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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
VIR icon
1551
Vir Biotechnology
VIR
$1.49B
$3.38K ﹤0.01%
332
+322
+3,220% +$3.06K
TRNO icon
1552
Terreno Realty
TRNO
$7.49B
$3.37K ﹤0.01%
+52
New +$3.4K
ONB icon
1553
Old National Bancorp
ONB
$10.2B
$3.37K ﹤0.01%
130
+82
+171% +$1.97K
AIQ icon
1554
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$3.35K ﹤0.01%
51
– –
DMC
1555
Del Monte Corp
DMC
$1.45B
$3.35K ﹤0.01%
+120
New +$4.22K
IEDI icon
1556
iShares US Consumer Focused ETF
IEDI
$28.7M
$3.34K ﹤0.01%
61
– –
WTTR icon
1557
Select Water Solutions
WTTR
$2.61B
$3.34K ﹤0.01%
167
-286
-63% -$5.01K
BUSE icon
1558
First Busey Corp
BUSE
$2.56B
$3.33K ﹤0.01%
+113
New +$3.06K
SW
1559
Smurfit Westrock
SW
$25.3B
$3.33K ﹤0.01%
72
-41
-36% -$1.69K
GLOB icon
1560
Globant
GLOB
$1.61B
$3.33K ﹤0.01%
115
-69
-38% -$2.76K
LNTH icon
1561
Lantheus
LNTH
$6.59B
$3.33K ﹤0.01%
30
+26
+650% +$2.42K
NEXT icon
1562
NextDecade
NEXT
$1.78B
$3.33K ﹤0.01%
+441
New +$3.49K
RMBS icon
1563
Rambus
RMBS
$11B
$3.32K ﹤0.01%
25
+6
+32% +$780
CRCT icon
1564
Cricut
CRCT
$1.22B
$3.31K ﹤0.01%
755
+713
+1,698% +$3.05K
GGN
1565
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$819M
$3.31K ﹤0.01%
684
+11
+2% +$57
DBX icon
1566
Dropbox
DBX
$8.12B
$3.3K ﹤0.01%
120
+97
+422% +$2.49K
TWST icon
1567
Twist Bioscience
TWST
$7.25B
$3.29K ﹤0.01%
32
+31
+3,100% +$2.02K
SGI
1568
Somnigroup International
SGI
$13.7B
$3.29K ﹤0.01%
42
-1
-2% -$73
AVAH icon
1569
Aveanna Healthcare
AVAH
$2.07B
$3.29K ﹤0.01%
+384
New +$2.71K
HWKN icon
1570
Hawkins
HWKN
$2.71B
$3.27K ﹤0.01%
23
+20
+667% +$3.16K
CHEF icon
1571
Chefs' Warehouse
CHEF
$4.5B
$3.27K ﹤0.01%
+34
New +$2.63K
CRDO icon
1572
Credo Technology Group
CRDO
$46.6B
$3.26K ﹤0.01%
12
– –
REX icon
1573
REX American Resources
REX
$1.41B
$3.25K ﹤0.01%
+72
New +$3.33K
FCFS icon
1574
FirstCash
FCFS
$8.78B
$3.25K ﹤0.01%
15
– –
PSO icon
1575
Pearson
PSO
$9.9B
$3.24K ﹤0.01%
204
– –
61 62
63
64 65

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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.