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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
DIOD icon
1526
Diodes
DIOD
$4.75B
$495 ﹤0.01%
10
+5
+100% +$253
IONQ icon
1527
IonQ
IONQ
$17.6B
$494 ﹤0.01%
11
+5
+83% +$280
PSMT icon
1528
Pricesmart
PSMT
$5.33B
$491 ﹤0.01%
4
– –
ASB icon
1529
Associated Banc-Corp
ASB
$6.02B
$490 ﹤0.01%
19
– –
CWST icon
1530
Casella Waste Systems
CWST
$5.89B
$490 ﹤0.01%
5
+2
+67% +$186
TMDX icon
1531
Transmedics
TMDX
$3.1B
$487 ﹤0.01%
4
-4
-50% -$502
CWK icon
1532
Cushman & Wakefield Ltd
CWK
$3.23B
$486 ﹤0.01%
30
– –
LEU icon
1533
Centrus Energy
LEU
$3.77B
$486 ﹤0.01%
2
+1
+100% +$302
RUSHA icon
1534
Rush Enterprises Class A
RUSHA
$9.52B
$486 ﹤0.01%
9
– –
FULT icon
1535
Fulton Financial
FULT
$4.65B
$484 ﹤0.01%
25
– –
THFF icon
1536
First Financial Corp
THFF
$967M
$484 ﹤0.01%
+8
New +$461
DOCN icon
1537
DigitalOcean
DOCN
$14.2B
$482 ﹤0.01%
10
– –
CBL
1538
CBL Properties
CBL
$1.76B
$481 ﹤0.01%
+13
New +$424
HTBK
1539
DELISTED
Heritage Commerce
HTBK
$481 ﹤0.01%
+40
New +$434
MSA icon
1540
Mine Safety
MSA
$7.44B
$481 ﹤0.01%
3
– –
AUPH icon
1541
Aurinia Pharmaceuticals
AUPH
$2.04B
$479 ﹤0.01%
+30
New +$425
LTH icon
1542
Life Time Group Holdings
LTH
$9.79B
$479 ﹤0.01%
18
– –
CALM icon
1543
Cal-Maine
CALM
$3.87B
$478 ﹤0.01%
6
-1
-14% -$88
SFIX
1544
Stitch Fix
SFIX
$499M
$478 ﹤0.01%
+91
New +$415
WING icon
1545
Wingstop
WING
$3.03B
$477 ﹤0.01%
2
– –
ITRN icon
1546
Ituran Location and Control
ITRN
$1.04B
$474 ﹤0.01%
+11
New +$431
LNN icon
1547
Lindsay Corp
LNN
$1.17B
$472 ﹤0.01%
4
-3
-43% -$361
BLBD icon
1548
Blue Bird Corp
BLBD
$2.1B
$470 ﹤0.01%
10
-15
-60% -$784
TBBB icon
1549
BBB Foods
TBBB
$5B
$468 ﹤0.01%
+14
New +$419
KRNY icon
1550
Kearny Financial
KRNY
$600M
$467 ﹤0.01%
+63
New +$435
60 61
62
63 64

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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.