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SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFIN icon
1376
Donnelley Financial Solutions
DFIN
$1.16B
$794 ﹤0.01%
17
– –
CFFN icon
1377
Capitol Federal Financial
CFFN
$1.09B
$790 ﹤0.01%
+116
New +$755
GPI icon
1378
Group 1 Automotive
GPI
$3.17B
$787 ﹤0.01%
2
– –
CBSH icon
1379
Commerce Bancshares
CBSH
$8.47B
$786 ﹤0.01%
15
-2
-12% -$105
APA icon
1380
APA Corp
APA
$14.2B
$783 ﹤0.01%
32
+6
+23% +$145
OZK icon
1381
Bank OZK
OZK
$5.66B
$783 ﹤0.01%
17
-910
-98% -$42.6K
FHI icon
1382
Federated Hermes
FHI
$4.7B
$782 ﹤0.01%
15
– –
ONB icon
1383
Old National Bancorp
ONB
$10.3B
$781 ﹤0.01%
35
– –
IBP icon
1384
Installed Building Products
IBP
$6.63B
$779 ﹤0.01%
3
– –
IESC icon
1385
IES Holdings
IESC
$15.5B
$779 ﹤0.01%
2
– –
ORA icon
1386
Ormat Technologies
ORA
$7.04B
$774 ﹤0.01%
7
– –
BUR icon
1387
Burford Capital
BUR
$953M
$768 ﹤0.01%
86
+8
+10% +$78
HCI icon
1388
HCI Group
HCI
$2.29B
$767 ﹤0.01%
+4
New +$753
CFR icon
1389
Cullen/Frost Bankers
CFR
$10.3B
$760 ﹤0.01%
6
– –
ZG icon
1390
Zillow
ZG
$7.71B
$752 ﹤0.01%
11
+5
+83% +$352
RGNX icon
1391
Regenxbio
RGNX
$703M
$749 ﹤0.01%
+52
New +$648
UGI icon
1392
UGI
UGI
$7.54B
$749 ﹤0.01%
20
– –
GLBE icon
1393
Global E Online
GLBE
$6.86B
$747 ﹤0.01%
19
– –
ACA icon
1394
Arcosa
ACA
$7.12B
$745 ﹤0.01%
7
– –
PSN icon
1395
Parsons
PSN
$5.15B
$742 ﹤0.01%
12
– –
KRYS icon
1396
Krystal Biotech
KRYS
$9.68B
$741 ﹤0.01%
+3
New +$631
WMG icon
1397
Warner Music
WMG
$13.1B
$738 ﹤0.01%
24
+14
+140% +$428
UBSI icon
1398
United Bankshares
UBSI
$6.61B
$730 ﹤0.01%
19
– –
COLB icon
1399
Columbia Banking Systems
COLB
$8.97B
$727 ﹤0.01%
26
– –
HCSG icon
1400
Healthcare Services Group
HCSG
$1.44B
$727 ﹤0.01%
+38
New +$684
54 55
56
57 58

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.