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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
TNET icon
1526
TriNet
TNET
$3.14B
$3.56K ﹤0.01%
72
+47
+188% +$2.02K
RES icon
1527
RPC Inc
RES
$1.3B
$3.56K ﹤0.01%
+611
New +$4.26K
VVV icon
1528
Valvoline
VVV
$4.51B
$3.56K ﹤0.01%
90
+71
+374% +$2.47K
COLB icon
1529
Columbia Banking Systems
COLB
$8.84B
$3.56K ﹤0.01%
111
+60
+118% +$1.78K
ALH
1530
Alliance Laundry Holdings
ALH
$5.52B
$3.55K ﹤0.01%
+134
New +$3.35K
AMSF icon
1531
AMERISAFE
AMSF
$540M
$3.55K ﹤0.01%
+105
New +$3.32K
PSKY
1532
Paramount Skydance Corp
PSKY
$10.3B
$3.55K ﹤0.01%
360
+158
+78% +$1.66K
KBR icon
1533
KBR
KBR
$4.8B
$3.52K ﹤0.01%
102
+91
+827% +$3.17K
AMBA icon
1534
Ambarella
AMBA
$3.81B
$3.52K ﹤0.01%
41
+2
+5% +$138
MGRC icon
1535
McGrath RentCorp
MGRC
$2.92B
$3.51K ﹤0.01%
29
+25
+625% +$2.84K
LAND
1536
Gladstone Land Corp
LAND
$360M
$3.49K ﹤0.01%
409
+17
+4% +$162
ARDT
1537
Ardent Health
ARDT
$1.66B
$3.47K ﹤0.01%
353
+295
+509% +$2.8K
MOD icon
1538
Modine Manufacturing
MOD
$10.4B
$3.47K ﹤0.01%
13
+9
+225% +$2.37K
JBI icon
1539
Janus International
JBI
$757M
$3.47K ﹤0.01%
625
+547
+701% +$2.87K
HIW icon
1540
Highwoods Properties
HIW
$3.47B
$3.47K ﹤0.01%
+115
New +$2.98K
CGXU icon
1541
Capital Group International Focus Equity ETF
CGXU
$6.55B
$3.46K ﹤0.01%
+100
New +$3.32K
TLN
1542
Talen Energy Corp
TLN
$16.7B
$3.46K ﹤0.01%
9
+8
+800% +$2.93K
LKFN icon
1543
Lakeland Financial Corp
LKFN
$1.53B
$3.46K ﹤0.01%
56
+55
+5,500% +$3.31K
AIP icon
1544
Arteris
AIP
$1.38B
$3.45K ﹤0.01%
71
+15
+27% +$480
TK icon
1545
Teekay
TK
$985M
$3.45K ﹤0.01%
+345
New +$4.32K
NTLA icon
1546
Intellia Therapeutics
NTLA
$1.67B
$3.44K ﹤0.01%
203
+158
+351% +$2.21K
ACHC icon
1547
Acadia Healthcare
ACHC
$2.94B
$3.43K ﹤0.01%
+116
New +$2.98K
TFX icon
1548
Teleflex
TFX
$5.98B
$3.42K ﹤0.01%
27
+24
+800% +$3.07K
RYAN icon
1549
Ryan Specialty Holdings
RYAN
$11B
$3.4K ﹤0.01%
+90
New +$3.06K
TEVA icon
1550
Teva Pharmaceuticals
TEVA
$41.2B
$3.39K ﹤0.01%
100
– –
60 61
62
63 64

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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.