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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
+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
VUG icon
126
Vanguard Morningstar Growth ETF
VUG
$230B
$238K 0.03%
2,922
-258
-8% -$20.9K
NVS icon
127
Novartis
NVS
$297B
$235K 0.03%
1,703
+415
+32% +$54.3K
BLK icon
128
Blackrock
BLK
$175B
$233K 0.03%
218
+4
+2% +$4.37K
ADBE icon
129
Adobe
ADBE
$108B
$233K 0.03%
665
+114
+21% +$38.8K
SCHB icon
130
Schwab US Broad Market ETF
SCHB
$44.8B
$230K 0.03%
8,760
– –
VSS icon
131
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$228K 0.03%
1,592
+500
+46% +$71.2K
MRK icon
132
Merck
MRK
$323B
$227K 0.03%
2,157
+159
+8% +$14.9K
VEA icon
133
Vanguard FTSE Developed Markets ETF
VEA
$236B
$223K 0.03%
3,568
+722
+25% +$44.2K
DTM icon
134
DT Midstream
DTM
$13.6B
$221K 0.03%
1,843
– –
FCN icon
135
FTI Consulting
FCN
$4.17B
$220K 0.03%
1,290
+13
+1% +$2.14K
UNH icon
136
UnitedHealth
UNH
$373B
$220K 0.03%
667
+119
+22% +$40.3K
DE icon
137
Deere & Co
DE
$163B
$214K 0.03%
459
+9
+2% +$4.22K
VTEI icon
138
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
$214K 0.03%
2,120
+991
+88% +$99.8K
GD icon
139
General Dynamics
GD
$107B
$211K 0.03%
627
+77
+14% +$26.3K
VUSB icon
140
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$210K 0.03%
4,220
-3,200
-43% -$160K
LHX icon
141
L3Harris
LHX
$54.3B
$210K 0.03%
715
+57
+9% +$16.5K
LRCX icon
142
Lam Research
LRCX
$386B
$208K 0.03%
1,216
+81
+7% +$12.6K
DFAT icon
143
Dimensional US Targeted Value ETF
DFAT
$14.7B
$199K 0.03%
3,336
– –
FITB
144
Fifth Third Bancorp
FITB
$51.5B
$194K 0.02%
4,148
+911
+28% +$40.1K
NFLX icon
145
Netflix
NFLX
$315B
$193K 0.02%
2,060
-20
-1% -$2.16K
IJR icon
146
iShares Core S&P Small-Cap ETF
IJR
$112B
$193K 0.02%
1,607
+101
+7% +$12.1K
KEY icon
147
KeyCorp
KEY
$24.2B
$190K 0.02%
9,223
+1,358
+17% +$25.3K
TSM icon
148
TSMC
TSM
$2.19T
$185K 0.02%
609
+487
+399% +$143K
SCZ icon
149
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$177K 0.02%
2,280
– –
APH icon
150
Amphenol
APH
$209B
$176K 0.02%
1,303
+536
+70% +$71.7K
4 5
6
7 8

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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.