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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
BAND
1226
Bandwidth Inc
BAND
$1.7B
$7.22K ﹤0.01%
+114
New +$5.12K
SLDE
1227
Slide Insurance Holdings
SLDE
$2.41B
$7.21K ﹤0.01%
372
+169
+83% +$3.06K
MAT icon
1228
Mattel
MAT
$4.21B
$7.2K ﹤0.01%
519
-1,225
-70% -$17.9K
LNN icon
1229
Lindsay Corp
LNN
$1.17B
$7.18K ﹤0.01%
58
+54
+1,350% +$6.04K
WERN icon
1230
Werner Enterprises
WERN
$2.2B
$7.07K ﹤0.01%
162
+157
+3,140% +$5.91K
WAFD icon
1231
WaFd
WAFD
$2.76B
$7.06K ﹤0.01%
184
+171
+1,315% +$6.02K
GIII icon
1232
G-III Apparel Group
GIII
$1.48B
$7.05K ﹤0.01%
209
+129
+161% +$4.07K
PEBO icon
1233
Peoples Bancorp
PEBO
$1.46B
$7.03K ﹤0.01%
183
+152
+490% +$5.3K
ECVT icon
1234
Ecovyst
ECVT
$1.1B
$7.02K ﹤0.01%
+564
New +$7.65K
FULT icon
1235
Fulton Financial
FULT
$4.6B
$7.02K ﹤0.01%
290
+254
+706% +$5.57K
CALM icon
1236
Cal-Maine
CALM
$3.85B
$7.01K ﹤0.01%
87
+79
+988% +$6.1K
HXL icon
1237
Hexcel
HXL
$7.63B
$7K ﹤0.01%
70
+64
+1,067% +$5.8K
NEO icon
1238
NeoGenomics
NEO
$2.14B
$7K ﹤0.01%
480
+473
+6,757% +$4.56K
ALRS icon
1239
Alerus Financial
ALRS
$827M
$7K ﹤0.01%
225
+218
+3,114% +$5.99K
HII icon
1240
Huntington Ingalls Industries
HII
$13B
$7K ﹤0.01%
25
-56
-69% -$18.7K
CRK icon
1241
Comstock Resources
CRK
$4.22B
$6.98K ﹤0.01%
468
+431
+1,165% +$6.59K
CRSP icon
1242
CRISPR Therapeutics
CRSP
$5.17B
$6.98K ﹤0.01%
128
+94
+276% +$4.96K
FBK icon
1243
FB Financial Corp
FBK
$3.04B
$6.97K ﹤0.01%
126
+117
+1,300% +$6.28K
ADT icon
1244
ADT
ADT
$5.49B
$6.96K ﹤0.01%
1,070
-1,320
-55% -$9.05K
BEP icon
1245
Brookfield Renewable
BEP
$9.8B
$6.95K ﹤0.01%
200
– –
SFBS
1246
ServisFirst Bancshares
SFBS
$4.84B
$6.94K ﹤0.01%
80
+53
+196% +$4.18K
GTES icon
1247
Gates Industrial Corporation Ltd.
GTES
$7.19B
$6.94K ﹤0.01%
248
+200
+417% +$5.14K
BITW
1248
Bitwise 10 Crypto Index ETF
BITW
$613M
$6.92K ﹤0.01%
184
– –
ENOV icon
1249
Enovis
ENOV
$1.4B
$6.91K ﹤0.01%
334
+327
+4,671% +$7.71K
CNM icon
1250
Core & Main
CNM
$8.67B
$6.9K ﹤0.01%
143
+102
+249% +$5.04K
48 49
50
51 52

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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.