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
LBRT icon
1626
Liberty Energy
LBRT
$3.51B
$370 ﹤0.01%
+20
New +$334
EBC icon
1627
Eastern Bankshares
EBC
$5.29B
$369 ﹤0.01%
20
– –
RUN icon
1628
Sunrun
RUN
$2.41B
$369 ﹤0.01%
20
+14
+233% +$268
GSAT icon
1629
Globalstar
GSAT
$10.8B
$367 ﹤0.01%
6
+4
+200% +$221
LCII icon
1630
LCI Industries
LCII
$2.61B
$365 ﹤0.01%
3
– –
CHCT
1631
Community Healthcare Trust
CHCT
$431M
$362 ﹤0.01%
+22
New +$329
FWONA icon
1632
Liberty Media Series A
FWONA
$23.4B
$358 ﹤0.01%
4
+2
+100% +$179
TGTX icon
1633
TG Therapeutics
TGTX
$7.64B
$358 ﹤0.01%
12
+6
+100% +$196
RDNT icon
1634
RadNet
RDNT
$6B
$357 ﹤0.01%
5
– –
IRTC icon
1635
iRhythm Holdings
IRTC
$4.02B
$355 ﹤0.01%
+2
New +$354
CNR
1636
Core Natural Resources Inc
CNR
$4.65B
$355 ﹤0.01%
4
– –
RAMP icon
1637
LiveRamp
RAMP
$2.3B
$354 ﹤0.01%
12
+5
+71% +$144
TDW icon
1638
Tidewater
TDW
$4.54B
$354 ﹤0.01%
7
+3
+75% +$158
ASH icon
1639
Ashland
ASH
$3.42B
$353 ﹤0.01%
+6
New +$317
MMSI icon
1640
Merit Medical Systems
MMSI
$5.44B
$353 ﹤0.01%
4
– –
HRTG icon
1641
Heritage Insurance Holdings
HRTG
$958M
$352 ﹤0.01%
+12
New +$324
TRMK icon
1642
Trustmark
TRMK
$2.78B
$351 ﹤0.01%
9
– –
BMI icon
1643
Badger Meter
BMI
$3.93B
$349 ﹤0.01%
2
– –
AGI icon
1644
Alamos Gold
AGI
$14B
$348 ﹤0.01%
+9
New +$314
BKH icon
1645
Black Hills Corp
BKH
$5.59B
$348 ﹤0.01%
5
– –
FTDR icon
1646
Frontdoor
FTDR
$5.75B
$347 ﹤0.01%
6
– –
MPAA icon
1647
Motorcar Parts of America
MPAA
$236M
$346 ﹤0.01%
+28
New +$403
HP icon
1648
Helmerich & Payne
HP
$4.25B
$345 ﹤0.01%
+12
New +$319
HUBG icon
1649
HUB Group
HUBG
$2.32B
$341 ﹤0.01%
8
– –
MYGN icon
1650
Myriad Genetics
MYGN
$307M
$339 ﹤0.01%
+55
New +$399
64 65
66
67 68

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
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 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.