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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
529
Increased
1,513
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
OPRA
1476
Opera Ltd
OPRA
$1.79B
$3.97K ﹤0.01%
200
– –
IVES
1477
Dan IVES Wedbush AI Revolution ETF
IVES
$1.06B
$3.96K ﹤0.01%
104
-36
-26% -$1.27K
INDA icon
1478
iShares MSCI India ETF
INDA
$6.63B
$3.95K ﹤0.01%
80
– –
MCY icon
1479
Mercury Insurance
MCY
$6.07B
$3.94K ﹤0.01%
37
+25
+208% +$2.46K
VWO icon
1480
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$3.94K ﹤0.01%
66
-120
-65% -$7.05K
BE icon
1481
Bloom Energy
BE
$64.6B
$3.94K ﹤0.01%
13
– –
OCUL icon
1482
Ocular Therapeutix
OCUL
$2.02B
$3.92K ﹤0.01%
399
+232
+139% +$2.1K
E icon
1483
ENI
E
$77.5B
$3.89K ﹤0.01%
83
– –
WD icon
1484
Walker & Dunlop
WD
$1.53B
$3.88K ﹤0.01%
71
+34
+92% +$1.72K
LPX icon
1485
Louisiana-Pacific
LPX
$5.49B
$3.88K ﹤0.01%
49
+19
+63% +$1.4K
LYFT icon
1486
Lyft
LYFT
$6.63B
$3.87K ﹤0.01%
265
+260
+5,200% +$3.64K
WTRG icon
1487
Essential Utilities
WTRG
$11.4B
$3.87K ﹤0.01%
101
+67
+197% +$2.56K
TDUP icon
1488
ThredUp
TDUP
$422M
$3.86K ﹤0.01%
564
+385
+215% +$1.8K
RIOT icon
1489
Riot Platforms
RIOT
$7.76B
$3.86K ﹤0.01%
141
+64
+83% +$1.44K
MYGN icon
1490
Myriad Genetics
MYGN
$312M
$3.84K ﹤0.01%
673
+657
+4,106% +$2.98K
RBA icon
1491
RB Global
RBA
$17.5B
$3.84K ﹤0.01%
33
+32
+3,200% +$3.37K
ALV icon
1492
Autoliv
ALV
$9B
$3.83K ﹤0.01%
33
-45
-58% -$5.35K
DIOD icon
1493
Diodes
DIOD
$4.84B
$3.83K ﹤0.01%
35
+15
+75% +$1.52K
RDDT icon
1494
Reddit
RDDT
$31.1B
$3.82K ﹤0.01%
22
– –
ATEC icon
1495
Alphatec Holdings
ATEC
$1.44B
$3.81K ﹤0.01%
441
+327
+287% +$2.98K
GPI icon
1496
Group 1 Automotive
GPI
$3.18B
$3.79K ﹤0.01%
13
+9
+225% +$2.95K
AAT
1497
American Assets Trust
AAT
$1.4B
$3.78K ﹤0.01%
153
+147
+2,450% +$3.22K
DK icon
1498
Delek US
DK
$3.58B
$3.76K ﹤0.01%
+74
New +$3.28K
ARGT icon
1499
Global X MSCI Argentina ETF
ARGT
$826M
$3.76K ﹤0.01%
41
-8
-16% -$744
PCRX icon
1500
Pacira BioSciences
PCRX
$997M
$3.75K ﹤0.01%
+148
New +$3.5K
58 59
60
61 62

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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 529 new, 1,513 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 529 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.