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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
ROIV icon
1201
Roivant Sciences
ROIV
$25.8B
$7.54K ﹤0.01%
213
+40
+23% +$1.18K
EMBJ
1202
Embraer S.A. ADS
EMBJ
$13.1B
$7.53K ﹤0.01%
118
+9
+8% +$552
MC icon
1203
Moelis & Co
MC
$4.72B
$7.52K ﹤0.01%
115
+98
+576% +$6.43K
SXT icon
1204
Sensient Technologies
SXT
$5.51B
$7.52K ﹤0.01%
61
+16
+36% +$1.78K
ECHO
1205
EchoStar
ECHO
$25.9B
$7.51K ﹤0.01%
74
– –
BSY icon
1206
Bentley Systems
BSY
$10.7B
$7.5K ﹤0.01%
251
+244
+3,486% +$7.93K
LZB icon
1207
La-Z-Boy
LZB
$1.66B
$7.5K ﹤0.01%
187
+130
+228% +$4.7K
CWEN icon
1208
Clearway Energy Class C
CWEN
$6.78B
$7.49K ﹤0.01%
219
+4
+2% +$155
PHG icon
1209
Philips
PHG
$26.3B
$7.48K ﹤0.01%
275
+97
+54% +$2.57K
VHT icon
1210
Vanguard Health Care ETF
VHT
$19B
$7.48K ﹤0.01%
25
– –
GEF icon
1211
Greif
GEF
$4.97B
$7.45K ﹤0.01%
100
+96
+2,400% +$6.44K
LOPE icon
1212
Grand Canyon Education
LOPE
$3.82B
$7.44K ﹤0.01%
52
-290
-85% -$46K
WTS icon
1213
Watts Water Technologies
WTS
$12.8B
$7.44K ﹤0.01%
19
+13
+217% +$4.05K
NDAQ icon
1214
Nasdaq
NDAQ
$53.4B
$7.41K ﹤0.01%
94
-16
-15% -$1.4K
P
1215
Everpure Inc
P
$32.6B
$7.41K ﹤0.01%
94
-327
-78% -$24K
BWXT icon
1216
BWX Technologies
BWXT
$15.5B
$7.4K ﹤0.01%
38
+27
+245% +$5.62K
WK icon
1217
Workiva
WK
$3.66B
$7.37K ﹤0.01%
152
+142
+1,420% +$7.31K
CWST icon
1218
Casella Waste Systems
CWST
$5.72B
$7.37K ﹤0.01%
76
+70
+1,167% +$5.98K
TDY icon
1219
Teledyne Technologies
TDY
$32B
$7.34K ﹤0.01%
11
+1
+10% +$630
HUBB icon
1220
Hubbell
HUBB
$26.7B
$7.33K ﹤0.01%
14
-1
-7% -$505
GPOR icon
1221
Gulfport Energy Corp
GPOR
$2.97B
$7.3K ﹤0.01%
43
+39
+975% +$7.04K
BULL
1222
Webull Corp
BULL
$3.86B
$7.26K ﹤0.01%
1,113
+934
+522% +$6.05K
UFCS icon
1223
United Fire Group
UFCS
$1.37B
$7.24K ﹤0.01%
138
+121
+712% +$5.37K
AUB icon
1224
Atlantic Union Bankshares
AUB
$5.95B
$7.24K ﹤0.01%
171
+156
+1,040% +$5.95K
CSTM icon
1225
Constellium
CSTM
$3.98B
$7.24K ﹤0.01%
227
+88
+63% +$2.84K
47 48
49
50 51

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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.