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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
AVDX
1526
DELISTED
AvidXchange
AVDX
$40 ﹤0.01%
4
-1
-20% -$9
UTZ icon
1527
Utz Brands
UTZ
$1.25B
$38 ﹤0.01%
3
– –
CENT icon
1528
Central Garden & Pet Co
CENT
$2.75B
$36 ﹤0.01%
1
-1
-50% -$35
BYND icon
1529
Beyond Meat
BYND
$268M
$35 ﹤0.01%
10
– –
LION icon
1530
Lionsgate Studios
LION
$3.68B
$35 ﹤0.01%
+6
New +$40
AGIO icon
1531
Agios Pharmaceuticals
AGIO
$1.95B
$34 ﹤0.01%
1
-1
-50% -$30
QS icon
1532
QuantumScape Corp
QS
$3.81B
$34 ﹤0.01%
5
– –
HOPE icon
1533
Hope Bancorp
HOPE
$1.79B
$33 ﹤0.01%
3
-3
-50% -$30
MCW
1534
DELISTED
Mister Car Wash
MCW
$31 ﹤0.01%
5
-12
-71% -$84
MMI icon
1535
Marcus & Millichap
MMI
$1.16B
$31 ﹤0.01%
1
-7
-88% -$212
GBTG icon
1536
American Express Global Business Travel
GBTG
$4.94B
$26 ﹤0.01%
4
-3
-43% -$19
PLUG icon
1537
Plug Power
PLUG
$2.94B
$23 ﹤0.01%
15
– –
OLPX
1538
DELISTED
Olaplex Holdings
OLPX
$19 ﹤0.01%
13
– –
SNAP icon
1539
Snap
SNAP
$9.05B
$18 ﹤0.01%
2
-25
-93% -$208
STGW icon
1540
Stagwell
STGW
$2.22B
$18 ﹤0.01%
4
-4
-50% -$20
RKT icon
1541
Rocket Companies
RKT
$39B
$15 ﹤0.01%
1
-2
-67% -$26
HYLN icon
1542
Hyliion Holdings
HYLN
$701M
$14 ﹤0.01%
10
– –
BLNK icon
1543
Blink Charging
BLNK
$86M
$10 ﹤0.01%
10
– –
LFST icon
1544
Lifestance Health
LFST
$4.55B
$6 ﹤0.01%
1
-42
-98% -$252
ABAT icon
1545
American Battery Technology Co
ABAT
$361M
$4 ﹤0.01%
2
– –
CGC
1546
Canopy Growth
CGC
$402M
$3 ﹤0.01%
2
– –
VXRT
1547
DELISTED
Vaxart
VXRT
$2 ﹤0.01%
3
– –
CENN icon
1548
Cenntro
CENN
$8.23M
– –
0
– –
ACIU icon
1549
AC Immune
ACIU
$232M
– –
-200
Closed -$374
ACLS icon
1550
Axcelis
ACLS
$4.1B
– –
-1
Closed -$50
60 61
62
63 64

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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.