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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
529
Increased
1,513
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
UVE icon
1726
Universal Insurance Holdings
UVE
$1.23B
$2.27K ﹤0.01%
+55
New +$2.07K
GTM
1727
ZoomInfo Technologies
GTM
$1.22B
$2.27K ﹤0.01%
774
-8,173
-91% -$36.7K
BTU icon
1728
Peabody Energy
BTU
$2.9B
$2.27K ﹤0.01%
98
+67
+216% +$1.78K
RIVN icon
1729
Rivian
RIVN
$23.2B
$2.26K ﹤0.01%
130
-264
-67% -$4.12K
UP icon
1730
Wheels Up
UP
$198M
$2.24K ﹤0.01%
250
– –
STLA icon
1731
Stellantis
STLA
$20.8B
$2.24K ﹤0.01%
390
– –
XENE icon
1732
Xenon Pharmaceuticals
XENE
$6.12B
$2.23K ﹤0.01%
+37
New +$2.05K
NRIX icon
1733
Nurix Therapeutics
NRIX
$2.65B
$2.23K ﹤0.01%
+92
New +$1.57K
RYTM icon
1734
Rhythm Pharmaceuticals
RYTM
$7.96B
$2.22K ﹤0.01%
+20
New +$1.81K
IOVA icon
1735
Iovance Biotherapeutics
IOVA
$2.87B
$2.22K ﹤0.01%
533
+518
+3,453% +$1.97K
FTLS icon
1736
First Trust Long/Short Equity ETF
FTLS
$2.49B
$2.21K ﹤0.01%
+30
New +$2.2K
DFH icon
1737
Dream Finders Homes
DFH
$1.36B
$2.21K ﹤0.01%
128
+100
+357% +$1.47K
CGEM icon
1738
Cullinan Oncology
CGEM
$1.14B
$2.2K ﹤0.01%
121
+78
+181% +$1.16K
IESC icon
1739
IES Holdings
IESC
$15.2B
$2.2K ﹤0.01%
3
– –
DOCN icon
1740
DigitalOcean
DOCN
$14.6B
$2.2K ﹤0.01%
14
– –
HLMN icon
1741
Hillman Solutions
HLMN
$1.79B
$2.19K ﹤0.01%
260
+210
+420% +$1.67K
COIN icon
1742
Coinbase
COIN
$40.5B
$2.19K ﹤0.01%
15
-34
-69% -$6.14K
WDFC icon
1743
WD-40
WDFC
$3.15B
$2.19K ﹤0.01%
9
-1
-10% -$214
FA icon
1744
First Advantage
FA
$4.12B
$2.19K ﹤0.01%
121
+115
+1,917% +$1.67K
FSS icon
1745
Federal Signal
FSS
$7.83B
$2.19K ﹤0.01%
17
– –
PTC icon
1746
PTC
PTC
$16B
$2.16K ﹤0.01%
19
-1
-5% -$135
MDXG icon
1747
MiMedx Group
MDXG
$633M
$2.16K ﹤0.01%
560
+493
+736% +$1.8K
LAUR icon
1748
Laureate Education
LAUR
$5.28B
$2.14K ﹤0.01%
59
– –
PRM icon
1749
Perimeter Solutions
PRM
$5.77B
$2.14K ﹤0.01%
60
+46
+329% +$1.44K
ARVN icon
1750
Arvinas
ARVN
$572M
$2.14K ﹤0.01%
+257
New +$2.4K
68 69
70
71 72

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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 529 new, 1,513 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 529 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.