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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
LBTYA icon
1351
Liberty Global Class A
LBTYA
$3.49B
$221 ﹤0.01%
22
-7
-24% -$70
ADMA icon
1352
ADMA Biologics
ADMA
$2.18B
$219 ﹤0.01%
12
-59
-83% -$1.2K
ALG icon
1353
Alamo Group
ALG
$2.05B
$219 ﹤0.01%
1
-1
-50% -$191
ATMU icon
1354
Atmus Filtration Technologies
ATMU
$4.11B
$219 ﹤0.01%
6
-3
-33% -$107
INSW icon
1355
International Seaways
INSW
$4.53B
$219 ﹤0.01%
6
+4
+200% +$143
SR icon
1356
Spire
SR
$4.78B
$219 ﹤0.01%
3
-6
-67% -$449
GFF icon
1357
Griffon
GFF
$4.75B
$218 ﹤0.01%
3
-4
-57% -$279
TGTX icon
1358
TG Therapeutics
TGTX
$7.56B
$216 ﹤0.01%
6
-5
-45% -$186
CALX icon
1359
Calix
CALX
$2.45B
$213 ﹤0.01%
4
-1
-20% -$43
GSHD icon
1360
Goosehead Insurance
GSHD
$2.27B
$212 ﹤0.01%
2
-1
-33% -$106
SHC icon
1361
Sotera Health
SHC
$5.37B
$212 ﹤0.01%
19
+3
+19% +$35
WD icon
1362
Walker & Dunlop
WD
$1.49B
$212 ﹤0.01%
3
-2
-40% -$144
POWL icon
1363
Powell Industries
POWL
$7.59B
$211 ﹤0.01%
3
– –
MDB icon
1364
MongoDB
MDB
$33.5B
$210 ﹤0.01%
+1
New +$185
OII icon
1365
Oceaneering
OII
$5.04B
$208 ﹤0.01%
10
+2
+25% +$39
WAFD icon
1366
WaFd
WAFD
$2.75B
$205 ﹤0.01%
7
-3
-30% -$85
CDE icon
1367
Coeur Mining
CDE
$18.7B
$204 ﹤0.01%
23
+7
+44% +$51
TEAM icon
1368
Atlassian
TEAM
$38.5B
$204 ﹤0.01%
1
-1
-50% -$208
BHC icon
1369
Bausch Health
BHC
$2.38B
$200 ﹤0.01%
30
– –
USLM icon
1370
United States Lime & Minerals
USLM
$3.45B
$200 ﹤0.01%
2
-42
-95% -$4.11K
BEPC icon
1371
Brookfield Renewable
BEPC
$6.19B
$197 ﹤0.01%
6
-5
-45% -$146
HNI icon
1372
HNI Corp
HNI
$3.53B
$197 ﹤0.01%
4
+3
+300% +$136
LBRDA icon
1373
Liberty Broadband Class A
LBRDA
$5.18B
$196 ﹤0.01%
2
-1
-33% -$89
ACAD icon
1374
Acadia Pharmaceuticals
ACAD
$5.05B
$195 ﹤0.01%
+9
New +$167
RAL
1375
Ralliant Corp
RAL
$7.66B
$194 ﹤0.01%
+4
New +$197
53 54
55
56 57

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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.