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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALG icon
1851
Alamo Group
ALG
$2.06B
$168 ﹤0.01%
1
– –
ALAB icon
1852
Astera Labs
ALAB
$55B
$167 ﹤0.01%
+1
New +$167
AIR icon
1853
AAR Corp
AIR
$5.74B
$166 ﹤0.01%
2
– –
LEVI icon
1854
Levi Strauss
LEVI
$9.09B
$166 ﹤0.01%
8
– –
PRM icon
1855
Perimeter Solutions
PRM
$5.65B
$166 ﹤0.01%
+6
New +$152
MOV icon
1856
Movado Group
MOV
$817M
$165 ﹤0.01%
+8
New +$156
VRTS icon
1857
Virtus Investment Partners
VRTS
$1.11B
$164 ﹤0.01%
+1
New +$169
VYX icon
1858
NCR Voyix
VYX
$1.09B
$164 ﹤0.01%
16
– –
EFSC icon
1859
Enterprise Financial Services Corp
EFSC
$2.38B
$162 ﹤0.01%
3
– –
MSGE icon
1860
Madison Square Garden
MSGE
$3.69B
$162 ﹤0.01%
3
– –
CRSR icon
1861
Corsair Gaming
CRSR
$1.48B
$161 ﹤0.01%
+27
New +$188
AD
1862
Array Digital Infrastructure
AD
$3.03B
$161 ﹤0.01%
3
– –
ALRS icon
1863
Alerus Financial
ALRS
$827M
$158 ﹤0.01%
+7
New +$153
EGHT icon
1864
8x8 Inc
EGHT
$324M
$158 ﹤0.01%
+80
New +$157
ITGR icon
1865
Integer Holdings
ITGR
$4.25B
$157 ﹤0.01%
2
-3
-60% -$239
MLAB icon
1866
Mesa Laboratories
MLAB
$569M
$157 ﹤0.01%
+2
New +$152
FMBH icon
1867
First Mid Bancshares
FMBH
$1.36B
$156 ﹤0.01%
+4
New +$152
FTRE icon
1868
Fortrea Holdings
FTRE
$1.81B
$156 ﹤0.01%
+9
New +$111
EEFT icon
1869
Euronet Worldwide
EEFT
$2.65B
$153 ﹤0.01%
2
-1
-33% -$78
FNKO icon
1870
Funko
FNKO
$347M
$153 ﹤0.01%
+45
New +$141
RIOT icon
1871
Riot Platforms
RIOT
$7.34B
$153 ﹤0.01%
12
– –
PRLB icon
1872
Protolabs
PRLB
$2.14B
$152 ﹤0.01%
+3
New +$153
VAL icon
1873
Valaris
VAL
$5.94B
$152 ﹤0.01%
3
– –
TGLS icon
1874
Tecnoglass Holdings Inc.
TGLS
$1.84B
$151 ﹤0.01%
3
-1
-25% -$55
ARDT
1875
Ardent Health
ARDT
$1.59B
$151 ﹤0.01%
+17
New +$197
73 74
75
76 77

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CFA
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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.