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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHF icon
1351
Brighthouse Financial
BHF
$3.44B
$1.44K ﹤0.01%
24
+4
+20% +$250
PRIM icon
1352
Primoris Services
PRIM
$4.39B
$1.43K ﹤0.01%
10
+3
+43% +$439
IESC icon
1353
IES Holdings
IESC
$15.3B
$1.43K ﹤0.01%
3
+1
+50% +$459
PLG
1354
Platinum Group Metals
PLG
$196M
$1.42K ﹤0.01%
+803
New +$1.94K
OCUL icon
1355
Ocular Therapeutix
OCUL
$2.25B
$1.42K ﹤0.01%
167
+2
+1% +$19
NOV icon
1356
NOV
NOV
$7.45B
$1.41K ﹤0.01%
75
+30
+67% +$563
ASTS icon
1357
AST SpaceMobile
ASTS
$22.3B
$1.41K ﹤0.01%
17
+5
+42% +$472
KRT icon
1358
Karat Packaging
KRT
$962M
$1.41K ﹤0.01%
50
+11
+28% +$277
BLD
1359
DELISTED
TopBuild
BLD
$1.41K ﹤0.01%
4
-102
-96% -$45.7K
SAIA icon
1360
Saia
SAIA
$9.73B
$1.41K ﹤0.01%
4
+2
+100% +$729
LMB icon
1361
Limbach Holdings
LMB
$536M
$1.41K ﹤0.01%
18
+2
+13% +$168
COLB icon
1362
Columbia Banking Systems
COLB
$9.12B
$1.4K ﹤0.01%
51
+25
+96% +$723
TDAY
1363
USA Today Co
TDAY
$1.01B
$1.38K ﹤0.01%
196
-18
-8% -$110
ACA icon
1364
Arcosa
ACA
$7.12B
$1.38K ﹤0.01%
13
+6
+86% +$682
SKYW icon
1365
Skywest
SKYW
$4.16B
$1.38K ﹤0.01%
15
+11
+275% +$1.08K
WTRG icon
1366
Essential Utilities
WTRG
$11.3B
$1.37K ﹤0.01%
34
+19
+127% +$748
DIOD icon
1367
Diodes
DIOD
$4.93B
$1.37K ﹤0.01%
20
+10
+100% +$631
CNQ icon
1368
Canadian Natural Resources
CNQ
$98.1B
$1.36K ﹤0.01%
28
-266
-90% -$10.9K
CLX icon
1369
Clorox
CLX
$12.8B
$1.36K ﹤0.01%
13
+4
+44% +$453
CDE icon
1370
Coeur Mining
CDE
$19.3B
$1.35K ﹤0.01%
72
-50
-41% -$1.09K
LAC
1371
Lithium Americas
LAC
$1.18B
$1.35K ﹤0.01%
+342
New +$1.68K
FET icon
1372
Forum Energy Technologies
FET
$932M
$1.35K ﹤0.01%
23
+11
+92% +$558
XMTR icon
1373
Xometry
XMTR
$5.34B
$1.35K ﹤0.01%
33
-25
-43% -$1.33K
ACT icon
1374
Enact Holdings
ACT
$6.79B
$1.35K ﹤0.01%
33
+8
+32% +$327
VRTS icon
1375
Virtus Investment Partners
VRTS
$1.12B
$1.34K ﹤0.01%
10
+9
+900% +$1.33K
53 54
55
56 57

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.