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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
AAON icon
1476
Aaon
AAON
$7.03B
$993 ﹤0.01%
12
+7
+140% +$636
ACI icon
1477
Albertsons Companies
ACI
$5.83B
$989 ﹤0.01%
58
-2
-3% -$35
POST icon
1478
Post Holdings
POST
$3.65B
$989 ﹤0.01%
10
+3
+43% +$306
MGNI icon
1479
Magnite
MGNI
$3.49B
$987 ﹤0.01%
83
+75
+938% +$1K
CRVL icon
1480
CorVel
CRVL
$3.17B
$984 ﹤0.01%
18
+12
+200% +$691
TENB icon
1481
Tenable Holdings
TENB
$4.08B
$982 ﹤0.01%
58
+56
+2,800% +$1.18K
SBRA icon
1482
Sabra Healthcare REIT
SBRA
$5.16B
$981 ﹤0.01%
51
– –
RVMD icon
1483
Revolution Medicines
RVMD
$44B
$973 ﹤0.01%
10
+3
+43% +$303
SFNC icon
1484
Simmons First National
SFNC
$3.45B
$973 ﹤0.01%
50
+27
+117% +$539
HALO icon
1485
Halozyme
HALO
$11.6B
$970 ﹤0.01%
15
-15
-50% -$1.06K
MC icon
1486
Moelis & Co
MC
$4.91B
$969 ﹤0.01%
17
+14
+467% +$910
GRBK icon
1487
Green Brick Partners
GRBK
$3.02B
$968 ﹤0.01%
15
+4
+36% +$281
QLYS icon
1488
Qualys
QLYS
$6.47B
$967 ﹤0.01%
11
+4
+57% +$443
BOH icon
1489
Bank of Hawaii
BOH
$3.13B
$966 ﹤0.01%
13
+3
+30% +$223
PFSI icon
1490
PennyMac Financial
PFSI
$4B
$962 ﹤0.01%
11
+4
+57% +$430
ASO icon
1491
Academy Sports + Outdoors
ASO
$3.05B
$960 ﹤0.01%
17
+6
+55% +$342
MMI icon
1492
Marcus & Millichap
MMI
$1.18B
$958 ﹤0.01%
+36
New +$947
HYT icon
1493
BlackRock Corporate High Yield Fund
HYT
$1.37B
$952 ﹤0.01%
112
+12
+12% +$105
RIOT icon
1494
Riot Platforms
RIOT
$7.63B
$952 ﹤0.01%
77
+65
+542% +$997
Z icon
1495
Zillow
Z
$7.48B
$952 ﹤0.01%
23
-6
-21% -$319
HCSG icon
1496
Healthcare Services Group
HCSG
$1.43B
$947 ﹤0.01%
51
+13
+34% +$257
IBOC icon
1497
International Bancshares
IBOC
$4.52B
$943 ﹤0.01%
14
+4
+40% +$277
CNS icon
1498
Cohen & Steers
CNS
$4.36B
$939 ﹤0.01%
15
+13
+650% +$848
WOR icon
1499
Worthington Enterprises
WOR
$2.78B
$939 ﹤0.01%
18
+2
+13% +$107
STWD icon
1500
Starwood Property Trust
STWD
$6.09B
$936 ﹤0.01%
54
+3
+6% +$54
58 59
60
61 62

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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.