.66B
$2.42K ﹤0.01%
18
+15
+500% +$1.89K
GPN icon
1111
Global Payments
GPN
$22.4B
$2.4K ﹤0.01%
31
+17
+121% +$1.37K
VIS icon
1112
Vanguard Industrials ETF
VIS
$8.49B
$2.39K ﹤0.01%
+8
New +$2.38K
J icon
1113
Jacobs Solutions
J
$16.9B
$2.39K ﹤0.01%
18
+9
+100% +$1.32K
CVSA
1114
Covista Inc
CVSA
$4.29B
$2.38K ﹤0.01%
23
+16
+229% +$1.83K
NI icon
1115
NiSource
NI
$20.1B
$2.38K ﹤0.01%
57
+34
+148% +$1.45K
WY icon
1116
Weyerhaeuser
WY
$17.7B
$2.37K ﹤0.01%
100
– –
DRIV icon
1117
Global X Autonomous & Electric Vehicles ETF
DRIV
$396M
$2.37K ﹤0.01%
80
– –
ESAB icon
1118
ESAB
ESAB
$5.33B
$2.35K ﹤0.01%
21
+12
+133% +$1.37K
VGIT icon
1119
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.34K ﹤0.01%
+39
New +$2.35K
SGI
1120
Somnigroup International
SGI
$13.4B
$2.32K ﹤0.01%
26
+8
+44% +$699
CROX icon
1121
Crocs
CROX
$6.19B
$2.31K ﹤0.01%
+27
New +$2.26K
OLLI icon
1122
Ollie's Bargain Outlet
OLLI
$4.6B
$2.3K ﹤0.01%
21
+14
+200% +$1.69K
KVUE icon
1123
Kenvue
KVUE
$36.2B
$2.28K ﹤0.01%
+132
New +$2.16K
LNT icon
1124
Alliant Energy
LNT
$18.1B
$2.28K ﹤0.01%
35
+20
+133% +$1.34K
TYL icon
1125
Tyler Technologies
TYL
$12.9B
$2.27K ﹤0.01%
5
+2
+67% +$953
43 44
45
46 47

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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.