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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
MZTI
1226
The Marzetti Company
MZTI
$3.13B
$346 ﹤0.01%
2
-3
-60% -$518
PTCT icon
1227
PTC Therapeutics
PTCT
$6.23B
$342 ﹤0.01%
7
-5
-42% -$237
SEE
1228
DELISTED
Sealed Air
SEE
$342 ﹤0.01%
11
– –
TOWN icon
1229
Towne Bank
TOWN
$3.4B
$342 ﹤0.01%
10
-6
-38% -$200
HXL icon
1230
Hexcel
HXL
$7.63B
$339 ﹤0.01%
6
-6
-50% -$317
BOH icon
1231
Bank of Hawaii
BOH
$3.1B
$338 ﹤0.01%
5
-4
-44% -$266
SAIC icon
1232
Saic
SAIC
$5.3B
$338 ﹤0.01%
3
-1
-25% -$114
FLO icon
1233
Flowers Foods
FLO
$1.51B
$336 ﹤0.01%
+21
New +$362
CARG icon
1234
CarGurus
CARG
$3.35B
$335 ﹤0.01%
10
-7
-41% -$211
PRK icon
1235
Park National Corp
PRK
$3.63B
$335 ﹤0.01%
2
-2
-50% -$315
CWK icon
1236
Cushman & Wakefield Ltd
CWK
$3.12B
$333 ﹤0.01%
30
-22
-42% -$216
ABM icon
1237
ABM Industries
ABM
$2.81B
$331 ﹤0.01%
7
-6
-46% -$290
PJT icon
1238
PJT Partners
PJT
$4.33B
$331 ﹤0.01%
2
-2
-50% -$291
KTB icon
1239
Kontoor Brands
KTB
$4.27B
$330 ﹤0.01%
5
-3
-38% -$194
TRMK icon
1240
Trustmark
TRMK
$2.75B
$329 ﹤0.01%
9
-6
-40% -$205
COLB icon
1241
Columbia Banking Systems
COLB
$8.84B
$328 ﹤0.01%
14
-20
-59% -$464
STZ icon
1242
Constellation Brands
STZ
$22.8B
$326 ﹤0.01%
+2
New +$359
CXT icon
1243
Crane NXT
CXT
$2.96B
$324 ﹤0.01%
6
-6
-50% -$306
TDS icon
1244
Telephone and Data Systems
TDS
$3.84B
$321 ﹤0.01%
9
-7
-44% -$246
PRGS icon
1245
Progress Software
PRGS
$1.78B
$320 ﹤0.01%
5
– –
ROAD icon
1246
Construction Partners
ROAD
$6.68B
$319 ﹤0.01%
3
-2
-40% -$187
HAYW icon
1247
Hayward Holdings
HAYW
$3.27B
$318 ﹤0.01%
23
-13
-36% -$175
KAI icon
1248
Kadant
KAI
$3.94B
$318 ﹤0.01%
1
-1
-50% -$313
CVBF icon
1249
CVB Financial
CVBF
$3.97B
$317 ﹤0.01%
16
-18
-53% -$335
U icon
1250
Unity
U
$19B
$315 ﹤0.01%
13
-15
-54% -$330
48 49
50
51 52

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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.