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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
528
Increased
1,514
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
IRM icon
126
Iron Mountain
IRM
$37.4B
$285K 0.03%
2,258
+40
+2% +$4.9K
KR icon
127
Kroger
KR
$36.3B
$282K 0.03%
5,082
-150
-3% -$9.79K
TXN icon
128
Texas Instruments
TXN
$253B
$281K 0.03%
942
+27
+3% +$7.49K
MA icon
129
Mastercard
MA
$497B
$279K 0.03%
544
+18
+3% +$8.97K
RTX icon
130
RTX Corp
RTX
$295B
$277K 0.03%
1,461
+23
+2% +$4.22K
ABT icon
131
Abbott
ABT
$187B
$275K 0.03%
3,030
+70
+2% +$6.39K
PEP icon
132
PepsiCo
PEP
$195B
$273K 0.03%
2,015
+10
+0.5% +$1.5K
XLY icon
133
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$269K 0.03%
2,292
– –
DIS icon
134
Walt Disney
DIS
$172B
$269K 0.03%
2,793
-238
-8% -$24.3K
HROW icon
135
Harrow
HROW
$1.47B
$258K 0.03%
6,073
– –
VEEV icon
136
Veeva Systems
VEEV
$32.7B
$258K 0.03%
1,451
+63
+5% +$10.4K
STX icon
137
Seagate
STX
$169B
$257K 0.03%
266
+110
+71% +$83.9K
AFL icon
138
Aflac
AFL
$65.9B
$256K 0.03%
2,187
-56
-2% -$6.45K
MRK icon
139
Merck
MRK
$326B
$256K 0.03%
1,992
+349
+21% +$40.9K
SCHB icon
140
Schwab US Broad Market ETF
SCHB
$42.9B
$254K 0.03%
8,766
– –
VEA icon
141
Vanguard FTSE Developed Markets ETF
VEA
$225B
$251K 0.03%
3,520
-172
-5% -$12K
PANW icon
142
Palo Alto Networks
PANW
$260B
$250K 0.03%
734
-61
-8% -$14K
IAUM icon
143
iShares Gold Trust Micro
IAUM
$6.32B
$250K 0.03%
6,236
-3,112
-33% -$140K
BSCQ icon
144
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$249K 0.03%
12,775
– –
ETHA
145
iShares Ethereum Trust ETF
ETHA
$5.59B
$241K 0.03%
20,276
+18,160
+858% +$282K
GLW icon
146
Corning
GLW
$108B
$239K 0.03%
935
+309
+49% +$56.2K
VSS icon
147
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$239K 0.03%
1,548
-14
-0.9% -$2.2K
AMGN icon
148
Amgen
AMGN
$212B
$238K 0.03%
657
-2
-0.3% -$685
FITB
149
Fifth Third Bancorp
FITB
$52.4B
$236K 0.03%
4,181
-4
-0.1% -$203
VUSB icon
150
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$235K 0.03%
4,713
+36
+0.8% +$1.79K
4 5
6
7 8

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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 528 new, 1,514 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 528 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.