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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
GIII icon
1276
G-III Apparel Group
GIII
$1.41B
$1.07K ﹤0.01%
+37
New +$1.06K
CADE
1277
DELISTED
Cadence Bank
CADE
$1.07K ﹤0.01%
25
– –
ASPI icon
1278
ASP Isotopes
ASPI
$546M
$1.07K ﹤0.01%
200
– –
BG icon
1279
Bunge Global
BG
$21.4B
$1.07K ﹤0.01%
12
+3
+33% +$277
FYBR
1280
DELISTED
Frontier Communications
FYBR
$1.07K ﹤0.01%
28
– –
RRC icon
1281
Range Resources
RRC
$9.43B
$1.06K ﹤0.01%
30
+4
+15% +$149
LW icon
1282
Lamb Weston
LW
$7.14B
$1.05K ﹤0.01%
25
+15
+150% +$883
ENSG icon
1283
The Ensign Group
ENSG
$10.6B
$1.05K ﹤0.01%
6
– –
AVSE icon
1284
Avantis Responsible Emerging Markets Equity ETF
AVSE
$220M
$1.04K ﹤0.01%
+16
New +$1.03K
BC icon
1285
Brunswick
BC
$5.08B
$1.04K ﹤0.01%
14
+8
+133% +$542
VAW icon
1286
Vanguard Materials ETF
VAW
$3.08B
$1.04K ﹤0.01%
+5
New +$1.01K
ALKS icon
1287
Alkermes
ALKS
$8.26B
$1.04K ﹤0.01%
37
+19
+106% +$569
SSB icon
1288
SouthState Bank Corp
SSB
$10.6B
$1.04K ﹤0.01%
11
– –
ACI icon
1289
Albertsons Companies
ACI
$5.85B
$1.03K ﹤0.01%
60
+35
+140% +$624
LNC icon
1290
Lincoln National
LNC
$8.43B
$1.02K ﹤0.01%
23
– –
IBB icon
1291
iShares Biotechnology ETF
IBB
$9.84B
$1.01K ﹤0.01%
+6
New +$975
PR
1292
Permian Resources
PR
$18B
$1.01K ﹤0.01%
72
+31
+76% +$416
RDN icon
1293
Radian Group
RDN
$4.88B
$1.01K ﹤0.01%
28
– –
WBS icon
1294
Webster Financial
WBS
$12.8B
$1.01K ﹤0.01%
16
– –
GWRE icon
1295
Guidewire Software
GWRE
$14.4B
$1.01K ﹤0.01%
5
+3
+150% +$664
NTCT icon
1296
NETSCOUT
NTCT
$2.89B
$1K ﹤0.01%
+37
New +$1K
IFRA icon
1297
iShares US Infrastructure ETF
IFRA
$4.62B
$1K ﹤0.01%
+19
New +$1K
XIFR
1298
XPLR Infrastructure LP
XIFR
$1.08B
$1K ﹤0.01%
100
– –
LAD icon
1299
Lithia Motors
LAD
$8.23B
$997 ﹤0.01%
3
– –
FWRG icon
1300
First Watch Restaurant Group
FWRG
$744M
$996 ﹤0.01%
+66
New +$1.11K
50 51
52
53 54

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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.