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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
PLMR icon
1551
Palomar
PLMR
$3.36B
$837 ﹤0.01%
7
+1
+17% +$125
SRRK icon
1552
Scholar Rock
SRRK
$6.55B
$836 ﹤0.01%
17
+1
+6% +$45
CFFN icon
1553
Capitol Federal Financial
CFFN
$1.1B
$828 ﹤0.01%
116
– –
TSLX icon
1554
Sixth Street Specialty
TSLX
$1.79B
$828 ﹤0.01%
45
+1
+2% +$20
CART icon
1555
Maplebear
CART
$11.2B
$825 ﹤0.01%
22
– –
ZUMZ icon
1556
Zumiez
ZUMZ
$318M
$820 ﹤0.01%
37
+26
+236% +$634
VISN
1557
Vistance Networks Inc
VISN
$2.67B
$819 ﹤0.01%
45
-17
-27% -$310
EVTC icon
1558
Evertec
EVTC
$1.82B
$819 ﹤0.01%
29
+14
+93% +$398
PTCT icon
1559
PTC Therapeutics
PTCT
$6.06B
$818 ﹤0.01%
12
+1
+9% +$71
KGS icon
1560
Kodiak Gas Services
KGS
$6.26B
$817 ﹤0.01%
14
+6
+75% +$291
PSN icon
1561
Parsons
PSN
$5.16B
$813 ﹤0.01%
15
+3
+25% +$192
NBTB icon
1562
NBT Bancorp
NBTB
$2.78B
$810 ﹤0.01%
19
+17
+850% +$737
LTH icon
1563
Life Time Group Holdings
LTH
$9.79B
$809 ﹤0.01%
30
+12
+67% +$332
FIZZ icon
1564
National Beverage
FIZZ
$2.9B
$808 ﹤0.01%
+24
New +$832
HOMB icon
1565
Home BancShares
HOMB
$6.23B
$808 ﹤0.01%
30
+8
+36% +$225
IPGP icon
1566
IPG Photonics
IPGP
$3.71B
$803 ﹤0.01%
7
+3
+75% +$326
OLN icon
1567
Olin
OLN
$2.13B
$803 ﹤0.01%
+27
New +$660
PPLI
1568
People Inc
PPLI
$3.02B
$801 ﹤0.01%
+20
New +$758
GRNT icon
1569
Granite Ridge Resources
GRNT
$674M
$799 ﹤0.01%
136
+100
+278% +$502
SEE
1570
DELISTED
Sealed Air
SEE
$799 ﹤0.01%
19
+7
+58% +$293
OSIS icon
1571
OSI Systems
OSIS
$3.82B
$797 ﹤0.01%
3
+1
+50% +$276
ZETA icon
1572
Zeta Global
ZETA
$7.17B
$796 ﹤0.01%
+50
New +$926
AZN icon
1573
AstraZeneca
AZN
$246B
$789 ﹤0.01%
4
-59
-94% -$11.4K
OBK icon
1574
Origin Bancorp
OBK
$1.67B
$788 ﹤0.01%
19
+3
+19% +$125
VCTR icon
1575
Victory Capital Holdings
VCTR
$7.15B
$786 ﹤0.01%
12
+4
+50% +$279
61 62
63
64 65

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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.