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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
SPG icon
1126
Simon Property Group
SPG
$71.4B
$2.23K ﹤0.01%
+12
New +$2.18K
BRCB
1127
Black Rock Coffee Bar Inc
BRCB
$173M
$2.23K ﹤0.01%
+100
New +$2.32K
AROC icon
1128
Archrock
AROC
$5.85B
$2.21K ﹤0.01%
85
+65
+325% +$1.62K
LPX icon
1129
Louisiana-Pacific
LPX
$5.18B
$2.2K ﹤0.01%
27
-2
-7% -$169
VFC icon
1130
VF Corp
VFC
$5.76B
$2.19K ﹤0.01%
121
+16
+15% +$259
CDW icon
1131
CDW
CDW
$17.1B
$2.18K ﹤0.01%
16
-283
-95% -$41.7K
MKC icon
1132
McCormick & Company Non-Voting
MKC
$14.3B
$2.18K ﹤0.01%
32
+25
+357% +$1.66K
CDE icon
1133
Coeur Mining
CDE
$19.4B
$2.18K ﹤0.01%
122
+85
+230% +$1.48K
NMIH icon
1134
NMI Holdings
NMIH
$3.39B
$2.16K ﹤0.01%
53
+40
+308% +$1.51K
NVT icon
1135
nVent Electric
NVT
$27.7B
$2.14K ﹤0.01%
21
– –
OGG
1136
Osisko Gold Group Inc.
OGG
$844M
$2.14K ﹤0.01%
613
– –
BIIB icon
1137
Biogen
BIIB
$30.6B
$2.11K ﹤0.01%
+12
New +$1.96K
KBWB icon
1138
Invesco KBW Bank ETF
KBWB
$6.83B
$2.11K ﹤0.01%
+25
New +$1.98K
FTV icon
1139
Fortive
FTV
$18.5B
$2.1K ﹤0.01%
38
+24
+171% +$1.25K
HLI icon
1140
Houlihan Lokey
HLI
$8.73B
$2.09K ﹤0.01%
12
+6
+100% +$1.1K
E icon
1141
ENI
E
$79.9B
$2.09K ﹤0.01%
+55
New +$2.02K
ADPT icon
1142
Adaptive Biotechnologies
ADPT
$3.99B
$2.08K ﹤0.01%
128
-42
-25% -$685
NTB icon
1143
Bank of N.T. Butterfield & Son
NTB
$2.49B
$2.04K ﹤0.01%
41
+31
+310% +$1.43K
HALO icon
1144
Halozyme
HALO
$11.6B
$2.02K ﹤0.01%
30
+19
+173% +$1.28K
ARGT icon
1145
Global X MSCI Argentina ETF
ARGT
$813M
$2.01K ﹤0.01%
22
+1
+5% +$85
TPC
1146
Tutor Perini Cor
TPC
$5.13B
$2.01K ﹤0.01%
+30
New +$1.97K
OCUL icon
1147
Ocular Therapeutix
OCUL
$2.26B
$2K ﹤0.01%
165
– –
SOLS
1148
Solstice Advanced Materials
SOLS
$9.81B
$1.99K ﹤0.01%
+41
New +$1.93K
SPXL icon
1149
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.26B
$1.99K ﹤0.01%
9
– –
ARW icon
1150
Arrow Electronics
ARW
$10.7B
$1.98K ﹤0.01%
18
+11
+157% +$1.25K
44 45
46
47 48

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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.