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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
SCHO icon
1251
Schwab Short-Term US Treasury ETF
SCHO
$13B
$1.2K ﹤0.01%
+49
New +$1.2K
ZION icon
1252
Zions Bancorporation
ZION
$10.5B
$1.17K ﹤0.01%
20
-790
-98% -$43K
BNDX icon
1253
Vanguard Total International Bond ETF
BNDX
$83B
$1.16K ﹤0.01%
+24
New +$1.19K
IBKR icon
1254
Interactive Brokers
IBKR
$41.4B
$1.16K ﹤0.01%
18
+10
+125% +$669
NWS icon
1255
News Corp Class B
NWS
$17.8B
$1.16K ﹤0.01%
39
+19
+95% +$566
SNDX icon
1256
Syndax Pharmaceuticals
SNDX
$1.7B
$1.16K ﹤0.01%
+55
New +$960
BUD icon
1257
AB InBev
BUD
$158B
$1.15K ﹤0.01%
+18
New +$1.12K
CRDO icon
1258
Credo Technology Group
CRDO
$49.6B
$1.15K ﹤0.01%
8
+6
+300% +$923
UWMC icon
1259
UWM Holdings
UWMC
$2.61B
$1.15K ﹤0.01%
+263
New +$1.42K
ERIE icon
1260
Erie Indemnity
ERIE
$13.4B
$1.15K ﹤0.01%
4
+2
+100% +$597
MAT icon
1261
Mattel
MAT
$4.25B
$1.13K ﹤0.01%
57
+11
+24% +$212
BETA
1262
Beta Technologies Inc
BETA
$6.14B
$1.13K ﹤0.01%
+40
New +$1.19K
LASR icon
1263
nLIGHT
LASR
$2.9B
$1.13K ﹤0.01%
+30
New +$1K
VISN
1264
Vistance Networks Inc
VISN
$2.62B
$1.13K ﹤0.01%
+62
New +$1.07K
FHN icon
1265
First Horizon
FHN
$12.3B
$1.12K ﹤0.01%
47
– –
AM icon
1266
Antero Midstream
AM
$10.5B
$1.1K ﹤0.01%
62
– –
TDAY
1267
USA Today Co
TDAY
$1B
$1.1K ﹤0.01%
214
+9
+4% +$42
LZ icon
1268
LegalZoom.com
LZ
$993M
$1.1K ﹤0.01%
+111
New +$1.1K
GHC icon
1269
Graham Holdings Company
GHC
$4.97B
$1.1K ﹤0.01%
1
– –
ACAD icon
1270
Acadia Pharmaceuticals
ACAD
$4.89B
$1.1K ﹤0.01%
41
+32
+356% +$765
JKHY icon
1271
Jack Henry & Associates
JKHY
$11.1B
$1.09K ﹤0.01%
6
– –
CHD icon
1272
Church & Dwight Co
CHD
$24B
$1.09K ﹤0.01%
13
+3
+30% +$256
RARE icon
1273
Ultragenyx Pharmaceutical
RARE
$2.6B
$1.08K ﹤0.01%
+47
New +$1.55K
KRNT icon
1274
Kornit Digital
KRNT
$827M
$1.08K ﹤0.01%
+75
New +$1.03K
FDN icon
1275
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$1.08K ﹤0.01%
4
– –
49 50
51
52 53

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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.