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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NIO icon
1501
NIO
NIO
$11.9B
$69 ﹤0.01%
20
– –
FRPT icon
1502
Freshpet
FRPT
$3.22B
$68 ﹤0.01%
1
-1
-50% -$78
CYTK icon
1503
Cytokinetics
CYTK
$10.4B
$67 ﹤0.01%
2
-1
-33% -$35
SUPN icon
1504
Supernus Pharmaceuticals
SUPN
$2.77B
$64 ﹤0.01%
2
-1
-33% -$32
ECG
1505
Everus Construction Group
ECG
$6.99B
$64 ﹤0.01%
1
-2
-67% -$101
LKFN icon
1506
Lakeland Financial Corp
LKFN
$1.53B
$62 ﹤0.01%
1
-1
-50% -$58
AMBP icon
1507
Ardagh Metal Packaging
AMBP
$3.01B
$60 ﹤0.01%
14
-67
-83% -$243
DNLI icon
1508
Denali Therapeutics
DNLI
$3.97B
$56 ﹤0.01%
4
+1
+33% +$14
SBCF icon
1509
Seacoast Banking Corp of Florida
SBCF
$3.35B
$56 ﹤0.01%
2
-9
-82% -$222
TFIN icon
1510
Triumph Financial Inc
TFIN
$1.82B
$56 ﹤0.01%
1
-2
-67% -$111
S icon
1511
SentinelOne
S
$7.34B
$55 ﹤0.01%
3
-4
-57% -$73
HUYA
1512
Huya Inc
HUYA
$558M
$53 ﹤0.01%
15
– –
TECH icon
1513
Bio-Techne
TECH
$11.3B
$52 ﹤0.01%
1
-7
-88% -$352
AI icon
1514
C3.ai
AI
$1.59B
$50 ﹤0.01%
+2
New +$46
RUN icon
1515
Sunrun
RUN
$2.46B
$50 ﹤0.01%
6
– –
CCOI icon
1516
Cogent Communications
CCOI
$508M
$49 ﹤0.01%
1
-4
-80% -$203
BATRK icon
1517
Atlanta Braves Holdings Series B
BATRK
$3.21B
$47 ﹤0.01%
1
– –
TDW icon
1518
Tidewater
TDW
$4.12B
$47 ﹤0.01%
1
-2
-67% -$81
TEX icon
1519
Terex
TEX
$7.74B
$47 ﹤0.01%
1
-4
-80% -$167
VICR icon
1520
Vicor
VICR
$10.2B
$46 ﹤0.01%
1
-92
-99% -$4.11K
VTS icon
1521
Vitesse Energy
VTS
$665M
$45 ﹤0.01%
2
-2
-50% -$44
CPRX
1522
DELISTED
Catalyst Pharmaceutical
CPRX
$44 ﹤0.01%
2
-1
-33% -$24
KYMR icon
1523
Kymera Therapeutics
KYMR
$8.94B
$44 ﹤0.01%
+1
New +$34
PGNY icon
1524
Progyny
PGNY
$2.2B
$44 ﹤0.01%
+2
New +$44
TCBK icon
1525
TriCo Bancshares
TCBK
$1.83B
$41 ﹤0.01%
1
-1
-50% -$39
59 60
61
62 63

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.