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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
BOOT icon
1851
Boot Barn
BOOT
$4.58B
$1.64K ﹤0.01%
10
-11
-52% -$1.78K
ZBH icon
1852
Zimmer Biomet
ZBH
$18.8B
$1.64K ﹤0.01%
19
-10
-34% -$877
IRWD icon
1853
Ironwood Pharmaceuticals
IRWD
$586M
$1.63K ﹤0.01%
388
+83
+27% +$320
RCKT icon
1854
Rocket Pharmaceuticals
RCKT
$343M
$1.63K ﹤0.01%
477
+282
+145% +$938
PSN icon
1855
Parsons
PSN
$4.31B
$1.63K ﹤0.01%
31
+16
+107% +$864
LMB icon
1856
Limbach Holdings
LMB
$807M
$1.62K ﹤0.01%
21
+3
+17% +$249
PCT icon
1857
PureCycle Technologies
PCT
$1.19B
$1.61K ﹤0.01%
+198
New +$1.77K
JQC icon
1858
Nuveen Credit Strategies Income Fund
JQC
$705M
$1.6K ﹤0.01%
330
– –
SPSC icon
1859
SPS Commerce
SPSC
$2.55B
$1.6K ﹤0.01%
28
+18
+180% +$994
CWH icon
1860
Camping World
CWH
$384M
$1.59K ﹤0.01%
+209
New +$1.51K
FIS icon
1861
Fidelity National Information Services
FIS
$24.2B
$1.59K ﹤0.01%
41
-172
-81% -$7.44K
LOB icon
1862
Live Oak Bancshares
LOB
$1.98B
$1.59K ﹤0.01%
39
-48
-55% -$1.79K
ADEA icon
1863
Adeia
ADEA
$2.55B
$1.58K ﹤0.01%
48
-115
-71% -$3.39K
ATMU icon
1864
Atmus Filtration Technologies
ATMU
$4.12B
$1.58K ﹤0.01%
31
+21
+210% +$1.14K
ZBRA icon
1865
Zebra Technologies
ZBRA
$13.5B
$1.58K ﹤0.01%
6
+1
+20% +$235
ROOT icon
1866
Root
ROOT
$895M
$1.57K ﹤0.01%
+28
New +$1.49K
QCRH icon
1867
QCR Holdings
QCRH
$1.68B
$1.56K ﹤0.01%
+16
New +$1.47K
VRRM icon
1868
Verra Mobility
VRRM
$775M
$1.56K ﹤0.01%
366
+353
+2,715% +$3.73K
WYNN icon
1869
Wynn Resorts
WYNN
$10.3B
$1.55K ﹤0.01%
16
– –
SIBN icon
1870
SI-BONE Inc
SIBN
$818M
$1.55K ﹤0.01%
95
+93
+4,650% +$1.33K
SEZL
1871
Sezzle
SEZL
$5.13B
$1.55K ﹤0.01%
9
– –
SNEX icon
1872
StoneX
SNEX
$8.72B
$1.54K ﹤0.01%
20
– –
PLTK icon
1873
Playtika
PLTK
$1.53B
$1.53K ﹤0.01%
412
+371
+905% +$1.28K
RUSHB icon
1874
Rush Enterprises Class B
RUSHB
$6.14B
$1.53K ﹤0.01%
20
+16
+400% +$1.11K
TMDX icon
1875
Transmedics
TMDX
$2.7B
$1.53K ﹤0.01%
23
+17
+283% +$1.44K
73 74
75
76 77

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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.