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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVS icon
1626
Novartis
NVS
$297B
– –
-100
Closed -$11.1K
OGN icon
1627
Organon & Co
OGN
$3.57B
– –
-33
Closed -$492
ACH
1628
Accendra Health
ACH
$107M
– –
-154
Closed -$1.39K
SVRN
1629
OceanPal Inc
SVRN
$13.1M
– –
0
– -$1
PAYO icon
1630
Payoneer
PAYO
$2.41B
– –
-29
Closed -$212
PTN
1631
Palatin Technologies
PTN
$14.2M
– –
-2
Closed -$70
RBA icon
1632
RB Global
RBA
$17.4B
– –
-3
Closed -$301
RCAT icon
1633
Red Cat Holdings
RCAT
$1.5B
– –
-60
Closed -$353
REGN icon
1634
Regeneron Pharmaceuticals
REGN
$81.8B
– –
-2
Closed -$1.27K
RPD icon
1635
Rapid7
RPD
$775M
– –
-1
Closed -$27
RVLV icon
1636
Revolve Group
RVLV
$1.74B
– –
-1
Closed -$22
RXO icon
1637
RXO
RXO
$3.53B
– –
-18
Closed -$344
RXRX icon
1638
Recursion Pharmaceuticals
RXRX
$1.78B
– –
-100
Closed -$529
ECHO
1639
EchoStar
ECHO
$26B
– –
-11
Closed -$282
SCHG icon
1640
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
– –
-80
Closed -$2.01K
SCL icon
1641
Stepan Co
SCL
$1.46B
– –
-1
Closed -$56
SDRL icon
1642
Seadrill
SDRL
$2.87B
– –
-9
Closed -$225
SHOO icon
1643
Steven Madden
SHOO
$3.56B
– –
-2
Closed -$54
SM icon
1644
SM Energy
SM
$7.35B
– –
-20
Closed -$599
SON icon
1645
Sonoco
SON
$5.6B
– –
-1
Closed -$48
SONO icon
1646
Sonos
SONO
$1.86B
– –
-132
Closed -$1.41K
SPB icon
1647
Spectrum Brands
SPB
$1.99B
– –
-8
Closed -$573
SPGP icon
1648
Invesco S&P 500 GARP ETF
SPGP
$2.31B
– –
-165
Closed -$16.5K
SPYV icon
1649
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
– –
-76
Closed -$3.88K
STNG icon
1650
Scorpio Tankers
STNG
$3.8B
– –
-3
Closed -$113
64 65
66
67 68

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.