We are live on ! Find out more
SIC

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
EVTC icon
1576
Evertec
EVTC
$1.76B
$437 ﹤0.01%
15
-17
-53% -$505
PCOR icon
1577
Procore
PCOR
$8.93B
$437 ﹤0.01%
+6
New +$444
AMTM
1578
Amentum Holdings
AMTM
$5.48B
$435 ﹤0.01%
+15
New +$383
PATK icon
1579
Patrick Industries
PATK
$2.81B
$434 ﹤0.01%
4
– –
SFNC icon
1580
Simmons First National
SFNC
$3.42B
$434 ﹤0.01%
23
+11
+92% +$204
VSXY
1581
Victoria's Secret
VSXY
$7.48B
$434 ﹤0.01%
8
+3
+60% +$119
HLMN icon
1582
Hillman Solutions
HLMN
$1.75B
$433 ﹤0.01%
+50
New +$451
KFRC icon
1583
Kforce
KFRC
$1.04B
$433 ﹤0.01%
+14
New +$412
BROS icon
1584
Dutch Bros
BROS
$8.66B
$429 ﹤0.01%
7
+3
+75% +$170
LGCY
1585
Legacy Education Inc
LGCY
$135M
$428 ﹤0.01%
+42
New +$404
FRPT icon
1586
Freshpet
FRPT
$3.45B
$427 ﹤0.01%
+7
New +$397
TRS icon
1587
TriMas Corp
TRS
$1.43B
$426 ﹤0.01%
+12
New +$419
BANF icon
1588
BancFirst
BANF
$3.82B
$425 ﹤0.01%
4
– –
ANGO icon
1589
AngioDynamics
ANGO
$651M
$424 ﹤0.01%
+33
New +$407
SKY icon
1590
Champion Homes
SKY
$5.11B
$423 ﹤0.01%
5
– –
RNGR icon
1591
Ranger Energy Services
RNGR
$401M
$420 ﹤0.01%
+30
New +$407
FUL icon
1592
H.B. Fuller
FUL
$3.34B
$417 ﹤0.01%
7
– –
SIG icon
1593
Signet Jewelers
SIG
$3.68B
$415 ﹤0.01%
5
– –
SMBC icon
1594
Southern Missouri Bancorp
SMBC
$848M
$414 ﹤0.01%
+7
New +$388
BTSG icon
1595
BrightSpring Health Services
BTSG
$11.5B
$412 ﹤0.01%
11
+4
+57% +$134
ALRM icon
1596
Alarm.com
ALRM
$2.77B
$410 ﹤0.01%
8
+5
+167% +$255
KARO icon
1597
Karooooo
KARO
$1.93B
$410 ﹤0.01%
9
-11
-55% -$515
IBTA icon
1598
Ibotta
IBTA
$741M
$410 ﹤0.01%
+18
New +$486
VNT icon
1599
Vontier
VNT
$4.61B
$409 ﹤0.01%
11
– –
CRVL icon
1600
CorVel
CRVL
$3.09B
$407 ﹤0.01%
6
– –
62 63
64
65 66

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return

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.