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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
+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
GXO icon
1426
GXO Logistics
GXO
$5.37B
$685 ﹤0.01%
13
– –
SJM icon
1427
J.M. Smucker
SJM
$12.5B
$685 ﹤0.01%
7
-3
-30% -$310
BOH icon
1428
Bank of Hawaii
BOH
$3.13B
$684 ﹤0.01%
10
+5
+100% +$329
FOLD
1429
DELISTED
Amicus Therapeutics
FOLD
$684 ﹤0.01%
+48
New +$472
PIPR icon
1430
Piper Sandler
PIPR
$5.35B
$680 ﹤0.01%
8
– –
DHIL
1431
DELISTED
Diamond Hill
DHIL
$678 ﹤0.01%
+4
New +$554
KBH icon
1432
KB Home
KBH
$3.54B
$677 ﹤0.01%
12
– –
PVH icon
1433
PVH
PVH
$3.91B
$672 ﹤0.01%
10
+2
+25% +$156
REZI icon
1434
Resideo Technologies
REZI
$3.67B
$668 ﹤0.01%
19
– –
IBOC icon
1435
International Bancshares
IBOC
$4.48B
$665 ﹤0.01%
10
– –
AMPL icon
1436
Amplitude
AMPL
$1.59B
$661 ﹤0.01%
+57
New +$600
SXT icon
1437
Sensient Technologies
SXT
$5.61B
$658 ﹤0.01%
7
+1
+17% +$94
CMPS
1438
Compass Pathways
CMPS
$1.81B
$656 ﹤0.01%
95
– –
NEXN
1439
Nexxen International
NEXN
$584M
$654 ﹤0.01%
100
– –
SAIA icon
1440
Saia
SAIA
$9.52B
$654 ﹤0.01%
2
– –
BRZE icon
1441
Braze
BRZE
$3.18B
$652 ﹤0.01%
+19
New +$563
FLUT icon
1442
Flutter Entertainment
FLUT
$17.2B
$647 ﹤0.01%
3
+2
+200% +$450
CIBR icon
1443
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$644 ﹤0.01%
+9
New +$674
NPO icon
1444
Enpro
NPO
$7.12B
$644 ﹤0.01%
3
– –
LMND icon
1445
Lemonade
LMND
$4.09B
$641 ﹤0.01%
9
-31
-78% -$2.08K
PLAB icon
1446
Photronics
PLAB
$1.95B
$640 ﹤0.01%
+20
New +$516
CNO icon
1447
CNO Financial Group
CNO
$5.05B
$638 ﹤0.01%
15
– –
UFPI icon
1448
UFP Industries
UFPI
$5.12B
$638 ﹤0.01%
7
– –
IDA icon
1449
Idacorp
IDA
$8.11B
$633 ﹤0.01%
5
– –
AEIS icon
1450
Advanced Energy
AEIS
$13.1B
$629 ﹤0.01%
3
+1
+50% +$204
56 57
58
59 60

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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.