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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
TPG icon
1476
TPG
TPG
$8.12B
$576 ﹤0.01%
9
+8
+800% +$472
WTRG icon
1477
Essential Utilities
WTRG
$11.4B
$576 ﹤0.01%
15
– –
FELE icon
1478
Franklin Electric
FELE
$4.77B
$574 ﹤0.01%
6
– –
TVTX icon
1479
Travere Therapeutics
TVTX
$5.68B
$574 ﹤0.01%
+15
New +$488
SNEX icon
1480
StoneX
SNEX
$7.96B
$571 ﹤0.01%
14
– –
DOX icon
1481
Amdocs
DOX
$6.1B
$564 ﹤0.01%
7
-5
-42% -$402
ZD icon
1482
Ziff Davis
ZD
$1.97B
$563 ﹤0.01%
+16
New +$558
OIS icon
1483
Oil States International
OIS
$532M
$562 ﹤0.01%
+83
New +$533
GOLF icon
1484
Acushnet Holdings
GOLF
$5.28B
$559 ﹤0.01%
7
– –
AIP icon
1485
Arteris
AIP
$1.35B
$558 ﹤0.01%
+36
New +$522
RVMD icon
1486
Revolution Medicines
RVMD
$44.1B
$558 ﹤0.01%
7
+3
+75% +$197
ASO icon
1487
Academy Sports + Outdoors
ASO
$3.07B
$550 ﹤0.01%
11
+3
+38% +$149
BRC icon
1488
Brady Corp
BRC
$4.48B
$549 ﹤0.01%
7
– –
DXPE icon
1489
DXP Enterprises
DXPE
$3.03B
$549 ﹤0.01%
+5
New +$545
BILL icon
1490
BILL Holdings
BILL
$4.93B
$546 ﹤0.01%
10
– –
GNRC icon
1491
Generac Holdings
GNRC
$12.7B
$546 ﹤0.01%
4
-288
-99% -$46.5K
LKQ icon
1492
LKQ Corp
LKQ
$6.25B
$544 ﹤0.01%
18
-6
-25% -$181
HAFC icon
1493
Hanmi Financial
HAFC
$948M
$541 ﹤0.01%
+20
New +$535
RIG icon
1494
Transocean
RIG
$6.49B
$538 ﹤0.01%
+130
New +$505
HGV icon
1495
Hilton Grand Vacations
HGV
$3.34B
$537 ﹤0.01%
12
– –
HQI icon
1496
HireQuest
HQI
$240M
$537 ﹤0.01%
+51
New +$449
KNSA icon
1497
Kiniksa Pharmaceuticals
KNSA
$6.07B
$537 ﹤0.01%
13
-24
-65% -$963
AZZ icon
1498
AZZ Inc
AZZ
$4.6B
$536 ﹤0.01%
5
-7
-58% -$725
MOD icon
1499
Modine Manufacturing
MOD
$10.5B
$535 ﹤0.01%
4
+1
+33% +$149
TDS icon
1500
Telephone and Data Systems
TDS
$3.84B
$533 ﹤0.01%
13
– –
58 59
60
61 62

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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.