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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 Miscellaneous 79.98%
2 Technology 5.35%
3 Healthcare 3.58%
4 Consumer Staples 2.72%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
101
Marriott International
MAR
$87.3B
$435K 0.05%
1,173
-1
-0.1% -$369
ITW icon
102
Illinois Tool Works
ITW
$76.4B
$419K 0.05%
1,549
+88
+6% +$22.8K
NHC icon
103
National Healthcare
NHC
$3.52B
$413K 0.05%
1,956
+46
+2% +$8.45K
MAS icon
104
Masco
MAS
$13.5B
$412K 0.04%
5,066
-21
-0.4% -$1.47K
XLI icon
105
State Street Industrial Select Sector SPDR ETF
XLI
$31.7B
$411K 0.04%
2,219
– –
GLD icon
106
SPDR Gold Trust
GLD
$147B
$403K 0.04%
1,095
+1
+0.1% +$414
FDX icon
107
FedEx
FDX
$73.8B
$385K 0.04%
1,230
+1
+0.1% +$363
SHW icon
108
Sherwin-Williams
SHW
$78.5B
$384K 0.04%
1,116
-4
-0.4% -$1.28K
INTC icon
109
Intel
INTC
$544B
$383K 0.04%
2,742
-1,493
-35% -$151K
IJH icon
110
iShares Core S&P Mid-Cap ETF
IJH
$124B
$381K 0.04%
4,937
-161
-3% -$11.8K
ADI icon
111
Analog Devices
ADI
$184B
$362K 0.04%
912
-50
-5% -$19.8K
ADP icon
112
Automatic Data Processing
ADP
$107B
$362K 0.04%
1,615
+326
+25% +$69.7K
IWF icon
113
iShares Russell 1000 Growth ETF
IWF
$125B
$362K 0.04%
2,912
– –
WFC icon
114
Wells Fargo
WFC
$273B
$356K 0.04%
4,308
+349
+9% +$28K
HWM icon
115
Howmet Aerospace
HWM
$91.6B
$341K 0.04%
1,267
+75
+6% +$19.3K
APH icon
116
Amphenol
APH
$207B
$328K 0.04%
3,720
+326
+10% +$23.5K
PSX icon
117
Phillips 66
PSX
$104B
$327K 0.04%
1,937
+38
+2% +$6.54K
ELV icon
118
Elevance Health
ELV
$90.8B
$325K 0.04%
841
-27
-3% -$10K
VUG icon
119
Vanguard Morningstar Growth ETF
VUG
$226B
$321K 0.03%
3,726
-846
-19% -$71.2K
COR icon
120
Cencora
COR
$61.4B
$312K 0.03%
1,104
+34
+3% +$9.8K
GS icon
121
Goldman Sachs
GS
$300B
$303K 0.03%
300
+55
+22% +$53.6K
DTM icon
122
DT Midstream
DTM
$13.1B
$299K 0.03%
2,036
+190
+10% +$26.9K
IWM icon
123
iShares Russell 2000 ETF
IWM
$78.5B
$291K 0.03%
969
-45
-4% -$12.6K
NVS icon
124
Novartis
NVS
$261B
$288K 0.03%
1,839
+147
+9% +$22K
SPCX
125
SpaceX
SPCX
$1.99T
$286K 0.03%
+1,675
New +$285K
3 4
5
6 7

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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 Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Healthcare.

  • 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.