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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGEM icon
1651
Cullinan Oncology
CGEM
$1.26B
$612 ﹤0.01%
43
+23
+115% +$296
VSH icon
1652
Vishay Intertechnology
VSH
$5.15B
$612 ﹤0.01%
34
+22
+183% +$400
FND icon
1653
Floor & Decor
FND
$6.32B
$610 ﹤0.01%
12
-782
-98% -$50.9K
UEC icon
1654
Uranium Energy
UEC
$5.62B
$608 ﹤0.01%
45
+19
+73% +$293
TOWN icon
1655
Towne Bank
TOWN
$3.49B
$607 ﹤0.01%
18
+8
+80% +$278
CTOS icon
1656
Custom Truck One Source
CTOS
$2.46B
$605 ﹤0.01%
+92
New +$604
THR
1657
DELISTED
Thermon Group Holdings
THR
$605 ﹤0.01%
12
– –
STZ icon
1658
Constellation Brands
STZ
$22.9B
$600 ﹤0.01%
+4
New +$618
CATY icon
1659
Cathay General Bancorp
CATY
$4.3B
$599 ﹤0.01%
12
+4
+50% +$202
TMDX icon
1660
Transmedics
TMDX
$3.02B
$598 ﹤0.01%
6
+2
+50% +$261
WK icon
1661
Workiva
WK
$3.7B
$597 ﹤0.01%
10
-22
-69% -$1.53K
PGNY icon
1662
Progyny
PGNY
$1.95B
$595 ﹤0.01%
35
+23
+192% +$493
SON icon
1663
Sonoco
SON
$5.74B
$595 ﹤0.01%
11
+4
+57% +$206
TRMK icon
1664
Trustmark
TRMK
$2.79B
$590 ﹤0.01%
14
+5
+56% +$211
ARDX icon
1665
Ardelyx
ARDX
$1.03B
$588 ﹤0.01%
98
+56
+133% +$370
TDUP icon
1666
ThredUp
TDUP
$405M
$588 ﹤0.01%
179
-227
-56% -$1.05K
EBC icon
1667
Eastern Bankshares
EBC
$5.34B
$587 ﹤0.01%
30
+10
+50% +$200
KAI icon
1668
Kadant
KAI
$3.94B
$585 ﹤0.01%
2
+1
+100% +$321
TDW icon
1669
Tidewater
TDW
$4.56B
$585 ﹤0.01%
7
– –
CAR icon
1670
Avis
CAR
$4.93B
$584 ﹤0.01%
4
-230
-98% -$26.2K
RAMP icon
1671
LiveRamp
RAMP
$2.3B
$584 ﹤0.01%
22
+10
+83% +$262
FULC icon
1672
Fulcrum Therapeutics
FULC
$284M
$583 ﹤0.01%
76
+73
+2,433% +$677
IWS icon
1673
iShares Russell Mid-Cap Value ETF
IWS
$16B
$583 ﹤0.01%
+4
New +$594
MP icon
1674
MP Materials
MP
$9.64B
$580 ﹤0.01%
12
– –
ETD icon
1675
Ethan Allen Interiors
ETD
$575M
$579 ﹤0.01%
26
+21
+420% +$488
65 66
67
68 69

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.