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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
AMPX icon
1626
Amprius Technologies
AMPX
$1.73B
$2.84K ﹤0.01%
205
– –
BIRK icon
1627
Birkenstock
BIRK
$7.07B
$2.84K ﹤0.01%
66
+52
+371% +$2.1K
NVAX icon
1628
Novavax
NVAX
$1.31B
$2.84K ﹤0.01%
+301
New +$2.7K
ARQT icon
1629
Arcutis Biotherapeutics
ARQT
$3.18B
$2.83K ﹤0.01%
108
-53
-33% -$1.24K
PHIN icon
1630
Phinia Inc
PHIN
$2.74B
$2.82K ﹤0.01%
34
– –
TPC
1631
Tutor Perini Cor
TPC
$5.21B
$2.82K ﹤0.01%
34
-3
-8% -$241
FOXA icon
1632
Fox Class A
FOXA
$26.9B
$2.82K ﹤0.01%
54
-797
-94% -$49.2K
CSR
1633
Centerspace
CSR
$952M
$2.81K ﹤0.01%
+50
New +$3.15K
RELY icon
1634
Remitly
RELY
$5.14B
$2.8K ﹤0.01%
125
+50
+67% +$1.02K
RGLD icon
1635
Royal Gold
RGLD
$19.5B
$2.79K ﹤0.01%
14
-2
-13% -$465
NTCT icon
1636
NETSCOUT
NTCT
$2.79B
$2.79K ﹤0.01%
64
– –
VYX icon
1637
NCR Voyix
VYX
$1.14B
$2.77K ﹤0.01%
+339
New +$2.39K
KFRC icon
1638
Kforce
KFRC
$1.06B
$2.77K ﹤0.01%
59
+23
+64% +$939
APTV icon
1639
Aptiv
APTV
$10.3B
$2.76K ﹤0.01%
45
-66
-59% -$4.04K
ALX
1640
Alexander's
ALX
$1.41B
$2.76K ﹤0.01%
+10
New +$2.5K
BBIO icon
1641
BridgeBio Pharma
BBIO
$16.5B
$2.76K ﹤0.01%
37
+17
+85% +$1.19K
XLP icon
1642
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$2.74K ﹤0.01%
33
– –
EFOR
1643
Everforth Inc
EFOR
$1.32B
$2.73K ﹤0.01%
153
+126
+467% +$3.08K
FOUR icon
1644
Shift4
FOUR
$3.26B
$2.72K ﹤0.01%
+56
New +$2.42K
CTOS icon
1645
Custom Truck One Source
CTOS
$2.37B
$2.72K ﹤0.01%
230
+138
+150% +$1.3K
SHFS icon
1646
SHF Holdings
SHFS
$1.13M
$2.72K ﹤0.01%
11,313
– –
SABR icon
1647
Sabre
SABR
$835M
$2.71K ﹤0.01%
1,298
+1,207
+1,326% +$2.12K
SONO icon
1648
Sonos
SONO
$1.85B
$2.71K ﹤0.01%
200
+181
+953% +$2.65K
EYE icon
1649
National Vision
EYE
$1.81B
$2.7K ﹤0.01%
142
-67
-32% -$1.37K
LQDT icon
1650
Liquidity Services
LQDT
$1.32B
$2.7K ﹤0.01%
69
+68
+6,800% +$2.41K
64 65
66
67 68

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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.