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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKY icon
1426
Champion Homes
SKY
$5.14B
$4.58K ﹤0.01%
52
+43
+478% +$3.29K
SRPT icon
1427
Sarepta Therapeutics
SRPT
$1.77B
$4.58K ﹤0.01%
255
-230
-47% -$4.35K
EHC icon
1428
Encompass Health
EHC
$12.4B
$4.55K ﹤0.01%
45
+32
+246% +$3.31K
KFY icon
1429
Korn Ferry
KFY
$4.28B
$4.53K ﹤0.01%
68
+52
+325% +$3.52K
MBC icon
1430
MasterBrand
MBC
$1.91B
$4.53K ﹤0.01%
440
+430
+4,300% +$3.67K
XPO icon
1431
XPO
XPO
$23.7B
$4.52K ﹤0.01%
22
– –
IART icon
1432
Integra LifeSciences
IART
$1.34B
$4.51K ﹤0.01%
+251
New +$3.51K
BVS icon
1433
Bioventus
BVS
$1.19B
$4.47K ﹤0.01%
474
+458
+2,863% +$4.37K
AGNT
1434
AGNT Inc
AGNT
$734M
$4.45K ﹤0.01%
+823
New +$4.54K
KN icon
1435
Knowles
KN
$3.34B
$4.4K ﹤0.01%
+106
New +$3.68K
CAVA icon
1436
CAVA Group
CAVA
$7.27B
$4.4K ﹤0.01%
56
+3
+6% +$252
LLYVA icon
1437
Liberty Live Group Series A
LLYVA
$9.09B
$4.36K ﹤0.01%
43
– –
BFH icon
1438
Bread Financial
BFH
$4.38B
$4.33K ﹤0.01%
40
+23
+135% +$2.07K
SBCF icon
1439
Seacoast Banking Corp of Florida
SBCF
$3.35B
$4.32K ﹤0.01%
130
+128
+6,400% +$4K
SHEN icon
1440
Shenandoah Telecom
SHEN
$746M
$4.31K ﹤0.01%
+286
New +$4.5K
BEPC icon
1441
Brookfield Renewable
BEPC
$6.26B
$4.31K ﹤0.01%
116
+110
+1,833% +$4.26K
RSSL
1442
Global X Russell 2000 ETF
RSSL
$1.54B
$4.28K ﹤0.01%
36
– –
EVTC icon
1443
Evertec
EVTC
$1.78B
$4.28K ﹤0.01%
154
+125
+431% +$3.32K
CUBI icon
1444
Customers Bancorp
CUBI
$2.77B
$4.27K ﹤0.01%
+54
New +$4.08K
XEL icon
1445
Xcel Energy
XEL
$48.8B
$4.26K ﹤0.01%
53
+2
+4% +$160
IDCC icon
1446
InterDigital
IDCC
$8.89B
$4.25K ﹤0.01%
15
+9
+150% +$2.68K
ALGT icon
1447
Allegiant Air
ALGT
$2.57B
$4.23K ﹤0.01%
+36
New +$3.11K
ADUS icon
1448
Addus HomeCare
ADUS
$2.23B
$4.22K ﹤0.01%
42
+40
+2,000% +$3.78K
PRVA icon
1449
Privia Health
PRVA
$2.87B
$4.22K ﹤0.01%
164
+151
+1,162% +$3.5K
CIM
1450
Chimera Investment
CIM
$1B
$4.22K ﹤0.01%
+316
New +$4.23K
56 57
58
59 60

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.