We are live on ! Find out more
SIC

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
WLDN icon
1401
Willdan Group
WLDN
$1.28B
$726 ﹤0.01%
+7
New +$689
NBHC icon
1402
National Bank Holdings
NBHC
$1.92B
$723 ﹤0.01%
+19
New +$716
RSI icon
1403
Rush Street Interactive
RSI
$2.91B
$720 ﹤0.01%
37
+35
+1,750% +$647
PEGA icon
1404
Pegasystems
PEGA
$5.44B
$717 ﹤0.01%
12
– –
XLE icon
1405
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$716 ﹤0.01%
+16
New +$713
HYMC icon
1406
Hycroft Mining Holding Corp
HYMC
$2.57B
$714 ﹤0.01%
+30
New +$332
SRRK icon
1407
Scholar Rock
SRRK
$6.34B
$705 ﹤0.01%
+16
New +$600
TEF
1408
DELISTED
Telefonica
TEF
$705 ﹤0.01%
+174
New +$784
NOV icon
1409
NOV
NOV
$7.49B
$704 ﹤0.01%
45
– –
OLED icon
1410
Universal Display
OLED
$4.32B
$702 ﹤0.01%
6
+3
+100% +$389
TAP icon
1411
Molson Coors Class B
TAP
$7.83B
$701 ﹤0.01%
15
+9
+150% +$415
BDC icon
1412
Belden
BDC
$5.26B
$700 ﹤0.01%
6
– –
ABG icon
1413
Asbury Automotive
ABG
$3.73B
$698 ﹤0.01%
3
+1
+50% +$236
BE icon
1414
Bloom Energy
BE
$62.2B
$696 ﹤0.01%
+8
New +$841
CRK icon
1415
Comstock Resources
CRK
$4.23B
$696 ﹤0.01%
30
– –
POST icon
1416
Post Holdings
POST
$3.56B
$694 ﹤0.01%
7
-2
-22% -$207
UPWK icon
1417
Upwork
UPWK
$1.04B
$694 ﹤0.01%
+35
New +$642
HURN icon
1418
Huron Consulting
HURN
$2.43B
$692 ﹤0.01%
4
+3
+300% +$491
AAL icon
1419
American Airlines Group
AAL
$10.1B
$690 ﹤0.01%
45
-993
-96% -$13.4K
AX icon
1420
Axos Financial
AX
$5.68B
$690 ﹤0.01%
8
– –
GRBK icon
1421
Green Brick Partners
GRBK
$3.08B
$690 ﹤0.01%
11
-10
-48% -$659
TTMI icon
1422
TTM Technologies
TTMI
$13.8B
$690 ﹤0.01%
10
+7
+233% +$457
VLY icon
1423
Valley National Bancorp
VLY
$8.16B
$690 ﹤0.01%
59
– –
MUR icon
1424
Murphy Oil
MUR
$5.12B
$688 ﹤0.01%
+22
New +$662
MTSI icon
1425
MACOM Technology Solutions
MTSI
$22.9B
$686 ﹤0.01%
4
– –
55 56
57
58 59

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return

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.