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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
CRSR icon
1401
Corsair Gaming
CRSR
$1.4B
$1.22K ﹤0.01%
219
+192
+711% +$1.06K
PLXS icon
1402
Plexus
PLXS
$7.25B
$1.22K ﹤0.01%
6
+2
+50% +$380
CTRN icon
1403
Citi Trends
CTRN
$617M
$1.21K ﹤0.01%
28
+13
+87% +$592
FRSH icon
1404
Freshworks
FRSH
$3.22B
$1.21K ﹤0.01%
151
+77
+104% +$710
VRNS icon
1405
Varonis Systems
VRNS
$4.82B
$1.2K ﹤0.01%
56
+26
+87% +$705
DOCN icon
1406
DigitalOcean
DOCN
$15.7B
$1.2K ﹤0.01%
14
+4
+40% +$252
FRME icon
1407
First Merchants
FRME
$2.72B
$1.2K ﹤0.01%
31
+7
+29% +$273
MUR icon
1408
Murphy Oil
MUR
$5.06B
$1.2K ﹤0.01%
29
+7
+32% +$237
GATX icon
1409
GATX Corp
GATX
$6.34B
$1.2K ﹤0.01%
7
+2
+40% +$360
ECPG icon
1410
Encore Capital Group
ECPG
$2.07B
$1.19K ﹤0.01%
17
+6
+55% +$369
KLIC icon
1411
Kulicke & Soffa
KLIC
$4.98B
$1.18K ﹤0.01%
18
+5
+38% +$318
WSFS icon
1412
WSFS Financial
WSFS
$4.15B
$1.18K ﹤0.01%
18
+9
+100% +$567
NE icon
1413
Noble Corp
NE
$7.04B
$1.18K ﹤0.01%
24
+13
+118% +$531
HRMY icon
1414
Harmony Biosciences
HRMY
$2.32B
$1.18K ﹤0.01%
42
-1
-2% -$33
RELY icon
1415
Remitly
RELY
$5.1B
$1.18K ﹤0.01%
75
+48
+178% +$710
UGI icon
1416
UGI
UGI
$7.53B
$1.17K ﹤0.01%
32
+12
+60% +$452
VIAV icon
1417
Viavi Solutions
VIAV
$10.6B
$1.17K ﹤0.01%
35
+18
+106% +$476
BOKF icon
1418
BOK Financial
BOKF
$8.8B
$1.15K ﹤0.01%
9
+2
+29% +$257
HLI icon
1419
Houlihan Lokey
HLI
$8.63B
$1.15K ﹤0.01%
8
-4
-33% -$658
DDS icon
1420
Dillards
DDS
$9.93B
$1.15K ﹤0.01%
2
+1
+100% +$624
INSM icon
1421
Insmed
INSM
$28.9B
$1.15K ﹤0.01%
7
-7
-50% -$1.08K
INGM
1422
Ingram Micro Holding
INGM
$6.47B
$1.14K ﹤0.01%
+49
New +$1.06K
CBT icon
1423
Cabot Corp
CBT
$4.46B
$1.13K ﹤0.01%
+15
New +$1.09K
COUR icon
1424
Coursera
COUR
$1.48B
$1.13K ﹤0.01%
194
+192
+9,600% +$1.2K
CRDO icon
1425
Credo Technology Group
CRDO
$50B
$1.13K ﹤0.01%
12
+4
+50% +$487
55 56
57
58 59

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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.