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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HROW icon
101
Harrow
HROW
$1.51B
$185K 0.03%
6,073
+3,000
+98% +$80.6K
IWF icon
102
iShares Russell 1000 Growth ETF
IWF
$128B
$180K 0.03%
1,700
-52
-3% -$4.97K
HWM icon
103
Howmet Aerospace
HWM
$112B
$179K 0.03%
964
-21
-2% -$3.23K
VEA icon
104
Vanguard FTSE Developed Markets ETF
VEA
$237B
$169K 0.03%
2,957
– –
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$123B
$168K 0.03%
1,326
-22
-2% -$2.44K
SCZ icon
106
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$166K 0.03%
2,280
– –
NOBL icon
107
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$165K 0.03%
3,280
+80
+3% +$3.95K
ADBE icon
108
Adobe
ADBE
$105B
$162K 0.03%
419
-17
-4% -$6.55K
NKE icon
109
Nike
NKE
$61.9B
$162K 0.03%
2,279
-52
-2% -$3.12K
T icon
110
AT&T
T
$163B
$162K 0.03%
5,586
-1,147
-17% -$31.6K
UNH icon
111
UnitedHealth
UNH
$370B
$159K 0.03%
511
-36
-7% -$13.8K
QQQ icon
112
Invesco QQQ Trust
QQQ
$481B
$156K 0.02%
282
+25
+10% +$12.4K
WELL icon
113
Welltower
WELL
$171B
$155K 0.02%
1,009
+73
+8% +$10.9K
WMT icon
114
Walmart Inc
WMT
$890B
$153K 0.02%
1,562
-96
-6% -$9.15K
CRWD icon
115
CrowdStrike
CRWD
$218B
$147K 0.02%
1,156
+4
+0.3% +$434
VSS icon
116
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$147K 0.02%
1,093
+51
+5% +$6.29K
ICE icon
117
Intercontinental Exchange
ICE
$84.4B
$145K 0.02%
788
-7
-0.9% -$1.2K
KEY icon
118
KeyCorp
KEY
$24.4B
$137K 0.02%
7,865
-33
-0.4% -$512
PFE icon
119
Pfizer
PFE
$153B
$133K 0.02%
5,507
-438
-7% -$10.2K
ACN icon
120
Accenture
ACN
$108B
$133K 0.02%
444
-15
-3% -$4.57K
FITB
121
Fifth Third Bancorp
FITB
$51.8B
$128K 0.02%
3,103
-24
-0.8% -$901
ET icon
122
Energy Transfer Partners
ET
$69.3B
$127K 0.02%
6,983
– –
VGT icon
123
Vanguard Information Technology ETF
VGT
$149B
$124K 0.02%
1,488
+184
+14% +$13.4K
STN icon
124
Stantec
STN
$8.39B
$122K 0.02%
1,120
– –
VIG icon
125
Vanguard Dividend Appreciation ETF
VIG
$114B
$120K 0.02%
586
– –
3 4
5
6 7

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.