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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
OMCL icon
1576
Omnicell
OMCL
$1.68B
$3.24K ﹤0.01%
+78
New +$3.14K
WSC icon
1577
WillScot Mobile Mini Holdings
WSC
$4.41B
$3.23K ﹤0.01%
+112
New +$2.71K
AAMI
1578
Acadian Asset Management
AAMI
$3.19B
$3.22K ﹤0.01%
45
+43
+2,150% +$3K
WMK icon
1579
Weis Markets
WMK
$1.86B
$3.21K ﹤0.01%
41
+38
+1,267% +$2.79K
QNST icon
1580
QuinStreet
QNST
$1.21B
$3.21K ﹤0.01%
219
+36
+20% +$452
HEI icon
1581
HEICO Corp
HEI
$51.4B
$3.21K ﹤0.01%
9
-14
-61% -$4.26K
CMC icon
1582
Commercial Metals
CMC
$8.31B
$3.2K ﹤0.01%
51
+18
+55% +$1.27K
CODI icon
1583
Compass Diversified
CODI
$828M
$3.2K ﹤0.01%
300
+283
+1,665% +$3.09K
XMTR icon
1584
Xometry
XMTR
$5.34B
$3.19K ﹤0.01%
33
– –
MWA icon
1585
Mueller Water Products
MWA
$4.16B
$3.18K ﹤0.01%
123
+91
+284% +$2.44K
ENR icon
1586
Energizer
ENR
$1.55B
$3.15K ﹤0.01%
+147
New +$2.8K
DFIN icon
1587
Donnelley Financial Solutions
DFIN
$1.16B
$3.15K ﹤0.01%
75
+53
+241% +$2.31K
IBKR icon
1588
Interactive Brokers
IBKR
$39.8B
$3.14K ﹤0.01%
36
– –
NEOG icon
1589
Neogen
NEOG
$2.5B
$3.13K ﹤0.01%
+348
New +$3.19K
UHS icon
1590
Universal Health Services
UHS
$10.5B
$3.12K ﹤0.01%
21
-200
-90% -$32.5K
VSTS icon
1591
Vestis
VSTS
$1.88B
$3.12K ﹤0.01%
+215
New +$2.4K
BPOP icon
1592
Popular Inc
BPOP
$11.1B
$3.12K ﹤0.01%
19
+18
+1,800% +$2.71K
VSH icon
1593
Vishay Intertechnology
VSH
$5.43B
$3.12K ﹤0.01%
58
+24
+71% +$982
ERIC icon
1594
Ericsson
ERIC
$33.3B
$3.11K ﹤0.01%
279
-49
-15% -$591
BFS
1595
Saul Centers
BFS
$841M
$3.1K ﹤0.01%
+83
New +$2.9K
AORT icon
1596
Artivion
AORT
$1.32B
$3.1K ﹤0.01%
+138
New +$3.86K
DRIV icon
1597
Global X Autonomous & Electric Vehicles ETF
DRIV
$394M
$3.09K ﹤0.01%
80
– –
NTR icon
1598
Nutrien
NTR
$30.7B
$3.08K ﹤0.01%
49
– –
AGNC icon
1599
AGNC Investment
AGNC
$12.9B
$3.07K ﹤0.01%
+282
New +$2.97K
CBC
1600
Central Bancompany Inc
CBC
$8.03B
$3.07K ﹤0.01%
+101
New +$2.75K
62 63
64
65 66

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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.