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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
SITC icon
1426
SITE Centers
SITC
$156M
$1.12K ﹤0.01%
208
+77
+59% +$472
NWE icon
1427
NorthWestern Energy
NWE
$4.34B
$1.12K ﹤0.01%
17
+4
+31% +$271
UHAL.B icon
1428
U-Haul Holding Co Series N
UHAL.B
$12.7B
$1.12K ﹤0.01%
25
+23
+1,150% +$1.09K
EXPO icon
1429
Exponent
EXPO
$3.22B
$1.11K ﹤0.01%
17
+14
+467% +$995
ABAT icon
1430
American Battery Technology Co
ABAT
$344M
$1.11K ﹤0.01%
397
– –
KNSA icon
1431
Kiniksa Pharmaceuticals
KNSA
$6.1B
$1.11K ﹤0.01%
23
+10
+77% +$443
FELE icon
1432
Franklin Electric
FELE
$4.75B
$1.11K ﹤0.01%
12
+6
+100% +$589
AES icon
1433
AES
AES
$10.5B
$1.1K ﹤0.01%
78
+14
+22% +$208
CFR icon
1434
Cullen/Frost Bankers
CFR
$10.4B
$1.1K ﹤0.01%
8
+2
+33% +$276
GTES icon
1435
Gates Industrial Corporation Ltd.
GTES
$7.05B
$1.09K ﹤0.01%
48
+10
+26% +$243
POWL icon
1436
Powell Industries
POWL
$7.58B
$1.08K ﹤0.01%
6
+3
+100% +$490
FHI icon
1437
Federated Hermes
FHI
$4.7B
$1.08K ﹤0.01%
19
+4
+27% +$219
EL icon
1438
Estee Lauder
EL
$31.7B
$1.08K ﹤0.01%
15
+2
+15% +$204
IRWD icon
1439
Ironwood Pharmaceuticals
IRWD
$714M
$1.07K ﹤0.01%
305
+284
+1,352% +$1.16K
LBRT icon
1440
Liberty Energy
LBRT
$3.52B
$1.07K ﹤0.01%
37
+17
+85% +$433
XIFR
1441
XPLR Infrastructure LP
XIFR
$1.08B
$1.06K ﹤0.01%
100
– –
IBP icon
1442
Installed Building Products
IBP
$6.46B
$1.06K ﹤0.01%
4
+1
+33% +$299
ONB icon
1443
Old National Bancorp
ONB
$10.4B
$1.06K ﹤0.01%
48
+13
+37% +$304
GHC icon
1444
Graham Holdings Company
GHC
$5.03B
$1.06K ﹤0.01%
1
– –
MCY icon
1445
Mercury Insurance
MCY
$5.84B
$1.06K ﹤0.01%
12
+3
+33% +$268
HYMC icon
1446
Hycroft Mining Holding Corp
HYMC
$2.56B
$1.06K ﹤0.01%
30
– –
NAVI icon
1447
Navient
NAVI
$831M
$1.06K ﹤0.01%
129
– –
KFRC icon
1448
Kforce
KFRC
$1.03B
$1.05K ﹤0.01%
36
+22
+157% +$668
CMP icon
1449
Compass Minerals
CMP
$1.12B
$1.05K ﹤0.01%
45
-41
-48% -$966
VNDA icon
1450
Vanda Pharmaceuticals
VNDA
$314M
$1.05K ﹤0.01%
152
+131
+624% +$1.01K
56 57
58
59 60

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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.