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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
TFX icon
1851
Teleflex
TFX
$5.93B
$359 ﹤0.01%
3
-18
-86% -$1.98K
KELYA icon
1852
Kelly Services Class A
KELYA
$533M
$354 ﹤0.01%
40
+14
+54% +$133
NATL icon
1853
NCR Atleos
NATL
$3.47B
$349 ﹤0.01%
8
– –
LEU icon
1854
Centrus Energy
LEU
$3.72B
$348 ﹤0.01%
2
– –
CALX icon
1855
Calix
CALX
$2.5B
$343 ﹤0.01%
7
-97
-93% -$5.09K
SAH icon
1856
Sonic Automotive
SAH
$2.57B
$343 ﹤0.01%
5
+3
+150% +$187
GSHD icon
1857
Goosehead Insurance
GSHD
$2.31B
$342 ﹤0.01%
8
+1
+14% +$56
PRM icon
1858
Perimeter Solutions
PRM
$5.8B
$342 ﹤0.01%
14
+8
+133% +$204
HRTX icon
1859
Heron Therapeutics
HRTX
$66M
$341 ﹤0.01%
425
+25
+6% +$29
WGO icon
1860
Winnebago Industries
WGO
$910M
$341 ﹤0.01%
+11
New +$458
HTFL
1861
Heartflow Inc
HTFL
$2.57B
$341 ﹤0.01%
+14
New +$380
LEN.B icon
1862
Lennar Class B
LEN.B
$20.2B
$337 ﹤0.01%
4
+2
+100% +$201
ATRO icon
1863
Astronics
ATRO
$4.4B
$334 ﹤0.01%
6
– –
KYMR icon
1864
Kymera Therapeutics
KYMR
$9.46B
$334 ﹤0.01%
4
-30
-88% -$2.38K
ROAD icon
1865
Construction Partners
ROAD
$6.92B
$334 ﹤0.01%
3
– –
EXTR icon
1866
Extreme Networks
EXTR
$3.22B
$332 ﹤0.01%
22
+21
+2,100% +$313
QTWO icon
1867
Q2 Holdings
QTWO
$3.88B
$332 ﹤0.01%
7
– –
USNA icon
1868
Usana Health Sciences
USNA
$257M
$332 ﹤0.01%
+19
New +$377
WHD icon
1869
Cactus
WHD
$5.83B
$332 ﹤0.01%
7
+3
+75% +$157
ARI
1870
Apollo Commercial Real Estate
ARI
$889M
$328 ﹤0.01%
31
– –
ARLO icon
1871
Arlo Technologies
ARLO
$1.52B
$328 ﹤0.01%
23
+18
+360% +$241
PRK icon
1872
Park National Corp
PRK
$3.72B
$327 ﹤0.01%
2
– –
AMCX icon
1873
AMC Global Media
AMCX
$492M
$326 ﹤0.01%
+48
New +$374
MLYS icon
1874
Mineralys Therapeutics
MLYS
$2.39B
$326 ﹤0.01%
+12
New +$352
AVPT icon
1875
AvePoint
AVPT
$2.75B
$324 ﹤0.01%
34
+15
+79% +$169
73 74
75
76 77

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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.