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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
FUTY icon
1301
Fidelity MSCI Utilities Index ETF
FUTY
$2.3B
$994 ﹤0.01%
+18
New +$1.03K
BSY icon
1302
Bentley Systems
BSY
$10.8B
$993 ﹤0.01%
26
+15
+136% +$684
ACT icon
1303
Enact Holdings
ACT
$6.81B
$992 ﹤0.01%
25
+13
+108% +$489
CART icon
1304
Maplebear
CART
$11.3B
$990 ﹤0.01%
22
+12
+120% +$491
VRNS icon
1305
Varonis Systems
VRNS
$4.86B
$984 ﹤0.01%
+30
New +$1.26K
FSS icon
1306
Federal Signal
FSS
$7.72B
$978 ﹤0.01%
9
– –
SLM icon
1307
SLM Corp
SLM
$5.21B
$975 ﹤0.01%
36
-5
-12% -$137
ASR icon
1308
Grupo Aeroportuario del Sureste
ASR
$8.21B
$971 ﹤0.01%
3
– –
ZTR
1309
Virtus Total Return Fund
ZTR
$341M
$971 ﹤0.01%
154
– –
DINO icon
1310
HF Sinclair
DINO
$15.4B
$968 ﹤0.01%
21
+3
+17% +$155
PATH icon
1311
UiPath
PATH
$7.84B
$968 ﹤0.01%
59
+44
+293% +$685
RVTY icon
1312
Revvity
RVTY
$12.9B
$968 ﹤0.01%
+10
New +$960
CMCO icon
1313
Columbus McKinnon
CMCO
$556M
$966 ﹤0.01%
+56
New +$898
SBRA icon
1314
Sabra Healthcare REIT
SBRA
$5.16B
$966 ﹤0.01%
51
+8
+19% +$148
ITB icon
1315
iShares US Home Construction ETF
ITB
$2.35B
$963 ﹤0.01%
+10
New +$1.01K
NXT icon
1316
Nextpower Inc
NXT
$15.9B
$959 ﹤0.01%
11
– –
CNX icon
1317
CNX Resources
CNX
$5.29B
$957 ﹤0.01%
26
– –
WABC icon
1318
Westamerica Bancorp
WABC
$1.38B
$957 ﹤0.01%
+20
New +$959
PFFA icon
1319
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.51B
$956 ﹤0.01%
+44
New +$950
TSLX icon
1320
Sixth Street Specialty
TSLX
$1.78B
$954 ﹤0.01%
44
– –
NRIX icon
1321
Nurix Therapeutics
NRIX
$2.72B
$949 ﹤0.01%
50
– –
AMKR icon
1322
Amkor Technology
AMKR
$14B
$948 ﹤0.01%
24
– –
QLYS icon
1323
Qualys
QLYS
$6.43B
$931 ﹤0.01%
7
+3
+75% +$413
XLRE icon
1324
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$929 ﹤0.01%
+23
New +$947
TCAL
1325
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$295M
$928 ﹤0.01%
+39
New +$938
51 52
53
54 55

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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.