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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
OLN icon
1251
Olin
OLN
$2.13B
$6.88K ﹤0.01%
347
+320
+1,185% +$8.36K
JHG
1252
DELISTED
Janus Henderson
JHG
$6.86K ﹤0.01%
132
+20
+18% +$1.03K
PSMT icon
1253
Pricesmart
PSMT
$5.22B
$6.84K ﹤0.01%
35
+29
+483% +$4.83K
AEM icon
1254
Agnico Eagle Mines
AEM
$91.5B
$6.83K ﹤0.01%
44
-55
-56% -$10.2K
BC icon
1255
Brunswick
BC
$5.21B
$6.82K ﹤0.01%
81
+43
+113% +$3.45K
MLKN icon
1256
MillerKnoll
MLKN
$1.63B
$6.81K ﹤0.01%
333
+324
+3,600% +$5.19K
EW icon
1257
Edwards Lifesciences
EW
$53.4B
$6.79K ﹤0.01%
75
-6
-7% -$503
PRK icon
1258
Park National Corp
PRK
$3.64B
$6.77K ﹤0.01%
37
+35
+1,750% +$6.05K
EXPO icon
1259
Exponent
EXPO
$3.26B
$6.76K ﹤0.01%
115
+98
+576% +$6.01K
STRA icon
1260
Strategic Education
STRA
$1.87B
$6.74K ﹤0.01%
88
+9
+11% +$712
TOST icon
1261
Toast
TOST
$20.4B
$6.73K ﹤0.01%
242
-69
-22% -$1.8K
PFS icon
1262
Provident Financial Services
PFS
$3.17B
$6.69K ﹤0.01%
+283
New +$6.36K
HSIC icon
1263
Henry Schein
HSIC
$9.83B
$6.68K ﹤0.01%
80
+62
+344% +$4.74K
FRPT icon
1264
Freshpet
FRPT
$3.26B
$6.68K ﹤0.01%
113
-23
-17% -$1.32K
LGND icon
1265
Ligand Pharmaceuticals
LGND
$6.31B
$6.64K ﹤0.01%
21
+20
+2,000% +$4.71K
ATEX icon
1266
Anterix
ATEX
$1.8B
$6.59K ﹤0.01%
+64
New +$3.76K
HCSG icon
1267
Healthcare Services Group
HCSG
$1.51B
$6.58K ﹤0.01%
268
+217
+425% +$4.58K
NCNO icon
1268
nCino
NCNO
$2.08B
$6.57K ﹤0.01%
402
+271
+207% +$4.45K
ACVA icon
1269
ACV Auctions
ACVA
$1.24B
$6.54K ﹤0.01%
910
+839
+1,182% +$4.75K
UCB
1270
United Community Banks
UCB
$4.25B
$6.53K ﹤0.01%
186
+166
+830% +$5.55K
BCO icon
1271
Brink's
BCO
$4.54B
$6.52K ﹤0.01%
69
+43
+165% +$4.48K
LVHI icon
1272
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.59B
$6.49K ﹤0.01%
+160
New +$6.54K
CHD icon
1273
Church & Dwight Co
CHD
$24.5B
$6.49K ﹤0.01%
67
+49
+272% +$4.68K
RIG icon
1274
Transocean
RIG
$6.33B
$6.49K ﹤0.01%
1,327
+987
+290% +$6.17K
FOR icon
1275
Forestar Group
FOR
$1.47B
$6.49K ﹤0.01%
205
+190
+1,267% +$5.22K
49 50
51
52 53

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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.