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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
MAIN icon
1601
Main Street Capital
MAIN
$5.48B
$3.07K ﹤0.01%
59
-5
-8% -$264
PTEN icon
1602
Patterson-UTI
PTEN
$3.76B
$3.07K ﹤0.01%
334
+308
+1,185% +$3.44K
NBTB icon
1603
NBT Bancorp
NBTB
$2.74B
$3.06K ﹤0.01%
62
+43
+226% +$1.97K
OTTR icon
1604
Otter Tail
OTTR
$3.94B
$3.06K ﹤0.01%
34
+31
+1,033% +$2.74K
NOC icon
1605
Northrop Grumman
NOC
$81.2B
$3.06K ﹤0.01%
6
-7
-54% -$4.04K
RPD icon
1606
Rapid7
RPD
$773M
$3.05K ﹤0.01%
377
+365
+3,042% +$2.42K
MD icon
1607
Pediatrix Medical
MD
$2.2B
$3.04K ﹤0.01%
120
+114
+1,900% +$2.59K
HOG icon
1608
Harley-Davidson
HOG
$2.71B
$3.03K ﹤0.01%
124
+30
+32% +$721
AESI icon
1609
Atlas Energy Solutions
AESI
$1.41B
$3.01K ﹤0.01%
+181
New +$2.96K
FUTU icon
1610
Futu Holdings
FUTU
$15.3B
$3K ﹤0.01%
+32
New +$4.1K
CRSR icon
1611
Corsair Gaming
CRSR
$1.55B
$3K ﹤0.01%
310
+91
+42% +$705
COMP icon
1612
Compass
COMP
$9.66B
$2.98K ﹤0.01%
242
+177
+272% +$1.47K
COLL icon
1613
Collegium Pharmaceutical
COLL
$956M
$2.97K ﹤0.01%
+82
New +$2.8K
SPXC icon
1614
SPX Corp
SPXC
$10.8B
$2.94K ﹤0.01%
12
– –
SVC
1615
Service Properties Trust
SVC
$1.07B
$2.92K ﹤0.01%
346
+339
+4,843% +$2.67K
LXP icon
1616
LXP Industrial Trust
LXP
$3.57B
$2.91K ﹤0.01%
+54
New +$2.78K
AIN icon
1617
Albany International
AIN
$1.78B
$2.91K ﹤0.01%
+39
New +$2.44K
EXR icon
1618
Extra Space Storage
EXR
$31.6B
$2.91K ﹤0.01%
20
– –
GNL icon
1619
Global Net Lease
GNL
$1.95B
$2.91K ﹤0.01%
+325
New +$3.04K
UPBD icon
1620
Upbound Group
UPBD
$1.16B
$2.89K ﹤0.01%
136
+129
+1,843% +$2.41K
BG icon
1621
Bunge Global
BG
$20.8B
$2.88K ﹤0.01%
27
+1
+4% +$123
SFIX
1622
Stitch Fix
SFIX
$560M
$2.88K ﹤0.01%
700
+398
+132% +$1.45K
FTDR icon
1623
Frontdoor
FTDR
$6.26B
$2.87K ﹤0.01%
37
+27
+270% +$1.73K
DXC icon
1624
DXC Technology
DXC
$1.73B
$2.87K ﹤0.01%
+324
New +$3.36K
PAG icon
1625
Penske Automotive Group
PAG
$14.2B
$2.86K ﹤0.01%
16
-3
-16% -$501
63 64
65
66 67

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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.