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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
OPLN
1526
Openlane
OPLN
$4.34B
$875 ﹤0.01%
30
+9
+43% +$260
MRCY icon
1527
Mercury Systems
MRCY
$6.7B
$875 ﹤0.01%
12
+5
+71% +$435
CNTA
1528
DELISTED
Centessa Pharmaceuticals
CNTA
$874 ﹤0.01%
22
+7
+47% +$179
BHVN icon
1529
Biohaven
BHVN
$2.17B
$872 ﹤0.01%
103
+87
+544% +$952
VCSH icon
1530
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$872 ﹤0.01%
11
-55
-83% -$4.38K
KODK icon
1531
Kodak
KODK
$992M
$869 ﹤0.01%
+96
New +$733
MOD icon
1532
Modine Manufacturing
MOD
$10.6B
$867 ﹤0.01%
4
– –
GLBE icon
1533
Global E Online
GLBE
$6.81B
$864 ﹤0.01%
28
+9
+47% +$317
BULL
1534
Webull Corp
BULL
$4.08B
$860 ﹤0.01%
+179
New +$1.16K
WINA icon
1535
Winmark
WINA
$1.24B
$859 ﹤0.01%
2
– –
U icon
1536
Unity
U
$19.6B
$856 ﹤0.01%
39
-2
-5% -$55
BTSG icon
1537
BrightSpring Health Services
BTSG
$11.8B
$853 ﹤0.01%
20
+9
+82% +$363
OEC icon
1538
Orion
OEC
$364M
$852 ﹤0.01%
131
+88
+205% +$521
JBLU icon
1539
JetBlue
JBLU
$2.18B
$849 ﹤0.01%
+192
New +$974
CACC icon
1540
Credit Acceptance
CACC
$5.99B
$847 ﹤0.01%
2
+1
+100% +$472
GPOR icon
1541
Gulfport Energy Corp
GPOR
$3B
$847 ﹤0.01%
4
+1
+33% +$199
MYRG icon
1542
MYR Group
MYRG
$5.18B
$847 ﹤0.01%
3
+2
+200% +$520
SIG icon
1543
Signet Jewelers
SIG
$3.59B
$847 ﹤0.01%
10
+5
+100% +$455
REAL icon
1544
The RealReal
REAL
$1.36B
$845 ﹤0.01%
+93
New +$1.18K
EOSE icon
1545
Eos Energy Enterprises
EOSE
$1.54B
$844 ﹤0.01%
170
+15
+10% +$161
TDS icon
1546
Telephone and Data Systems
TDS
$3.82B
$842 ﹤0.01%
20
+7
+54% +$308
PLGO
1547
Pelagos Insurance Capital
PLGO
$2.08B
$841 ﹤0.01%
44
+40
+1,000% +$765
GVA icon
1548
Granite Construction
GVA
$5.52B
$840 ﹤0.01%
7
+3
+75% +$374
BIO icon
1549
Bio-Rad Laboratories Class A
BIO
$9.68B
$837 ﹤0.01%
3
+1
+50% +$288
DAWN
1550
DELISTED
Day One Biopharmaceuticals
DAWN
$837 ﹤0.01%
39
+19
+95% +$268
60 61
62
63 64

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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.