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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
BANR icon
1376
Banner Corp
BANR
$2.41B
$193 ﹤0.01%
3
-4
-57% -$247
REYN icon
1377
Reynolds Consumer Products
REYN
$5.55B
$193 ﹤0.01%
9
-1
-10% -$23
AD
1378
Array Digital Infrastructure
AD
$3.04B
$192 ﹤0.01%
3
-7
-70% -$445
JOE icon
1379
St. Joe Company
JOE
$3.75B
$191 ﹤0.01%
4
-4
-50% -$179
SPR
1380
DELISTED
Spirit AeroSystems
SPR
$191 ﹤0.01%
5
-3
-38% -$108
AVA icon
1381
Avista
AVA
$3.2B
$190 ﹤0.01%
5
-6
-55% -$237
FWONA icon
1382
Liberty Media Series A
FWONA
$23.5B
$190 ﹤0.01%
2
-2
-50% -$169
RH icon
1383
RH
RH
$3.55B
$190 ﹤0.01%
1
-2
-67% -$371
UA icon
1384
Under Armour Class C
UA
$2.35B
$189 ﹤0.01%
29
-13
-31% -$77
VYX icon
1385
NCR Voyix
VYX
$1.12B
$188 ﹤0.01%
+16
New +$162
MC icon
1386
Moelis & Co
MC
$4.68B
$187 ﹤0.01%
3
-4
-57% -$224
VC icon
1387
Visteon
VC
$2.78B
$187 ﹤0.01%
+2
New +$165
LBTYK icon
1388
Liberty Global Class C
LBTYK
$3.43B
$186 ﹤0.01%
18
-14
-44% -$145
NWL icon
1389
Newell Brands
NWL
$2.5B
$184 ﹤0.01%
34
+16
+89% +$85
SEM
1390
DELISTED
Select Medical
SEM
$183 ﹤0.01%
12
-7
-37% -$109
ZBH icon
1391
Zimmer Biomet
ZBH
$18.5B
$183 ﹤0.01%
2
-13
-87% -$1.26K
CWT icon
1392
California Water Service
CWT
$3.07B
$182 ﹤0.01%
4
-3
-43% -$144
MYRG icon
1393
MYR Group
MYRG
$5.18B
$182 ﹤0.01%
1
– –
LIVN icon
1394
LivaNova
LIVN
$4.18B
$181 ﹤0.01%
4
+3
+300% +$124
NSP icon
1395
Insperity
NSP
$2B
$181 ﹤0.01%
3
-2
-40% -$140
MBLY icon
1396
Mobileye
MBLY
$2.24B
$180 ﹤0.01%
+10
New +$153
PATH icon
1397
UiPath
PATH
$7.99B
$180 ﹤0.01%
+14
New +$168
PENN icon
1398
PENN Entertainment
PENN
$2.57B
$179 ﹤0.01%
10
– –
PHIN icon
1399
Phinia Inc
PHIN
$2.72B
$178 ﹤0.01%
4
-3
-43% -$127
UAA icon
1400
Under Armour
UAA
$2.4B
$178 ﹤0.01%
26
-13
-33% -$81
54 55
56
57 58

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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.