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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
+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
DEO icon
1176
Diageo
DEO
$54B
$8.04K ﹤0.01%
100
– –
VCIT icon
1177
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$8.02K ﹤0.01%
97
-261
-73% -$21.6K
SAIA icon
1178
Saia
SAIA
$9.49B
$8K ﹤0.01%
19
+15
+375% +$6.59K
EBC icon
1179
Eastern Bankshares
EBC
$5.25B
$7.99K ﹤0.01%
359
+329
+1,097% +$6.68K
TY icon
1180
TRI-Continental Corp
TY
$1.91B
$7.95K ﹤0.01%
231
– –
COLD icon
1181
Americold
COLD
$4.17B
$7.94K ﹤0.01%
+505
New +$6.93K
SRCE icon
1182
1st Source
SRCE
$2.1B
$7.91K ﹤0.01%
97
+96
+9,600% +$7.17K
HTH icon
1183
Hilltop Holdings
HTH
$2.22B
$7.91K ﹤0.01%
204
+201
+6,700% +$7.55K
HSY icon
1184
Hershey
HSY
$36.7B
$7.9K ﹤0.01%
45
-96
-68% -$18.1K
VFH icon
1185
Vanguard Financials ETF
VFH
$13.8B
$7.9K ﹤0.01%
60
– –
OPLN
1186
Openlane
OPLN
$4.58B
$7.84K ﹤0.01%
190
+160
+533% +$5.59K
PFGC icon
1187
Performance Food Group
PFGC
$17.9B
$7.83K ﹤0.01%
70
+42
+150% +$4K
J icon
1188
Jacobs Solutions
J
$17.2B
$7.81K ﹤0.01%
62
+44
+244% +$5.41K
ADSK icon
1189
Autodesk
ADSK
$54.1B
$7.78K ﹤0.01%
40
-21
-34% -$4.8K
NMR icon
1190
Nomura Holdings
NMR
$28.7B
$7.76K ﹤0.01%
884
+444
+101% +$3.69K
HRMY icon
1191
Harmony Biosciences
HRMY
$2.27B
$7.76K ﹤0.01%
213
+171
+407% +$5.39K
CHKP icon
1192
Check Point Software Technologies
CHKP
$13.4B
$7.75K ﹤0.01%
+59
New +$7.67K
AVB icon
1193
AvalonBay Communities
AVB
$26.3B
$7.74K ﹤0.01%
41
+29
+242% +$5.24K
DOLE icon
1194
Dole
DOLE
$1.24B
$7.62K ﹤0.01%
+555
New +$8.08K
OFG icon
1195
OFG Bancorp
OFG
$2.2B
$7.61K ﹤0.01%
155
+119
+331% +$5.39K
MRP
1196
Millrose Properties Inc
MRP
$4.78B
$7.6K ﹤0.01%
253
+46
+22% +$1.33K
BMO icon
1197
Bank of Montreal
BMO
$127B
$7.6K ﹤0.01%
43
– –
ABCB icon
1198
Ameris Bancorp
ABCB
$5.88B
$7.58K ﹤0.01%
84
+65
+342% +$5.53K
FUN icon
1199
Cedar Fair
FUN
$1.62B
$7.56K ﹤0.01%
355
+155
+78% +$3.17K
UBSI icon
1200
United Bankshares
UBSI
$6.58B
$7.56K ﹤0.01%
165
+141
+588% +$6.17K
46 47
48
49 50

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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.