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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
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
GRBK icon
1826
Green Brick Partners
GRBK
$3.09B
$1.76K ﹤0.01%
22
+7
+47% +$483
WVE icon
1827
Wave Life Sciences
WVE
$1.12B
$1.75K ﹤0.01%
302
+249
+470% +$1.65K
TDAY
1828
USA Today Co
TDAY
$1.29B
$1.75K ﹤0.01%
205
+9
+5% +$68
MARA icon
1829
Marathon Digital Holdings
MARA
$3.83B
$1.75K ﹤0.01%
+126
New +$1.58K
ALNT icon
1830
Allient
ALNT
$1.34B
$1.75K ﹤0.01%
+17
New +$1.31K
REPX icon
1831
Riley Exploration Permian
REPX
$728M
$1.75K ﹤0.01%
53
+48
+960% +$1.71K
APPN icon
1832
Appian
APPN
$2.11B
$1.74K ﹤0.01%
76
+61
+407% +$1.36K
ANIP icon
1833
ANI Pharmaceuticals
ANIP
$1.86B
$1.74K ﹤0.01%
+21
New +$1.69K
STNE icon
1834
StoneCo
STNE
$2.67B
$1.74K ﹤0.01%
160
+158
+7,900% +$1.87K
LBRT icon
1835
Liberty Energy
LBRT
$2.79B
$1.73K ﹤0.01%
66
+29
+78% +$867
POWL icon
1836
Powell Industries
POWL
$6.79B
$1.72K ﹤0.01%
6
– –
RVLV icon
1837
Revolve Group
RVLV
$1.85B
$1.72K ﹤0.01%
75
+67
+838% +$1.48K
OFIX icon
1838
Orthofix Medical
OFIX
$492M
$1.71K ﹤0.01%
187
+172
+1,147% +$1.9K
OPTU
1839
Optimum Communications Inc
OPTU
$298M
$1.7K ﹤0.01%
1,175
+1,130
+2,511% +$1.4K
NUVB icon
1840
Nuvation Bio
NUVB
$2.29B
$1.7K ﹤0.01%
+299
New +$1.46K
ACTG icon
1841
Acacia Research
ACTG
$437M
$1.7K ﹤0.01%
+364
New +$1.75K
ROP icon
1842
Roper Technologies
ROP
$40.4B
$1.69K ﹤0.01%
5
-16
-76% -$5.46K
AMCR icon
1843
Amcor
AMCR
$21.2B
$1.69K ﹤0.01%
39
-10
-20% -$397
DNA icon
1844
Ginkgo Bioworks
DNA
$498M
$1.69K ﹤0.01%
170
+154
+963% +$1.29K
CMRE icon
1845
Costamare
CMRE
$1.85B
$1.68K ﹤0.01%
120
+11
+10% +$180
AXON
1846
Axon Enterprise
AXON
$42.8B
$1.68K ﹤0.01%
3
-12
-80% -$5.02K
BBNX
1847
Beta Bionics
BBNX
$676M
$1.66K ﹤0.01%
106
+100
+1,667% +$1.19K
HL icon
1848
Hecla Mining
HL
$9.49B
$1.65K ﹤0.01%
107
– –
SNAP icon
1849
Snap
SNAP
$7.96B
$1.65K ﹤0.01%
371
+318
+600% +$1.74K
CABO icon
1850
Cable One
CABO
$237M
$1.65K ﹤0.01%
+31
New +$2.08K
72 73
74
75 76

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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.