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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCO icon
1201
Brink's
BCO
$4.69B
$2.69K ﹤0.01%
26
-11
-30% -$1.32K
PSO icon
1202
Pearson
PSO
$9.7B
$2.68K ﹤0.01%
204
+31
+18% +$402
BDX icon
1203
Becton Dickinson
BDX
$50B
$2.67K ﹤0.01%
17
-22
-56% -$4.04K
DUOL icon
1204
Duolingo
DUOL
$6.3B
$2.66K ﹤0.01%
27
-43
-61% -$5.3K
LNT icon
1205
Alliant Energy
LNT
$18.2B
$2.66K ﹤0.01%
37
+2
+6% +$138
MOG.A icon
1206
Moog Inc Class A
MOG.A
$13.6B
$2.63K ﹤0.01%
9
+4
+80% +$1.22K
EXR icon
1207
Extra Space Storage
EXR
$31B
$2.62K ﹤0.01%
20
– –
ZBH icon
1208
Zimmer Biomet
ZBH
$18.7B
$2.62K ﹤0.01%
29
+7
+32% +$642
FTV icon
1209
Fortive
FTV
$18.6B
$2.6K ﹤0.01%
47
+9
+24% +$505
GTX icon
1210
Garrett Motion
GTX
$5.47B
$2.59K ﹤0.01%
143
-27
-16% -$504
AEO icon
1211
American Eagle Outfitters
AEO
$2.72B
$2.59K ﹤0.01%
155
+104
+204% +$2.33K
UP icon
1212
Wheels Up
UP
$190M
$2.58K ﹤0.01%
+250
New +$3.26K
BAM icon
1213
Brookfield Asset Management
BAM
$87.1B
$2.58K ﹤0.01%
58
+53
+1,060% +$2.59K
SFD
1214
Smithfield Foods
SFD
$8.95B
$2.57K ﹤0.01%
+92
New +$2.21K
WLK icon
1215
Westlake Corp
WLK
$10.1B
$2.57K ﹤0.01%
+22
New +$2.13K
LKQ icon
1216
LKQ Corp
LKQ
$6.25B
$2.56K ﹤0.01%
87
+69
+383% +$2.21K
BKE icon
1217
Buckle
BKE
$2.33B
$2.52K ﹤0.01%
50
+45
+900% +$2.33K
AQN icon
1218
Algonquin Power & Utilities
AQN
$4.44B
$2.46K ﹤0.01%
400
– –
CWT icon
1219
California Water Service
CWT
$3.09B
$2.45K ﹤0.01%
54
+51
+1,700% +$2.29K
DRIV icon
1220
Global X Autonomous & Electric Vehicles ETF
DRIV
$396M
$2.44K ﹤0.01%
80
– –
WRLD icon
1221
World Acceptance Corp
WRLD
$884M
$2.43K ﹤0.01%
18
+12
+200% +$1.61K
IBKR icon
1222
Interactive Brokers
IBKR
$41.5B
$2.42K ﹤0.01%
36
+18
+100% +$1.28K
DASH icon
1223
DoorDash
DASH
$92.1B
$2.4K ﹤0.01%
16
-9
-36% -$1.66K
SPXC icon
1224
SPX Corp
SPXC
$10.9B
$2.4K ﹤0.01%
12
+6
+100% +$1.29K
PFGC icon
1225
Performance Food Group
PFGC
$16.9B
$2.4K ﹤0.01%
28
+12
+75% +$1.1K
47 48
49
50 51

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TCM
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PTC
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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.