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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
528
Increased
1,514
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAT icon
151
Dimensional US Targeted Value ETF
DFAT
$14.8B
$233K 0.03%
3,336
– –
IAU icon
152
iShares Gold Trust
IAU
$62.5B
$231K 0.03%
3,057
– –
IJR icon
153
iShares Core S&P Small-Cap ETF
IJR
$110B
$228K 0.02%
1,536
-71
-4% -$9.74K
SYK icon
154
Stryker
SYK
$133B
$227K 0.02%
721
-41
-5% -$12.9K
JEPI icon
155
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$227K 0.02%
+4,013
New +$227K
KO icon
156
Coca-Cola
KO
$380B
$220K 0.02%
2,708
-808
-23% -$63.8K
UNH icon
157
UnitedHealth
UNH
$389B
$218K 0.02%
524
+243
+86% +$90.1K
SCZ icon
158
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$217K 0.02%
2,638
-144
-5% -$12.1K
KEY icon
159
KeyCorp
KEY
$24.3B
$215K 0.02%
9,314
– –
ORCL icon
160
Oracle
ORCL
$346B
$212K 0.02%
1,445
+6
+0.4% +$1.09K
FIX icon
161
Comfort Systems
FIX
$57.2B
$210K 0.02%
106
+6
+6% +$10.9K
LOW icon
162
Lowe's Companies
LOW
$122B
$210K 0.02%
951
-2
-0.2% -$454
GD icon
163
General Dynamics
GD
$106B
$208K 0.02%
588
-72
-11% -$24.7K
T icon
164
AT&T
T
$169B
$207K 0.02%
10,015
+8
+0.1% +$199
JAZZ icon
165
Jazz Pharmaceuticals
JAZZ
$16.1B
$202K 0.02%
840
+45
+6% +$9.86K
CNC icon
166
Centene
CNC
$31.6B
$200K 0.02%
3,110
-114
-4% -$6.09K
PLTR icon
167
Palantir
PLTR
$296B
$199K 0.02%
1,705
-1,889
-53% -$258K
PRF icon
168
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$191K 0.02%
3,535
-75
-2% -$3.9K
ASML icon
169
ASML
ASML
$608B
$185K 0.02%
93
+40
+75% +$63.7K
DY icon
170
Dycom Industries
DY
$12.1B
$183K 0.02%
361
+1
+0.3% +$437
ED icon
171
Consolidated Edison
ED
$41.3B
$180K 0.02%
1,629
+441
+37% +$47.9K
DE icon
172
Deere & Co
DE
$173B
$178K 0.02%
281
+4
+1% +$2.32K
TGT icon
173
Target
TGT
$65.5B
$176K 0.02%
1,349
+26
+2% +$3.3K
JBHT icon
174
JB Hunt Transport Services
JBHT
$26.1B
$175K 0.02%
603
+33
+6% +$8.47K
XLV icon
175
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$174K 0.02%
1,096
– –
5 6
7
8 9

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 528 new, 1,514 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 528 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.