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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
EVER icon
1901
EverQuote
EVER
$850M
$293 ﹤0.01%
19
-11
-37% -$208
APAM icon
1902
Artisan Partners
APAM
$2.98B
$292 ﹤0.01%
8
+3
+60% +$123
UDMY
1903
DELISTED
Udemy
UDMY
$292 ﹤0.01%
+63
New +$311
FCBC icon
1904
First Community Bankshares
FCBC
$926M
$291 ﹤0.01%
7
– –
ZG icon
1905
Zillow
ZG
$7.46B
$290 ﹤0.01%
7
-4
-36% -$211
SERV
1906
Serve Robotics
SERV
$438M
$287 ﹤0.01%
34
-9
-21% -$97
FISI icon
1907
Financial Institutions
FISI
$825M
$286 ﹤0.01%
+9
New +$290
CRNC icon
1908
Cerence
CRNC
$382M
$284 ﹤0.01%
+45
New +$405
VITL icon
1909
Vital Farms
VITL
$493M
$283 ﹤0.01%
+20
New +$473
PTEN icon
1910
Patterson-UTI
PTEN
$4.22B
$282 ﹤0.01%
26
+17
+189% +$146
INVA icon
1911
Innoviva
INVA
$1.5B
$280 ﹤0.01%
+12
New +$258
FLO icon
1912
Flowers Foods
FLO
$1.5B
$278 ﹤0.01%
34
-4,597
-99% -$46.1K
SD icon
1913
SandRidge Energy
SD
$532M
$278 ﹤0.01%
17
– –
OPRX icon
1914
OptimizeRx
OPRX
$130M
$277 ﹤0.01%
+44
New +$409
HVT icon
1915
Haverty Furniture Companies
HVT
$438M
$276 ﹤0.01%
13
-1
-7% -$24
AZTA icon
1916
Azenta
AZTA
$1.46B
$275 ﹤0.01%
+13
New +$388
PBYI icon
1917
Puma Biotechnology
PBYI
$454M
$275 ﹤0.01%
43
+7
+19% +$45
ENVA icon
1918
Enova International
ENVA
$6.48B
$272 ﹤0.01%
+2
New +$298
SR icon
1919
Spire
SR
$4.87B
$272 ﹤0.01%
3
– –
TIPT icon
1920
Tiptree Inc
TIPT
$668M
$271 ﹤0.01%
16
-13
-45% -$222
WSBF icon
1921
Waterstone Financial
WSBF
$375M
$271 ﹤0.01%
15
+7
+88% +$124
GEF icon
1922
Greif
GEF
$5.02B
$269 ﹤0.01%
4
+1
+33% +$71
PRVA icon
1923
Privia Health
PRVA
$2.75B
$268 ﹤0.01%
+13
New +$293
TALO icon
1924
Talos Energy
TALO
$2.6B
$268 ﹤0.01%
17
+13
+325% +$167
MDXG icon
1925
MiMedx Group
MDXG
$624M
$265 ﹤0.01%
+67
New +$337
75 76
77
78 79

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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.