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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
YELP icon
1326
Yelp
YELP
$1.35B
$240 ﹤0.01%
7
-6
-46% -$217
WS icon
1327
Worthington Steel
WS
$1.95B
$239 ﹤0.01%
8
-5
-38% -$129
NTLA icon
1328
Intellia Therapeutics
NTLA
$1.69B
$235 ﹤0.01%
25
– –
MQ icon
1329
Marqeta
MQ
$1.62B
$234 ﹤0.01%
10
-64
-86% -$1.22K
TFSL icon
1330
TFS Financial
TFSL
$4.82B
$234 ﹤0.01%
18
-10
-36% -$129
AAP icon
1331
Advance Auto Parts
AAP
$3.33B
$233 ﹤0.01%
+5
New +$200
CLBK icon
1332
Columbia Financial
CLBK
$1.12B
$233 ﹤0.01%
16
-5
-24% -$71
FA icon
1333
First Advantage
FA
$4.03B
$233 ﹤0.01%
14
-9
-39% -$145
OTTR icon
1334
Otter Tail
OTTR
$3.88B
$232 ﹤0.01%
3
-3
-50% -$234
RAMP icon
1335
LiveRamp
RAMP
$2.29B
$232 ﹤0.01%
7
-2
-22% -$58
APPF icon
1336
AppFolio
APPF
$7.04B
$231 ﹤0.01%
1
-1
-50% -$218
NMRK icon
1337
Newmark Group
NMRK
$2.54B
$231 ﹤0.01%
19
-12
-39% -$134
AWR icon
1338
American States Water
AWR
$3.44B
$230 ﹤0.01%
3
-3
-50% -$235
FRME icon
1339
First Merchants
FRME
$2.65B
$230 ﹤0.01%
6
-5
-45% -$185
CRC icon
1340
California Resources
CRC
$4.78B
$229 ﹤0.01%
5
-7
-58% -$286
NATL icon
1341
NCR Atleos
NATL
$3.43B
$229 ﹤0.01%
8
-6
-43% -$162
WDFC icon
1342
WD-40
WDFC
$3.12B
$229 ﹤0.01%
1
-1
-50% -$235
SFNC icon
1343
Simmons First National
SFNC
$3.38B
$228 ﹤0.01%
12
-11
-48% -$207
TBBK icon
1344
The Bancorp
TBBK
$2.81B
$228 ﹤0.01%
4
-1
-20% -$51
BABA icon
1345
Alibaba
BABA
$316B
$227 ﹤0.01%
2
– –
BKE icon
1346
Buckle
BKE
$2.4B
$227 ﹤0.01%
5
-3
-38% -$119
SPNT icon
1347
SiriusPoint
SPNT
$2.62B
$225 ﹤0.01%
11
-3
-21% -$55
LZB icon
1348
La-Z-Boy
LZB
$1.66B
$224 ﹤0.01%
6
-4
-40% -$160
APAM icon
1349
Artisan Partners
APAM
$2.98B
$222 ﹤0.01%
5
-7
-58% -$280
OPLN
1350
Openlane
OPLN
$4.6B
$221 ﹤0.01%
9
-16
-64% -$338
52 53
54
55 56

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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.