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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
EXPO icon
1426
Exponent
EXPO
$3.26B
$150 ﹤0.01%
2
-2
-50% -$155
SMMT icon
1427
Summit Therapeutics
SMMT
$11.6B
$149 ﹤0.01%
7
-6
-46% -$137
BIRK icon
1428
Birkenstock
BIRK
$7.37B
$148 ﹤0.01%
+3
New +$154
LEVI icon
1429
Levi Strauss
LEVI
$9.24B
$148 ﹤0.01%
8
-7
-47% -$116
RVMD icon
1430
Revolution Medicines
RVMD
$44B
$148 ﹤0.01%
4
+1
+33% +$38
SNDR icon
1431
Schneider National
SNDR
$6.24B
$145 ﹤0.01%
6
-9
-60% -$209
WMK icon
1432
Weis Markets
WMK
$1.83B
$145 ﹤0.01%
2
-1
-33% -$78
LAZ icon
1433
Lazard
LAZ
$4.14B
$144 ﹤0.01%
3
-4
-57% -$167
HWKN icon
1434
Hawkins
HWKN
$2.74B
$143 ﹤0.01%
1
– –
CCC
1435
CCC Intelligent Solutions
CCC
$4.08B
$142 ﹤0.01%
15
+10
+200% +$89
WKC icon
1436
World Kinect Corp
WKC
$1.91B
$142 ﹤0.01%
5
-5
-50% -$133
PRKS icon
1437
United Parks & Resorts
PRKS
$2.07B
$142 ﹤0.01%
3
-8
-73% -$357
CERT icon
1438
Certara
CERT
$1.22B
$141 ﹤0.01%
+12
New +$142
AIR icon
1439
AAR Corp
AIR
$5.81B
$138 ﹤0.01%
2
-3
-60% -$180
FORM icon
1440
FormFactor
FORM
$8.92B
$138 ﹤0.01%
4
-8
-67% -$243
WERN icon
1441
Werner Enterprises
WERN
$2.24B
$137 ﹤0.01%
5
-3
-38% -$82
WK icon
1442
Workiva
WK
$3.6B
$137 ﹤0.01%
2
+1
+100% +$69
DEM icon
1443
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$136 ﹤0.01%
+3
New +$129
FRSH icon
1444
Freshworks
FRSH
$3.3B
$135 ﹤0.01%
+9
New +$130
HUBG icon
1445
HUB Group
HUBG
$2.93B
$134 ﹤0.01%
4
-8
-67% -$268
TR icon
1446
Tootsie Roll Industries
TR
$2.98B
$134 ﹤0.01%
4
-3
-43% -$96
ICUI icon
1447
ICU Medical
ICUI
$4.6B
$133 ﹤0.01%
1
-1
-50% -$136
CARS icon
1448
Cars.com
CARS
$651M
$131 ﹤0.01%
11
– –
STC icon
1449
Stewart Information Services
STC
$2.01B
$131 ﹤0.01%
2
-1
-33% -$64
NGVT icon
1450
Ingevity
NGVT
$2.62B
$130 ﹤0.01%
3
-5
-63% -$193
56 57
58
59 60

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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.