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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
(+8.1%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
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 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.77M |
| 3 |
Vanguard Core Bond ETF
VCRB
|
+$4.33M |
| 4 |
Apple
AAPL
|
+$2.49M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$873K |
| 2 |
Vistra
VST
|
+$372K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$260K |
| 4 |
Meta Platforms (Facebook)
META
|
+$252K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1151
Zillow
Z
$7.37B
| $1.98K | ﹤0.01% |
29
+13
| +81% | +$941 |
|
1152
Zimmer Biomet
ZBH
$18.3B
| $1.98K | ﹤0.01% |
22
+10
| +83% | +$948 |
|
1153
Star Bulk Carriers
SBLK
$3.11B
| $1.94K | ﹤0.01% |
101
| – | – |
|
1154
Assurant
AIZ
$14B
| $1.93K | ﹤0.01% |
8
| – | – |
|
1155
Rubrik
RBRK
$19.7B
| $1.91K | ﹤0.01% |
+25
| New | +$1.92K |
|
1156
Vanguard Consumer Staples ETF
VDC
$7.95B
| $1.9K | ﹤0.01% |
+9
| New | +$1.91K |
|
1157
TKO Group
TKO
$14.3B
| $1.88K | ﹤0.01% |
9
+4
| +80% | +$777 |
|
1158
Crexendo
CXDO
$213M
| $1.86K | ﹤0.01% |
288
| – | – |
|
|
MRP
1159
Millrose Properties Inc
MRP
$4.95B
| $1.85K | ﹤0.01% |
62
+53
| +589% | +$1.66K |
|
1160
Fabrinet
FN
$20.8B
| $1.82K | ﹤0.01% |
4
| – | – |
|
1161
Insperity
NSP
$1.94B
| $1.82K | ﹤0.01% |
+47
| New | +$1.88K |
|
1162
Unity
U
$19.3B
| $1.81K | ﹤0.01% |
41
+20
| +95% | +$815 |
|
1163
Sanmina
SANM
$11.5B
| $1.8K | ﹤0.01% |
12
+1
| +9% | +$148 |
|
|
CYBR
1164
DELISTED
CyberArk
CYBR
| $1.78K | ﹤0.01% |
+4
| New | +$1.93K |
|
1165
CRISPR Therapeutics
CRSP
$5.21B
| $1.78K | ﹤0.01% |
34
| – | – |
|
1166
Eos Energy Enterprises
EOSE
$1.55B
| $1.78K | ﹤0.01% |
155
-63
| -29% | -$905 |
|
1167
Nomura Holdings
NMR
$29.1B
| $1.76K | ﹤0.01% |
+210
| New | +$1.57K |
|
1168
Laureate Education
LAUR
$5.05B
| $1.72K | ﹤0.01% |
51
+27
| +113% | +$833 |
|
1169
Compass Minerals
CMP
$1.1B
| $1.69K | ﹤0.01% |
86
| – | – |
|
1170
argenx
ARGX
$54.8B
| $1.68K | ﹤0.01% |
+2
| New | +$1.71K |
|
1171
Globe Life
GL
$14B
| $1.68K | ﹤0.01% |
12
| – | – |
|
1172
Navient
NAVI
$805M
| $1.68K | ﹤0.01% |
129
| – | – |
|
1173
Genmab
GMAB
$19.6B
| $1.66K | ﹤0.01% |
+54
| New | +$1.68K |
|
1174
Nuveen Credit Strategies Income Fund
JQC
$717M
| $1.66K | ﹤0.01% |
330
| – | – |
|
1175
Red River Bancshares
RRBI
$675M
| $1.65K | ﹤0.01% |
+23
| New | +$1.57K |
|
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SI
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.