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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
RIVN icon
1176
Rivian
RIVN
$22.9B
$1.64K ﹤0.01%
83
+74
+822% +$1.18K
STLN
1177
Starling Oncology, Inc. Common Stock
STLN
$638M
$1.64K ﹤0.01%
459
– –
AVGE icon
1178
Avantis All Equity Markets ETF
AVGE
$1.16B
$1.63K ﹤0.01%
19
– –
HRMY icon
1179
Harmony Biosciences
HRMY
$2.24B
$1.61K ﹤0.01%
43
+39
+975% +$1.28K
NNI icon
1180
Nelnet
NNI
$4.55B
$1.61K ﹤0.01%
12
– –
FLS icon
1181
Flowserve
FLS
$10.3B
$1.6K ﹤0.01%
23
+10
+77% +$643
VTRS icon
1182
Viatris
VTRS
$18.4B
$1.59K ﹤0.01%
128
+12
+10% +$129
CMRE icon
1183
Costamare
CMRE
$1.74B
$1.58K ﹤0.01%
100
– –
KNSL icon
1184
Kinsale Capital Group
KNSL
$8.59B
$1.57K ﹤0.01%
4
– –
ODFL icon
1185
Old Dominion Freight Line
ODFL
$44.7B
$1.57K ﹤0.01%
10
+5
+100% +$717
BWXT icon
1186
BWX Technologies
BWXT
$15.6B
$1.56K ﹤0.01%
9
– –
DOCS icon
1187
Doximity
DOCS
$4.74B
$1.55K ﹤0.01%
35
+12
+52% +$674
BEN icon
1188
Franklin Resources
BEN
$17.2B
$1.53K ﹤0.01%
64
-2,048
-97% -$47K
AWR icon
1189
American States Water
AWR
$3.52B
$1.52K ﹤0.01%
21
+19
+950% +$1.4K
TMP icon
1190
Tompkins Financial
TMP
$1.45B
$1.52K ﹤0.01%
+21
New +$1.44K
KMB icon
1191
Kimberly-Clark
KMB
$36.8B
$1.51K ﹤0.01%
15
-1
-6% -$109
CSTM icon
1192
Constellium
CSTM
$3.95B
$1.49K ﹤0.01%
+79
New +$1.31K
FER icon
1193
Ferrovial N.V. Ordinary Shares
FER
$46.5B
$1.49K ﹤0.01%
+23
New +$1.46K
DBI icon
1194
Designer Brands
DBI
$312M
$1.48K ﹤0.01%
200
+5
+3% +$24
FG icon
1195
F&G Annuities & Life
FG
$3.59B
$1.48K ﹤0.01%
48
+44
+1,100% +$1.38K
DAPP icon
1196
VanEck Digital Transformation ETF
DAPP
$231M
$1.47K ﹤0.01%
89
– –
APG icon
1197
APi Group
APG
$18.8B
$1.45K ﹤0.01%
38
– –
KURA icon
1198
Kura Oncology
KURA
$896M
$1.45K ﹤0.01%
+139
New +$1.46K
H icon
1199
Hyatt Hotels
H
$16.9B
$1.44K ﹤0.01%
9
+4
+80% +$613
AMG icon
1200
Affiliated Managers Group
AMG
$9.7B
$1.44K ﹤0.01%
5
– –
46 47
48
49 50

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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.