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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
VIRT icon
1551
Virtu Financial
VIRT
$4.86B
$467 ﹤0.01%
14
– –
ITRI icon
1552
Itron
ITRI
$4.52B
$465 ﹤0.01%
5
– –
JBI icon
1553
Janus International
JBI
$690M
$465 ﹤0.01%
+71
New +$553
MNKD icon
1554
MannKind Corp
MNKD
$1.23B
$465 ﹤0.01%
+82
New +$452
FIVN icon
1555
FIVE9
FIVN
$2.44B
$462 ﹤0.01%
+23
New +$488
GVA icon
1556
Granite Construction
GVA
$5.49B
$462 ﹤0.01%
4
– –
PBF icon
1557
PBF Energy
PBF
$8.22B
$462 ﹤0.01%
17
– –
BCPC
1558
Balchem Corp
BCPC
$5.71B
$461 ﹤0.01%
3
– –
SKWD icon
1559
Skyward Specialty Insurance
SKWD
$2.5B
$460 ﹤0.01%
9
-8
-47% -$384
OII icon
1560
Oceaneering
OII
$5.05B
$458 ﹤0.01%
19
+9
+90% +$217
STNG icon
1561
Scorpio Tankers
STNG
$3.72B
$458 ﹤0.01%
+9
New +$513
GLUE icon
1562
Monte Rosa Therapeutics
GLUE
$1.34B
$455 ﹤0.01%
+29
New +$391
FIBK icon
1563
First Interstate BancSystem
FIBK
$3.62B
$450 ﹤0.01%
13
– –
SERV
1564
Serve Robotics
SERV
$425M
$447 ﹤0.01%
43
-45
-51% -$540
BTU icon
1565
Peabody Energy
BTU
$2.98B
$446 ﹤0.01%
+15
New +$441
THR
1566
DELISTED
Thermon Group Holdings
THR
$446 ﹤0.01%
12
-24
-67% -$788
SEZL
1567
Sezzle
SEZL
$4.32B
$445 ﹤0.01%
7
-1
-13% -$68
CACC icon
1568
Credit Acceptance
CACC
$5.94B
$444 ﹤0.01%
1
– –
FET icon
1569
Forum Energy Technologies
FET
$934M
$444 ﹤0.01%
+12
New +$372
HXL icon
1570
Hexcel
HXL
$7.6B
$444 ﹤0.01%
6
– –
MNDY icon
1571
monday.com
MNDY
$3.7B
$443 ﹤0.01%
+3
New +$505
CAAP icon
1572
Corporacion America
CAAP
$4.03B
$442 ﹤0.01%
+17
New +$381
SEMR
1573
DELISTED
Semrush
SEMR
$440 ﹤0.01%
+37
New +$347
PAYS icon
1574
Paysign
PAYS
$713M
$438 ﹤0.01%
85
-523
-86% -$2.82K
UCB
1575
United Community Banks
UCB
$4.36B
$438 ﹤0.01%
14
– –
61 62
63
64 65

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SOCM
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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.