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
-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
SCHV
1776
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$458 ﹤0.01%
+15
New +$467
BCC icon
1777
Boise Cascade
BCC
$2.94B
$456 ﹤0.01%
6
+4
+200% +$321
WS icon
1778
Worthington Steel
WS
$1.94B
$456 ﹤0.01%
15
+7
+88% +$271
FTLF icon
1779
FitLife Brands
FTLF
$96.4M
$455 ﹤0.01%
32
+8
+33% +$120
ZIP icon
1780
ZipRecruiter
ZIP
$405M
$453 ﹤0.01%
246
+233
+1,792% +$571
HQI icon
1781
HireQuest
HQI
$231M
$452 ﹤0.01%
45
-6
-12% -$65
PL icon
1782
Planet Labs
PL
$8.73B
$448 ﹤0.01%
16
– –
MGRC icon
1783
McGrath RentCorp
MGRC
$2.94B
$442 ﹤0.01%
4
+1
+33% +$111
PAYO icon
1784
Payoneer
PAYO
$2.41B
$440 ﹤0.01%
+91
New +$480
BWFG icon
1785
Bankwell Financial Group
BWFG
$542M
$437 ﹤0.01%
9
+5
+125% +$239
GFF icon
1786
Griffon
GFF
$4.75B
$437 ﹤0.01%
6
+3
+100% +$243
TR icon
1787
Tootsie Roll Industries
TR
$3.05B
$435 ﹤0.01%
10
+6
+150% +$235
EBS icon
1788
Emergent Biosolutions
EBS
$233M
$432 ﹤0.01%
52
+36
+225% +$373
NATR icon
1789
Nature's Sunshine
NATR
$273M
$432 ﹤0.01%
+18
New +$446
TRS icon
1790
TriMas Corp
TRS
$1.41B
$432 ﹤0.01%
12
– –
AUR icon
1791
Aurora
AUR
$13.5B
$429 ﹤0.01%
104
– –
NGVT icon
1792
Ingevity
NGVT
$2.62B
$428 ﹤0.01%
6
+3
+100% +$205
SVV icon
1793
Savers
SVV
$1.65B
$425 ﹤0.01%
57
+37
+185% +$354
LBTYK icon
1794
Liberty Global Class C
LBTYK
$3.46B
$423 ﹤0.01%
36
+18
+100% +$206
BILL icon
1795
BILL Holdings
BILL
$4.85B
$422 ﹤0.01%
11
+1
+10% +$45
WRBY icon
1796
Warby Parker
WRBY
$3.13B
$422 ﹤0.01%
+20
New +$496
PRAA icon
1797
PRA Group
PRAA
$737M
$420 ﹤0.01%
24
+2
+9% +$30
RH icon
1798
RH
RH
$3.41B
$420 ﹤0.01%
+3
New +$547
FFBC icon
1799
First Financial Bancorp
FFBC
$3.58B
$419 ﹤0.01%
15
+8
+114% +$223
JOUT icon
1800
Johnson Outdoors
JOUT
$499M
$419 ﹤0.01%
9
+6
+200% +$280
70 71
72
73 74

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
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return

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.