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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
SR icon
1326
Spire
SR
$4.79B
$5.78K ﹤0.01%
74
+71
+2,367% +$6.1K
LKQ icon
1327
LKQ Corp
LKQ
$6.18B
$5.74K ﹤0.01%
218
+131
+151% +$3.64K
HOPE icon
1328
Hope Bancorp
HOPE
$1.78B
$5.73K ﹤0.01%
419
+416
+13,867% +$5.21K
TIGO icon
1329
Millicom
TIGO
$16.3B
$5.72K ﹤0.01%
+63
New +$5.31K
CHRD icon
1330
Chord Energy
CHRD
$7.75B
$5.71K ﹤0.01%
50
– –
HPP
1331
Hudson Pacific Properties
HPP
$751M
$5.71K ﹤0.01%
376
+365
+3,318% +$4K
ITGR icon
1332
Integer Holdings
ITGR
$4.25B
$5.7K ﹤0.01%
61
+59
+2,950% +$5.24K
VCYT icon
1333
Veracyte
VCYT
$3.73B
$5.7K ﹤0.01%
97
+89
+1,113% +$3.73K
MSEX icon
1334
Middlesex Water
MSEX
$1.09B
$5.67K ﹤0.01%
101
+1
+1% +$53
CATY icon
1335
Cathay General Bancorp
CATY
$4.22B
$5.64K ﹤0.01%
91
+79
+658% +$4.48K
UVV icon
1336
Universal Corp
UVV
$1.17B
$5.63K ﹤0.01%
+108
New +$5.75K
SPG icon
1337
Simon Property Group
SPG
$71.4B
$5.63K ﹤0.01%
25
-4
-14% -$823
CELH icon
1338
Celsius Holdings
CELH
$6.75B
$5.62K ﹤0.01%
192
+171
+814% +$5.39K
DNLI icon
1339
Denali Therapeutics
DNLI
$3.94B
$5.61K ﹤0.01%
218
+202
+1,263% +$4.15K
TREE icon
1340
LendingTree
TREE
$454M
$5.58K ﹤0.01%
126
+61
+94% +$2.47K
ARGX icon
1341
argenx
ARGX
$54.1B
$5.57K ﹤0.01%
+6
New +$4.95K
MFC icon
1342
Manulife Financial
MFC
$73.4B
$5.55K ﹤0.01%
137
– –
MAC icon
1343
Macerich
MAC
$6.9B
$5.54K ﹤0.01%
+220
New +$4.94K
WHD icon
1344
Cactus
WHD
$5.69B
$5.53K ﹤0.01%
108
+101
+1,443% +$5.63K
WABC icon
1345
Westamerica Bancorp
WABC
$1.35B
$5.51K ﹤0.01%
94
+62
+194% +$3.43K
MUB icon
1346
iShares National Muni Bond ETF
MUB
$45.8B
$5.49K ﹤0.01%
+51
New +$5.45K
WLK icon
1347
Westlake Corp
WLK
$10B
$5.47K ﹤0.01%
75
+53
+241% +$5.17K
BLBD icon
1348
Blue Bird Corp
BLBD
$2.04B
$5.45K ﹤0.01%
69
+40
+138% +$2.71K
PGNY icon
1349
Progyny
PGNY
$2.21B
$5.45K ﹤0.01%
189
+154
+440% +$3.44K
PRGO icon
1350
Perrigo
PRGO
$1.74B
$5.43K ﹤0.01%
+523
New +$5.76K
52 53
54
55 56

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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.