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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
NVS icon
126
Novartis
NVS
$298B
$258K 0.03%
1,692
-11
-0.6% -$1.69K
ELV icon
127
Elevance Health
ELV
$85.8B
$254K 0.03%
868
+166
+24% +$54.6K
IWM icon
128
iShares Russell 2000 ETF
IWM
$81.5B
$251K 0.03%
1,014
+45
+5% +$11.6K
SYK icon
129
Stryker
SYK
$132B
$250K 0.03%
762
+61
+9% +$21.9K
XLY icon
130
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$250K 0.03%
2,292
-46
-2% -$5.38K
BSCQ icon
131
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$249K 0.03%
+12,775
New +$250K
DTM icon
132
DT Midstream
DTM
$13.7B
$249K 0.03%
1,846
+3
+0.2% +$391
AFL icon
133
Aflac
AFL
$61B
$246K 0.03%
2,243
+31
+1% +$3.44K
VEEV icon
134
Veeva Systems
VEEV
$38B
$244K 0.03%
1,388
+318
+30% +$62.5K
FCN icon
135
FTI Consulting
FCN
$4.17B
$240K 0.03%
1,358
+68
+5% +$11.6K
VEA icon
136
Vanguard FTSE Developed Markets ETF
VEA
$236B
$237K 0.03%
3,692
+124
+3% +$8.18K
VUSB icon
137
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$233K 0.03%
4,677
+457
+11% +$22.8K
AMGN icon
138
Amgen
AMGN
$224B
$232K 0.03%
659
-100
-13% -$35.6K
VSS icon
139
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$228K 0.03%
1,562
-30
-2% -$4.54K
GD icon
140
General Dynamics
GD
$107B
$227K 0.03%
660
+33
+5% +$11.7K
IRM icon
141
Iron Mountain
IRM
$36.3B
$227K 0.03%
2,218
+125
+6% +$12.4K
LOW icon
142
Lowe's Companies
LOW
$123B
$225K 0.03%
953
-1,855
-66% -$484K
SCHB icon
143
Schwab US Broad Market ETF
SCHB
$44.9B
$220K 0.03%
8,766
+6
+0.1% +$157
SCZ icon
144
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$218K 0.03%
2,782
+502
+22% +$40.8K
APH icon
145
Amphenol
APH
$209B
$214K 0.03%
1,697
+394
+30% +$55.5K
HROW icon
146
Harrow
HROW
$1.48B
$214K 0.03%
6,073
– –
ACN icon
147
Accenture
ACN
$109B
$214K 0.03%
1,077
-164
-13% -$38.2K
VTEI icon
148
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
$212K 0.03%
2,120
– –
ORCL icon
149
Oracle
ORCL
$437B
$212K 0.03%
1,439
-2,308
-62% -$375K
DFAT icon
150
Dimensional US Targeted Value ETF
DFAT
$14.7B
$208K 0.03%
3,336
– –
4 5
6
7 8

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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.