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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VERX icon
1576
Vertex
VERX
$1.98B
$100 ﹤0.01%
4
+1
+33% +$29
SUPN icon
1577
Supernus Pharmaceuticals
SUPN
$2.73B
$96 ﹤0.01%
2
– –
LLYVA icon
1578
Liberty Live Group Series A
LLYVA
$9.25B
$95 ﹤0.01%
1
– –
HNI icon
1579
HNI Corp
HNI
$3.57B
$94 ﹤0.01%
2
-2
-50% -$95
CNA icon
1580
CNA Financial
CNA
$13.8B
$93 ﹤0.01%
2
– –
CBRL icon
1581
Cracker Barrel
CBRL
$1.25B
$89 ﹤0.01%
2
– –
NBTB icon
1582
NBT Bancorp
NBTB
$2.75B
$84 ﹤0.01%
2
– –
SIGI icon
1583
Selective Insurance
SIGI
$5.6B
$82 ﹤0.01%
1
-5
-83% -$403
AGIO icon
1584
Agios Pharmaceuticals
AGIO
$1.95B
$81 ﹤0.01%
2
+1
+100% +$38
CWEN.A
1585
DELISTED
Clearway Energy Class A
CWEN.A
$81 ﹤0.01%
3
– –
GSAT icon
1586
Globalstar
GSAT
$10.8B
$73 ﹤0.01%
+2
New +$57
LCID icon
1587
Lucid Motors
LCID
$2.64B
$72 ﹤0.01%
3
-1
-25% -$23
PLUS icon
1588
ePlus
PLUS
$2.32B
$72 ﹤0.01%
1
– –
ULS icon
1589
UL Solutions
ULS
$15.6B
$71 ﹤0.01%
+1
New +$68
EXPO icon
1590
Exponent
EXPO
$3.25B
$70 ﹤0.01%
1
-1
-50% -$71
SYBT icon
1591
Stock Yards Bancorp
SYBT
$2.6B
$70 ﹤0.01%
1
– –
VCYT icon
1592
Veracyte
VCYT
$3.73B
$69 ﹤0.01%
2
-2
-50% -$57
LKFN icon
1593
Lakeland Financial Corp
LKFN
$1.54B
$65 ﹤0.01%
1
– –
PGNY icon
1594
Progyny
PGNY
$2.04B
$65 ﹤0.01%
3
+1
+50% +$23
GEF.B icon
1595
Greif Class B
GEF.B
$4.23B
$62 ﹤0.01%
1
– –
IFF icon
1596
International Flavors & Fragrances
IFF
$21.7B
$62 ﹤0.01%
1
-8
-89% -$550
SBCF icon
1597
Seacoast Banking Corp of Florida
SBCF
$3.42B
$61 ﹤0.01%
2
– –
DNLI icon
1598
Denali Therapeutics
DNLI
$3.95B
$59 ﹤0.01%
4
– –
TPG icon
1599
TPG
TPG
$8.12B
$58 ﹤0.01%
+1
New +$59
KYMR icon
1600
Kymera Therapeutics
KYMR
$9.11B
$57 ﹤0.01%
1
– –
62 63
64
65 66

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.