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
NATL icon
1676
NCR Atleos
NATL
$3.46B
$305 ﹤0.01%
8
– –
PRK icon
1677
Park National Corp
PRK
$3.69B
$305 ﹤0.01%
2
– –
UEC icon
1678
Uranium Energy
UEC
$5.63B
$304 ﹤0.01%
26
– –
VIAV icon
1679
Viavi Solutions
VIAV
$9.49B
$303 ﹤0.01%
17
– –
ASAN icon
1680
Asana
ASAN
$2.13B
$302 ﹤0.01%
+22
New +$302
SAIC icon
1681
Saic
SAIC
$5.31B
$302 ﹤0.01%
3
+1
+50% +$95
JBTM
1682
JBT Marel
JBTM
$6.38B
$302 ﹤0.01%
2
– –
ARI
1683
Apollo Commercial Real Estate
ARI
$881M
$301 ﹤0.01%
+31
New +$310
KGS icon
1684
Kodiak Gas Services
KGS
$6.17B
$300 ﹤0.01%
8
+4
+100% +$141
CVBF icon
1685
CVB Financial
CVBF
$4.02B
$298 ﹤0.01%
16
– –
CCS icon
1686
Century Communities
CCS
$2.01B
$297 ﹤0.01%
5
+3
+150% +$183
SYNA icon
1687
Synaptics
SYNA
$4.15B
$297 ﹤0.01%
4
– –
OI icon
1688
O-I Glass
OI
$1.1B
$296 ﹤0.01%
20
– –
BGC icon
1689
BGC Group
BGC
$4.82B
$295 ﹤0.01%
33
-14
-30% -$126
PRAX icon
1690
Praxis Precision Medicines
PRAX
$10.2B
$295 ﹤0.01%
+1
New +$186
BABA icon
1691
Alibaba
BABA
$307B
$294 ﹤0.01%
2
-100
-98% -$16.3K
CSW
1692
CSW Industrials
CSW
$5.74B
$294 ﹤0.01%
1
– –
PRDO icon
1693
Perdoceo Education
PRDO
$1.94B
$294 ﹤0.01%
+10
New +$316
INDB icon
1694
Independent Bank
INDB
$4.02B
$293 ﹤0.01%
4
– –
INSW icon
1695
International Seaways
INSW
$4.41B
$292 ﹤0.01%
6
– –
LAZ icon
1696
Lazard
LAZ
$4.29B
$292 ﹤0.01%
6
– –
SMG icon
1697
ScottsMiracle-Gro
SMG
$3.6B
$292 ﹤0.01%
5
+3
+150% +$168
VVV icon
1698
Valvoline
VVV
$4.26B
$291 ﹤0.01%
10
-3
-23% -$96
HBCP icon
1699
Home Bancorp
HBCP
$565M
$289 ﹤0.01%
+5
New +$278
WVE icon
1700
Wave Life Sciences
WVE
$1.1B
$289 ﹤0.01%
+17
New +$173
66 67
68
69 70

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.