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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
HLMN icon
1801
Hillman Solutions
HLMN
$1.73B
$416 ﹤0.01%
50
– –
TVTX icon
1802
Travere Therapeutics
TVTX
$5.86B
$416 ﹤0.01%
14
-1
-7% -$30
AMRX icon
1803
Amneal Pharmaceuticals
AMRX
$6.15B
$411 ﹤0.01%
33
+16
+94% +$215
AMR icon
1804
Alpha Metallurgical Resources
AMR
$2.03B
$411 ﹤0.01%
2
+1
+100% +$203
CENX icon
1805
Century Aluminum
CENX
$4.77B
$411 ﹤0.01%
+7
New +$351
HTO
1806
H2O America
HTO
$2.62B
$411 ﹤0.01%
7
+4
+133% +$218
GIC icon
1807
Global Industrial
GIC
$1.49B
$410 ﹤0.01%
+13
New +$409
MPAA icon
1808
Motorcar Parts of America
MPAA
$230M
$410 ﹤0.01%
37
+9
+32% +$103
RXT icon
1809
Rackspace Technology
RXT
$1.19B
$409 ﹤0.01%
+417
New +$507
WAFD icon
1810
WaFd
WAFD
$2.79B
$409 ﹤0.01%
13
+6
+86% +$193
RUN icon
1811
Sunrun
RUN
$2.37B
$408 ﹤0.01%
30
+10
+50% +$166
GCO icon
1812
Genesco
GCO
$391M
$406 ﹤0.01%
+14
New +$403
KBR icon
1813
KBR
KBR
$4.8B
$406 ﹤0.01%
11
-4
-27% -$164
SHOE
1814
Shoe Station Group
SHOE
$419M
$406 ﹤0.01%
+26
New +$494
JBI icon
1815
Janus International
JBI
$663M
$403 ﹤0.01%
78
+7
+10% +$45
AVA icon
1816
Avista
AVA
$3.23B
$402 ﹤0.01%
10
+5
+100% +$202
IHG icon
1817
InterContinental Hotels
IHG
$23.9B
$401 ﹤0.01%
3
-39
-93% -$5.36K
AGI icon
1818
Alamos Gold
AGI
$14B
$400 ﹤0.01%
9
– –
CHCT
1819
Community Healthcare Trust
CHCT
$430M
$398 ﹤0.01%
25
+3
+14% +$51
ADMA icon
1820
ADMA Biologics
ADMA
$2.19B
$397 ﹤0.01%
44
+32
+267% +$505
ABG icon
1821
Asbury Automotive
ABG
$3.76B
$391 ﹤0.01%
2
-1
-33% -$222
DFH icon
1822
Dream Finders Homes
DFH
$1.31B
$391 ﹤0.01%
28
-2
-7% -$36
FWONA icon
1823
Liberty Media Series A
FWONA
$23.7B
$391 ﹤0.01%
5
+1
+25% +$80
KURA icon
1824
Kura Oncology
KURA
$882M
$391 ﹤0.01%
48
-91
-65% -$782
VNT icon
1825
Vontier
VNT
$4.52B
$391 ﹤0.01%
11
– –
71 72
73
74 75

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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.