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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
+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
XLI icon
101
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$344K 0.04%
2,219
– –
GE icon
102
GE Aerospace
GE
$384B
$344K 0.04%
1,117
+103
+10% +$31K
DIS icon
103
Walt Disney
DIS
$181B
$344K 0.04%
3,020
+245
+9% +$27K
MU icon
104
Micron Technology
MU
$991B
$341K 0.04%
1,196
+1,112
+1,324% +$255K
SHW icon
105
Sherwin-Williams
SHW
$89.8B
$337K 0.04%
1,040
-140
-12% -$46.8K
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$127B
$336K 0.04%
5,098
+182
+4% +$11.9K
ACN icon
107
Accenture
ACN
$108B
$333K 0.04%
1,241
-23
-2% -$5.84K
HWM icon
108
Howmet Aerospace
HWM
$112B
$315K 0.04%
1,536
+28
+2% +$5.57K
HROW icon
109
Harrow
HROW
$1.51B
$298K 0.04%
6,073
– –
MAS icon
110
Masco
MAS
$15.3B
$297K 0.04%
4,685
-219
-4% -$14.2K
PEP icon
111
PepsiCo
PEP
$190B
$293K 0.04%
2,042
+291
+17% +$42.8K
IWF icon
112
iShares Russell 1000 Growth ETF
IWF
$128B
$287K 0.04%
2,424
– –
XLY icon
113
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$279K 0.04%
2,338
+46
+2% +$5.45K
COR icon
114
Cencora
COR
$61.2B
$278K 0.04%
823
+10
+1% +$3.41K
KO icon
115
Coca-Cola
KO
$375B
$277K 0.04%
3,963
-163
-4% -$11.4K
NHC icon
116
National Healthcare
NHC
$3.38B
$262K 0.03%
1,910
– –
FDX icon
117
FedEx
FDX
$75.4B
$259K 0.03%
897
+281
+46% +$73.8K
T icon
118
AT&T
T
$163B
$252K 0.03%
10,135
+2,979
+42% +$75.4K
AMGN icon
119
Amgen
AMGN
$222B
$249K 0.03%
759
– –
PSX icon
120
Phillips 66
PSX
$81.4B
$247K 0.03%
1,913
+288
+18% +$38.8K
SYK icon
121
Stryker
SYK
$130B
$246K 0.03%
701
+33
+5% +$12K
ELV icon
122
Elevance Health
ELV
$85.5B
$246K 0.03%
702
+14
+2% +$4.73K
AFL icon
123
Aflac
AFL
$62.6B
$244K 0.03%
2,212
+52
+2% +$5.73K
VEEV icon
124
Veeva Systems
VEEV
$37.4B
$239K 0.03%
1,070
+14
+1% +$3.71K
IWM icon
125
iShares Russell 2000 ETF
IWM
$81.9B
$239K 0.03%
969
– –
3 4
5
6 7

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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.