We are live on ! Find out more
SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBF icon
1151
PBF Energy
PBF
$7.86B
$8.51K ﹤0.01%
187
+160
+593% +$6.66K
MWH
1152
SOLV Energy Inc
MWH
$6.05B
$8.51K ﹤0.01%
+250
New +$9.07K
DASH icon
1153
DoorDash
DASH
$90.9B
$8.49K ﹤0.01%
46
+30
+188% +$4.96K
AES icon
1154
AES
AES
$10.5B
$8.47K ﹤0.01%
578
+500
+641% +$7.26K
LPLA icon
1155
LPL Financial
LPLA
$29.3B
$8.45K ﹤0.01%
30
-5
-14% -$1.5K
AMAL icon
1156
Amalgamated Financial
AMAL
$1.48B
$8.45K ﹤0.01%
+184
New +$7.76K
NWG icon
1157
NatWest
NWG
$76.3B
$8.45K ﹤0.01%
479
-249
-34% -$4K
BV icon
1158
BrightView Holdings
BV
$1.05B
$8.42K ﹤0.01%
594
+591
+19,700% +$7.42K
UHAL.B icon
1159
U-Haul Holding Co Series N
UHAL.B
$12.6B
$8.37K ﹤0.01%
145
+120
+480% +$5.97K
TSEM icon
1160
Tower Semiconductor
TSEM
$28.5B
$8.34K ﹤0.01%
32
– –
SIMO icon
1161
Silicon Motion
SIMO
$7.82B
$8.33K ﹤0.01%
+25
New +$5.79K
PBR icon
1162
Petrobras
PBR
$118B
$8.32K ﹤0.01%
515
+3
+0.6% +$59
MGEE icon
1163
MGE Energy Inc
MGEE
$3.04B
$8.32K ﹤0.01%
102
+97
+1,940% +$7.52K
PALL icon
1164
abrdn Physical Palladium Shares ETF
PALL
$683M
$8.28K ﹤0.01%
375
– –
LFST icon
1165
Lifestance Health
LFST
$4.55B
$8.18K ﹤0.01%
764
+646
+547% +$4.99K
NNI icon
1166
Nelnet
NNI
$4.53B
$8.15K ﹤0.01%
61
+38
+165% +$5.03K
VEU icon
1167
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$8.12K ﹤0.01%
97
-9
-8% -$736
LH icon
1168
Labcorp
LH
$26.1B
$8.12K ﹤0.01%
29
+14
+93% +$3.68K
KGS icon
1169
Kodiak Gas Services
KGS
$6.21B
$8.12K ﹤0.01%
108
+94
+671% +$6.39K
BANF icon
1170
BancFirst
BANF
$3.77B
$8.11K ﹤0.01%
73
+67
+1,117% +$7.5K
KWR icon
1171
Quaker Houghton
KWR
$2.96B
$8.1K ﹤0.01%
51
+48
+1,600% +$6.74K
ULCC icon
1172
Frontier Group Holdings
ULCC
$1.56B
$8.09K ﹤0.01%
1,023
+961
+1,550% +$4.96K
UFPI icon
1173
UFP Industries
UFPI
$5.01B
$8.08K ﹤0.01%
89
+79
+790% +$6.88K
CART icon
1174
Maplebear
CART
$11.9B
$8.05K ﹤0.01%
170
+148
+673% +$6.19K
MMI icon
1175
Marcus & Millichap
MMI
$1.16B
$8.04K ﹤0.01%
258
+222
+617% +$6.37K
45 46
47
48 49

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.