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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
+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
ABG icon
1126
Asbury Automotive
ABG
$3.78B
$478 ﹤0.01%
2
-3
-60% -$686
BCPC
1127
Balchem Corp
BCPC
$5.65B
$478 ﹤0.01%
3
-2
-40% -$324
TCBI icon
1128
Texas Capital Bancshares
TCBI
$4.32B
$477 ﹤0.01%
6
-4
-40% -$287
BRC icon
1129
Brady Corp
BRC
$4.54B
$476 ﹤0.01%
7
-5
-42% -$348
LITE icon
1130
Lumentum
LITE
$63.3B
$476 ﹤0.01%
5
-3
-38% -$213
GWRE icon
1131
Guidewire Software
GWRE
$14.4B
$471 ﹤0.01%
2
-1
-33% -$215
FNB icon
1132
FNB Corp
FNB
$6.75B
$467 ﹤0.01%
32
-40
-56% -$541
DBI icon
1133
Designer Brands
DBI
$334M
$466 ﹤0.01%
195
+7
+4% +$21
ASB icon
1134
Associated Banc-Corp
ASB
$5.92B
$464 ﹤0.01%
19
-13
-41% -$293
OLED icon
1135
Universal Display
OLED
$4.16B
$464 ﹤0.01%
3
-4
-57% -$560
RUSHA icon
1136
Rush Enterprises Class A
RUSHA
$6.23B
$464 ﹤0.01%
9
-10
-53% -$508
BKU icon
1137
Bankunited
BKU
$3.34B
$463 ﹤0.01%
13
-9
-41% -$302
P
1138
Everpure Inc
P
$32.6B
$461 ﹤0.01%
8
-3
-27% -$149
WMS icon
1139
Advanced Drainage Systems
WMS
$10.7B
$460 ﹤0.01%
4
-3
-43% -$336
SBUX icon
1140
Starbucks
SBUX
$119B
$459 ﹤0.01%
5
-602
-99% -$52.2K
BOOT icon
1141
Boot Barn
BOOT
$5.11B
$456 ﹤0.01%
3
-1
-25% -$133
RIVN icon
1142
Rivian
RIVN
$23.7B
$454 ﹤0.01%
33
+29
+725% +$393
FULT icon
1143
Fulton Financial
FULT
$4.6B
$451 ﹤0.01%
25
-17
-40% -$290
CBT icon
1144
Cabot Corp
CBT
$4.46B
$450 ﹤0.01%
6
-3
-33% -$230
NVST icon
1145
Envista
NVST
$4.53B
$450 ﹤0.01%
23
+2
+10% +$35
OSIS icon
1146
OSI Systems
OSIS
$3.83B
$450 ﹤0.01%
2
-1
-33% -$213
RMBS icon
1147
Rambus
RMBS
$10.4B
$449 ﹤0.01%
7
-1
-13% -$54
ACT icon
1148
Enact Holdings
ACT
$6.67B
$446 ﹤0.01%
12
-9
-43% -$320
IBKR icon
1149
Interactive Brokers
IBKR
$41.1B
$444 ﹤0.01%
8
-8
-50% -$380
NTB icon
1150
Bank of N.T. Butterfield & Son
NTB
$2.46B
$443 ﹤0.01%
10
-3
-23% -$123
44 45
46
47 48

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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.