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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTTR icon
1426
Otter Tail
OTTR
$3.96B
$246 ﹤0.01%
3
– –
SR icon
1427
Spire
SR
$4.87B
$245 ﹤0.01%
3
– –
TGNA
1428
DELISTED
TEGNA Inc
TGNA
$244 ﹤0.01%
12
+3
+33% +$57
WS icon
1429
Worthington Steel
WS
$1.92B
$244 ﹤0.01%
8
– –
CSW
1430
CSW Industrials
CSW
$5.72B
$243 ﹤0.01%
1
– –
MTRN icon
1431
Materion
MTRN
$5.85B
$242 ﹤0.01%
2
– –
VC icon
1432
Visteon
VC
$2.83B
$240 ﹤0.01%
2
– –
TFSL icon
1433
TFS Financial
TFSL
$4.83B
$238 ﹤0.01%
18
– –
MGRC icon
1434
McGrath RentCorp
MGRC
$2.95B
$235 ﹤0.01%
2
+1
+100% +$121
SFNC icon
1435
Simmons First National
SFNC
$3.42B
$231 ﹤0.01%
12
– –
PHIN icon
1436
Phinia Inc
PHIN
$2.74B
$230 ﹤0.01%
4
– –
RDDT icon
1437
Reddit
RDDT
$30.1B
$230 ﹤0.01%
+1
New +$204
GFF icon
1438
Griffon
GFF
$4.84B
$229 ﹤0.01%
3
– –
RIOT icon
1439
Riot Platforms
RIOT
$7.6B
$229 ﹤0.01%
+12
New +$166
FRME icon
1440
First Merchants
FRME
$2.69B
$227 ﹤0.01%
6
– –
DRVN icon
1441
Driven Brands
DRVN
$2.04B
$226 ﹤0.01%
14
– –
FIZZ icon
1442
National Beverage
FIZZ
$2.89B
$222 ﹤0.01%
6
-3
-33% -$130
APAM icon
1443
Artisan Partners
APAM
$3.08B
$217 ﹤0.01%
5
– –
TGTX icon
1444
TG Therapeutics
TGTX
$7.64B
$217 ﹤0.01%
6
– –
FA icon
1445
First Advantage
FA
$3.64B
$216 ﹤0.01%
14
– –
VIAV icon
1446
Viavi Solutions
VIAV
$9.47B
$216 ﹤0.01%
17
– –
WU icon
1447
Western Union
WU
$2.2B
$216 ﹤0.01%
27
+14
+108% +$117
MC icon
1448
Moelis & Co
MC
$4.93B
$214 ﹤0.01%
3
– –
TDW icon
1449
Tidewater
TDW
$4.54B
$214 ﹤0.01%
4
+3
+300% +$164
WAFD icon
1450
WaFd
WAFD
$2.82B
$213 ﹤0.01%
7
– –
56 57
58
59 60

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.