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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GIL icon
1226
Gildan
GIL
$10.6B
$2.39K ﹤0.01%
43
+42
+4,200% +$2.71K
FMS icon
1227
Fresenius Medical Care
FMS
$12.6B
$2.39K ﹤0.01%
106
– –
KNSL icon
1228
Kinsale Capital Group
KNSL
$8.51B
$2.39K ﹤0.01%
7
+3
+75% +$1.14K
AIQ icon
1229
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$2.38K ﹤0.01%
51
– –
FSLY icon
1230
Fastly Inc
FSLY
$4.54B
$2.38K ﹤0.01%
+82
New +$1.35K
VTRS icon
1231
Viatris
VTRS
$18.5B
$2.37K ﹤0.01%
175
+47
+37% +$658
PHIN icon
1232
Phinia Inc
PHIN
$2.71B
$2.34K ﹤0.01%
34
+30
+750% +$2.1K
SLM icon
1233
SLM Corp
SLM
$5.26B
$2.33K ﹤0.01%
109
+73
+203% +$1.73K
BLDR icon
1234
Builders FirstSource
BLDR
$7.79B
$2.31K ﹤0.01%
28
– –
GEVO icon
1235
Gevo
GEVO
$391M
$2.29K ﹤0.01%
+840
New +$1.74K
J icon
1236
Jacobs Solutions
J
$17B
$2.29K ﹤0.01%
18
– –
CRBG icon
1237
Corebridge Financial
CRBG
$15.1B
$2.29K ﹤0.01%
96
-296
-76% -$8.29K
TRMB icon
1238
Trimble
TRMB
$13.1B
$2.28K ﹤0.01%
35
-642
-95% -$44.6K
SMCI icon
1239
Super Micro Computer
SMCI
$24.3B
$2.28K ﹤0.01%
100
+58
+138% +$1.74K
ERIE icon
1240
Erie Indemnity
ERIE
$13.5B
$2.26K ﹤0.01%
9
+5
+125% +$1.34K
RIG icon
1241
Transocean
RIG
$6.37B
$2.25K ﹤0.01%
340
+210
+162% +$1.18K
BWXT icon
1242
BWX Technologies
BWXT
$15.8B
$2.25K ﹤0.01%
11
+2
+22% +$406
NBR icon
1243
Nabors Industries
NBR
$1.33B
$2.24K ﹤0.01%
+26
New +$1.89K
CPB icon
1244
Campbell Soup
CPB
$6.74B
$2.23K ﹤0.01%
100
-920
-90% -$23.6K
WBS icon
1245
Webster Financial
WBS
$12.8B
$2.22K ﹤0.01%
32
+16
+100% +$1.09K
MTSI icon
1246
MACOM Technology Solutions
MTSI
$23.7B
$2.22K ﹤0.01%
10
+6
+150% +$1.34K
ENSG icon
1247
The Ensign Group
ENSG
$10.6B
$2.22K ﹤0.01%
11
+5
+83% +$978
GIII icon
1248
G-III Apparel Group
GIII
$1.41B
$2.22K ﹤0.01%
80
+43
+116% +$1.26K
LPX icon
1249
Louisiana-Pacific
LPX
$5.15B
$2.2K ﹤0.01%
30
+3
+11% +$253
MTX icon
1250
Minerals Technologies
MTX
$2.25B
$2.2K ﹤0.01%
31
+29
+1,450% +$2K
48 49
50
51 52

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.