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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
SLAB icon
1151
Silicon Laboratories
SLAB
$7.2B
$443 ﹤0.01%
3
-1
-25% -$118
WEX icon
1152
WEX
WEX
$6.35B
$441 ﹤0.01%
3
+1
+50% +$134
CPA icon
1153
Copa Holdings
CPA
$5.58B
$440 ﹤0.01%
4
-3
-43% -$296
WSFS icon
1154
WSFS Financial
WSFS
$4.12B
$440 ﹤0.01%
8
-6
-43% -$312
SKY icon
1155
Champion Homes
SKY
$5.05B
$439 ﹤0.01%
7
-3
-30% -$233
TNET icon
1156
TriNet
TNET
$3.09B
$439 ﹤0.01%
6
-2
-25% -$159
TREX icon
1157
Trex
TREX
$4.91B
$436 ﹤0.01%
8
-8
-50% -$453
CVCO icon
1158
Cavco Industries
CVCO
$4.48B
$435 ﹤0.01%
1
-1
-50% -$469
VRRM icon
1159
Verra Mobility
VRRM
$720M
$432 ﹤0.01%
17
-12
-41% -$280
GNRC icon
1160
Generac Holdings
GNRC
$12.2B
$430 ﹤0.01%
3
-4
-57% -$488
ENS icon
1161
EnerSys
ENS
$6.79B
$429 ﹤0.01%
5
-5
-50% -$436
QLYS icon
1162
Qualys
QLYS
$6.43B
$429 ﹤0.01%
3
– –
PRGO icon
1163
Perrigo
PRGO
$1.75B
$428 ﹤0.01%
16
-11
-41% -$288
CHWY icon
1164
Chewy
CHWY
$9.25B
$427 ﹤0.01%
10
-6
-38% -$239
EXAS
1165
DELISTED
Exact Sciences
EXAS
$426 ﹤0.01%
8
+2
+33% +$102
MSM icon
1166
MSC Industrial Direct
MSM
$6.87B
$426 ﹤0.01%
5
-5
-50% -$395
FUL icon
1167
H.B. Fuller
FUL
$3.29B
$422 ﹤0.01%
+7
New +$386
MMS icon
1168
Maximus
MMS
$2.9B
$422 ﹤0.01%
6
-2
-25% -$140
GNW icon
1169
Genworth Financial
GNW
$3.75B
$421 ﹤0.01%
54
-39
-42% -$273
PSMT icon
1170
Pricesmart
PSMT
$5.21B
$421 ﹤0.01%
4
-3
-43% -$303
REZI icon
1171
Resideo Technologies
REZI
$3.67B
$420 ﹤0.01%
19
-11
-37% -$210
DDS icon
1172
Dillards
DDS
$9.9B
$418 ﹤0.01%
1
-1
-50% -$373
MSGS icon
1173
Madison Square Garden
MSGS
$9.43B
$418 ﹤0.01%
2
-1
-33% -$193
UCB
1174
United Community Banks
UCB
$4.27B
$418 ﹤0.01%
14
-9
-39% -$250
PVH icon
1175
PVH
PVH
$4.02B
$412 ﹤0.01%
6
-2
-25% -$145
45 46
47
48 49

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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.