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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
SKWD icon
1751
Skyward Specialty Insurance
SKWD
$2.44B
$481 ﹤0.01%
11
+2
+22% +$91
ALDX icon
1752
Aldeyra Therapeutics
ALDX
$91.7M
$480 ﹤0.01%
284
+270
+1,929% +$1.18K
ASAN icon
1753
Asana
ASAN
$2.07B
$480 ﹤0.01%
75
+53
+241% +$467
BGC icon
1754
BGC Group
BGC
$5.12B
$480 ﹤0.01%
49
+16
+48% +$148
LNN icon
1755
Lindsay Corp
LNN
$1.18B
$478 ﹤0.01%
4
– –
CRCL
1756
Circle Internet Group
CRCL
$18.1B
$478 ﹤0.01%
+5
New +$424
CWST icon
1757
Casella Waste Systems
CWST
$5.76B
$477 ﹤0.01%
6
+1
+20% +$96
LFCR icon
1758
Lifecore Biomedical
LFCR
$181M
$477 ﹤0.01%
128
-46
-26% -$318
COMP icon
1759
Compass
COMP
$9.77B
$476 ﹤0.01%
65
+45
+225% +$473
KRNY icon
1760
Kearny Financial
KRNY
$600M
$476 ﹤0.01%
63
– –
TERN
1761
DELISTED
Terns Pharmaceuticals
TERN
$475 ﹤0.01%
+9
New +$370
TMP icon
1762
Tompkins Financial
TMP
$1.44B
$474 ﹤0.01%
6
-15
-71% -$1.17K
SWBI icon
1763
Smith & Wesson
SWBI
$636M
$473 ﹤0.01%
+33
New +$401
CBU icon
1764
Community Bank
CBU
$3.43B
$470 ﹤0.01%
8
+3
+60% +$184
HUT
1765
Hut 8
HUT
$11.2B
$470 ﹤0.01%
+10
New +$541
RNST icon
1766
Renasant Corp
RNST
$3.96B
$470 ﹤0.01%
13
+5
+63% +$188
CNXN icon
1767
PC Connection
CNXN
$2.03B
$468 ﹤0.01%
+8
New +$479
FBIN icon
1768
Fortune Brands Innovations
FBIN
$5.83B
$468 ﹤0.01%
12
-1,015
-99% -$52.8K
FBK icon
1769
FB Financial Corp
FBK
$3.1B
$468 ﹤0.01%
9
+3
+50% +$169
CSTL icon
1770
Castle Biosciences
CSTL
$960M
$467 ﹤0.01%
+19
New +$622
NGVC icon
1771
Vitamin Cottage Natural Grocers
NGVC
$632M
$466 ﹤0.01%
+18
New +$465
SLVM icon
1772
Sylvamo
SLVM
$1.53B
$466 ﹤0.01%
11
– –
HWKN icon
1773
Hawkins
HWKN
$2.7B
$461 ﹤0.01%
3
+2
+200% +$293
CCS icon
1774
Century Communities
CCS
$2B
$460 ﹤0.01%
8
+3
+60% +$193
WLDN icon
1775
Willdan Group
WLDN
$1.29B
$460 ﹤0.01%
6
-1
-14% -$106
69 70
71
72 73

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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.