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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
TBPH icon
1776
Theravance Biopharma
TBPH
$873M
$2.01K ﹤0.01%
+118
New +$1.95K
VIAV icon
1777
Viavi Solutions
VIAV
$7.95B
$2.01K ﹤0.01%
42
+7
+20% +$335
PACS icon
1778
PACS Group
PACS
$7.35B
$2K ﹤0.01%
47
+25
+114% +$899
UA icon
1779
Under Armour Class C
UA
$2.95B
$2K ﹤0.01%
322
+270
+519% +$1.55K
MFA
1780
MFA Financial
MFA
$932M
$2K ﹤0.01%
206
+203
+6,767% +$1.97K
OLED icon
1781
Universal Display
OLED
$3.75B
$1.99K ﹤0.01%
23
+22
+2,200% +$2.03K
MMS icon
1782
Maximus
MMS
$3.32B
$1.99K ﹤0.01%
37
+25
+208% +$1.56K
WWW icon
1783
Wolverine World Wide
WWW
$1.68B
$1.98K ﹤0.01%
+120
New +$2.03K
INGM
1784
Ingram Micro Holding
INGM
$6.94B
$1.98K ﹤0.01%
72
+23
+47% +$646
FCBC icon
1785
First Community Bankshares
FCBC
$899M
$1.96K ﹤0.01%
44
+37
+529% +$1.59K
DOCS icon
1786
Doximity
DOCS
$3.89B
$1.95K ﹤0.01%
94
+71
+309% +$1.57K
OEC icon
1787
Orion
OEC
$403M
$1.95K ﹤0.01%
294
+163
+124% +$1.17K
FATE icon
1788
Fate Therapeutics
FATE
$275M
$1.95K ﹤0.01%
721
+656
+1,009% +$1.21K
AZTA icon
1789
Azenta
AZTA
$1.3B
$1.94K ﹤0.01%
76
+63
+485% +$1.41K
OPK icon
1790
Opko Health
OPK
$1.02B
$1.93K ﹤0.01%
1,289
+1,265
+5,271% +$1.61K
CLNE icon
1791
Clean Energy Fuels
CLNE
$416M
$1.93K ﹤0.01%
942
+933
+10,367% +$1.98K
SKWD icon
1792
Skyward Specialty Insurance
SKWD
$2.53B
$1.93K ﹤0.01%
33
+22
+200% +$1.04K
PACB icon
1793
Pacific Biosciences
PACB
$435M
$1.92K ﹤0.01%
1,144
+1,094
+2,188% +$1.59K
CCOI icon
1794
Cogent Communications
CCOI
$635M
$1.92K ﹤0.01%
+138
New +$2.54K
CTRN icon
1795
Citi Trends
CTRN
$555M
$1.91K ﹤0.01%
33
+5
+18% +$240
CLDX icon
1796
Celldex Therapeutics
CLDX
$2.94B
$1.9K ﹤0.01%
+51
New +$1.65K
TRS icon
1797
TriMas Corp
TRS
$1.41B
$1.89K ﹤0.01%
42
+30
+250% +$1.19K
ACA icon
1798
Arcosa
ACA
$7.11B
$1.89K ﹤0.01%
13
– –
AVGE icon
1799
Avantis All Equity Markets ETF
AVGE
$1.08B
$1.88K ﹤0.01%
19
– –
REXR icon
1800
Rexford Industrial Realty
REXR
$8.63B
$1.88K ﹤0.01%
56
-89
-61% -$3.11K
70 71
72
73 74

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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.