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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
STR
1651
DELISTED
Sitio Royalties
STR
– –
-9
Closed -$179
TALO icon
1652
Talos Energy
TALO
$2.4B
– –
-8
Closed -$78
TBIL
1653
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
– –
-64
Closed -$3.2K
TDC icon
1654
Teradata
TDC
$2.55B
– –
-4
Closed -$90
TDOC icon
1655
Teladoc Health
TDOC
$1.3B
– –
-4
Closed -$32
TFX icon
1656
Teleflex
TFX
$5.98B
– –
-8
Closed -$1.11K
THS
1657
DELISTED
Treehouse Foods
THS
– –
-4
Closed -$109
TIP icon
1658
iShares TIPS Bond ETF
TIP
$14.7B
– –
-303
Closed -$33.7K
TNC icon
1659
Tennant Co
TNC
$1.26B
– –
-1
Closed -$80
TRP icon
1660
TC Energy
TRP
$65.9B
– –
-200
Closed -$9.44K
TWST icon
1661
Twist Bioscience
TWST
$7.25B
– –
-150
Closed -$5.89K
UCTT
1662
Ultra Clean Holdings
UCTT
$3.95B
– –
-1
Closed -$22
UDMY
1663
DELISTED
Udemy
UDMY
– –
-8
Closed -$63
UPLD icon
1664
Upland Software
UPLD
$15.4M
– –
-30
Closed -$858
UPST icon
1665
Upstart Holdings
UPST
$3.03B
– –
-3
Closed -$139
VALE icon
1666
Vale
VALE
$62.6B
– –
-201
Closed -$2.01K
VRNT
1667
DELISTED
Verint Systems
VRNT
– –
-6
Closed -$108
VRTS icon
1668
Virtus Investment Partners
VRTS
$1.1B
– –
-1
Closed -$173
VSH icon
1669
Vishay Intertechnology
VSH
$5.43B
– –
-30
Closed -$477
VTGN icon
1670
VistaGen Therapeutics
VTGN
$12.8M
– –
-100
Closed -$250
W icon
1671
Wayfair
W
$14.6B
– –
-1
Closed -$33
WB icon
1672
Weibo
WB
$1.95B
– –
-100
Closed -$947
WEN icon
1673
Wendy's
WEN
$1.46B
– –
-30
Closed -$439
WHR icon
1674
Whirlpool
WHR
$2.82B
– –
-2
Closed -$181
WLK icon
1675
Westlake Corp
WLK
$9.9B
– –
-9
Closed -$901
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.