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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
+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
CXM icon
1626
Sprinklr
CXM
$1.61B
$24 ﹤0.01%
+3
New +$25
STGW icon
1627
Stagwell
STGW
$2.27B
$23 ﹤0.01%
4
– –
HYLN icon
1628
Hyliion Holdings
HYLN
$699M
$20 ﹤0.01%
10
– –
RKT icon
1629
Rocket Companies
RKT
$40.5B
$20 ﹤0.01%
1
– –
BYND icon
1630
Beyond Meat
BYND
$215M
$19 ﹤0.01%
10
– –
OLPX
1631
DELISTED
Olaplex Holdings
OLPX
$18 ﹤0.01%
13
– –
BLNK icon
1632
Blink Charging
BLNK
$85.5M
$17 ﹤0.01%
10
– –
CGC
1633
Canopy Growth
CGC
$422M
$3 ﹤0.01%
2
– –
CENN icon
1634
Cenntro
CENN
$8.46M
– –
0
– –
AEVA
1635
Aeva Technologies
AEVA
$1.68B
– –
-263
Closed -$9.94K
AI icon
1636
C3.ai
AI
$1.65B
– –
-2
Closed -$50
AIN icon
1637
Albany International
AIN
$1.79B
– –
-4
Closed -$281
ALIT icon
1638
Alight
ALIT
$364M
– –
-2
Closed -$278
AMED
1639
DELISTED
Amedisys
AMED
– –
-3
Closed -$296
ANSS
1640
DELISTED
Ansys
ANSS
– –
-3
Closed -$1.05K
APPS icon
1641
Digital Turbine
APPS
$1.58B
– –
-4,154
Closed -$24.5K
AVPT icon
1642
AvePoint
AVPT
$2.78B
– –
-118
Closed -$2.28K
AZEK
1643
DELISTED
The AZEK Co
AZEK
– –
-11
Closed -$598
BAX icon
1644
Baxter International
BAX
$14.3B
– –
-20
Closed -$606
BF.A icon
1645
Brown-Forman Class A
BF.A
$13B
– –
-4
Closed -$110
BSCP
1646
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-1,736
Closed -$35.9K
BSCQ icon
1647
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
– –
-1,581
Closed -$30.9K
CCOI icon
1648
Cogent Communications
CCOI
$554M
– –
-1
Closed -$49
CHTR icon
1649
Charter Communications
CHTR
$18.8B
– –
-8
Closed -$3.27K
CHX
1650
DELISTED
ChampionX
CHX
– –
-22
Closed -$547
64 65
66
67 68

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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.