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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAND
1101
Gladstone Land Corp
LAND
$353M
$4K ﹤0.01%
392
+69
+21% +$742
ADM icon
1102
Archer Daniels Midland
ADM
$38.4B
$4K ﹤0.01%
55
+11
+25% +$743
AFRM icon
1103
Affirm
AFRM
$24.6B
$3.99K ﹤0.01%
87
+52
+149% +$3K
IVES
1104
Dan IVES Wedbush AI Revolution ETF
IVES
$1.08B
$3.97K ﹤0.01%
+140
New +$4.33K
LLYVA icon
1105
Liberty Live Group Series A
LLYVA
$9.45B
$3.94K ﹤0.01%
43
+42
+4,200% +$3.69K
RARE icon
1106
Ultragenyx Pharmaceutical
RARE
$2.65B
$3.94K ﹤0.01%
188
+141
+300% +$3.17K
ADEA icon
1107
Adeia
ADEA
$3.1B
$3.92K ﹤0.01%
+163
New +$3.31K
AVSD icon
1108
Avantis Responsible International Equity ETF
AVSD
$367M
$3.9K ﹤0.01%
+53
New +$4.07K
NMIH icon
1109
NMI Holdings
NMIH
$3.38B
$3.9K ﹤0.01%
104
+51
+96% +$1.98K
NB
1110
NioCorp Developments
NB
$760M
$3.9K ﹤0.01%
+874
New +$5.01K
SXT icon
1111
Sensient Technologies
SXT
$5.55B
$3.89K ﹤0.01%
45
+38
+543% +$3.56K
PCTY icon
1112
Paylocity
PCTY
$7.73B
$3.89K ﹤0.01%
36
-68
-65% -$8.34K
SSNC icon
1113
SS&C Technologies
SSNC
$18.8B
$3.85K ﹤0.01%
57
+15
+36% +$1.15K
IR icon
1114
Ingersoll Rand
IR
$32.9B
$3.85K ﹤0.01%
48
+14
+41% +$1.24K
MKL icon
1115
Markel Group
MKL
$22.8B
$3.83K ﹤0.01%
2
– –
VLTO icon
1116
Veralto
VLTO
$23.6B
$3.8K ﹤0.01%
43
-144
-77% -$13.7K
ARQT icon
1117
Arcutis Biotherapeutics
ARQT
$3.3B
$3.79K ﹤0.01%
161
-368
-70% -$9.39K
ARM icon
1118
Arm
ARM
$290B
$3.78K ﹤0.01%
25
+1
+4% +$121
DV icon
1119
DoubleVerify
DV
$2.04B
$3.78K ﹤0.01%
398
+346
+665% +$3.54K
INDA icon
1120
iShares MSCI India ETF
INDA
$6.58B
$3.75K ﹤0.01%
80
– –
AVNT icon
1121
Avient
AVNT
$4.16B
$3.74K ﹤0.01%
103
+100
+3,333% +$3.71K
MTUS icon
1122
Metallus
MTUS
$900M
$3.73K ﹤0.01%
+228
New +$4.19K
AROC icon
1123
Archrock
AROC
$5.84B
$3.72K ﹤0.01%
107
+22
+26% +$702
NTR icon
1124
Nutrien
NTR
$32.1B
$3.7K ﹤0.01%
49
– –
ERIC icon
1125
Ericsson
ERIC
$33.4B
$3.7K ﹤0.01%
+328
New +$3.55K
43 44
45
46 47

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.