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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
AIN icon
1276
Albany International
AIN
$1.73B
$281 ﹤0.01%
4
+1
+33% +$66
BKH icon
1277
Black Hills Corp
BKH
$5.62B
$281 ﹤0.01%
5
-5
-50% -$293
CLVT icon
1278
Clarivate
CLVT
$1.21B
$280 ﹤0.01%
+65
New +$262
LSTR icon
1279
Landstar System
LSTR
$6.05B
$279 ﹤0.01%
2
-3
-60% -$416
ALIT icon
1280
Alight
ALIT
$394M
$278 ﹤0.01%
2
+1
+100% +$107
BILL icon
1281
BILL Holdings
BILL
$4.91B
$278 ﹤0.01%
6
-4
-40% -$177
BAM icon
1282
Brookfield Asset Management
BAM
$84.4B
$277 ﹤0.01%
5
-3
-38% -$161
DAY
1283
DELISTED
Dayforce
DAY
$277 ﹤0.01%
5
– –
HCC icon
1284
Warrior Met Coal
HCC
$5.04B
$275 ﹤0.01%
6
-3
-33% -$139
IPGP icon
1285
IPG Photonics
IPGP
$3.61B
$275 ﹤0.01%
4
-2
-33% -$125
BROS icon
1286
Dutch Bros
BROS
$8.96B
$274 ﹤0.01%
4
-3
-43% -$196
LCII icon
1287
LCI Industries
LCII
$2.55B
$274 ﹤0.01%
3
-3
-50% -$256
GLOB icon
1288
Globant
GLOB
$1.66B
$273 ﹤0.01%
+3
New +$320
WMG icon
1289
Warner Music
WMG
$13.8B
$273 ﹤0.01%
10
-9
-47% -$251
CART icon
1290
Maplebear
CART
$11.9B
$272 ﹤0.01%
+6
New +$261
CNC icon
1291
Centene
CNC
$32.9B
$272 ﹤0.01%
5
+2
+67% +$117
FBK icon
1292
FB Financial Corp
FBK
$3.04B
$272 ﹤0.01%
6
-3
-33% -$130
IRDM icon
1293
Iridium Communications
IRDM
$5.23B
$272 ﹤0.01%
9
-12
-57% -$312
TER icon
1294
Teradyne
TER
$57.1B
$270 ﹤0.01%
3
-13
-81% -$1.04K
QUBT icon
1295
Quantum Computing Inc
QUBT
$2.01B
$269 ﹤0.01%
14
– –
OGIG icon
1296
ALPS O'Shares Global Internet Giants ETF
OGIG
$115M
$268 ﹤0.01%
5
– –
WLY icon
1297
John Wiley & Sons Class A
WLY
$2.62B
$268 ﹤0.01%
6
-8
-57% -$337
PRMB
1298
Primo Brands
PRMB
$8.52B
$267 ﹤0.01%
9
-2
-18% -$64
MGEE icon
1299
MGE Energy Inc
MGEE
$3.04B
$266 ﹤0.01%
3
-2
-40% -$180
AEIS icon
1300
Advanced Energy
AEIS
$12.6B
$265 ﹤0.01%
2
-5
-71% -$551
50 51
52
53 54

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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.