We are live on ! Find out more
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
ADP icon
126
Automatic Data Processing
ADP
$108B
$119K 0.02%
387
-10
-3% -$3.07K
AMD icon
127
Advanced Micro Devices
AMD
$789B
$118K 0.02%
834
-41
-5% -$4.46K
COIN icon
128
Coinbase
COIN
$40.5B
$116K 0.02%
332
+23
+7% +$5.38K
TGT icon
129
Target
TGT
$68B
$112K 0.02%
1,135
-22
-2% -$2.11K
VTEI icon
130
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
$112K 0.02%
1,134
+2
+0.2% +$196
EPS icon
131
WisdomTree US LargeCap Fund
EPS
$1.65B
$110K 0.02%
1,726
– –
WFC icon
132
Wells Fargo
WFC
$264B
$110K 0.02%
1,372
-55
-4% -$3.97K
CVX icon
133
Chevron
CVX
$366B
$108K 0.02%
755
-341
-31% -$48.1K
DUHP icon
134
Dimensional US High Profitability ETF
DUHP
$12.7B
$101K 0.02%
+2,845
New +$95K
LNG icon
135
Cheniere Energy
LNG
$52.9B
$96.7K 0.02%
397
-12
-3% -$2.78K
BSCR icon
136
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$95.2K 0.02%
4,846
– –
DFNM icon
137
Dimensional National Municipal Bond ETF
DFNM
$2.26B
$92K 0.01%
1,940
+196
+11% +$9.26K
SCHA icon
138
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$89.8K 0.01%
3,550
– –
DY icon
139
Dycom Industries
DY
$12.3B
$87.7K 0.01%
359
-2
-0.6% -$394
JHMM icon
140
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
$85.7K 0.01%
1,402
– –
APP icon
141
Applovin
APP
$116B
$84K 0.01%
240
-175
-42% -$56.7K
BX icon
142
Blackstone
BX
$110B
$81.8K 0.01%
547
-2,202
-80% -$303K
JAZZ icon
143
Jazz Pharmaceuticals
JAZZ
$16.7B
$80.3K 0.01%
757
-5
-0.7% -$543
IJH icon
144
iShares Core S&P Mid-Cap ETF
IJH
$127B
$78.8K 0.01%
1,271
-1,430
-53% -$83.9K
COP icon
145
ConocoPhillips
COP
$141B
$77.5K 0.01%
863
-178
-17% -$16K
VT icon
146
Vanguard Total World Stock ETF
VT
$81.3B
$77.1K 0.01%
600
-32
-5% -$3.83K
GLXY
147
Galaxy Digital Inc
GLXY
$3.93B
$76.7K 0.01%
+3,500
New +$71.1K
OKLO
148
Oklo
OKLO
$8.42B
$75.6K 0.01%
1,350
+908
+205% +$35K
OKE icon
149
Oneok
OKE
$54.5B
$74.9K 0.01%
918
-26
-3% -$2.17K
MDY icon
150
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$74.2K 0.01%
131
– –
4 5
6
7 8

Similar funds

AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return

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.