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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
BVS icon
1926
Bioventus
BVS
$1.17B
$120 ﹤0.01%
+16
New +$115
MEI icon
1927
Methode Electronics
MEI
$581M
$120 ﹤0.01%
18
-194
-92% -$1.38K
SYM icon
1928
Symbotic
SYM
$5.21B
$119 ﹤0.01%
+2
New +$132
WKC icon
1929
World Kinect Corp
WKC
$1.89B
$118 ﹤0.01%
5
-1
-17% -$25
BXMT icon
1930
Blackstone Mortgage Trust
BXMT
$2.39B
$115 ﹤0.01%
+6
New +$114
ETD icon
1931
Ethan Allen Interiors
ETD
$598M
$115 ﹤0.01%
+5
New +$125
BCBP icon
1932
BCB Bancorp
BCBP
$155M
$113 ﹤0.01%
+14
New +$113
MYE icon
1933
Myers Industries
MYE
$1.25B
$113 ﹤0.01%
+6
New +$107
CNDT icon
1934
Conduent
CNDT
$242M
$112 ﹤0.01%
58
– –
MBC icon
1935
MasterBrand
MBC
$1.84B
$111 ﹤0.01%
10
– –
BCRX icon
1936
BioCryst Pharmaceuticals
BCRX
$2.51B
$110 ﹤0.01%
+14
New +$101
CCSI icon
1937
Consensus Cloud Solutions
CCSI
$678M
$110 ﹤0.01%
+5
New +$123
ADUS icon
1938
Addus HomeCare
ADUS
$2.23B
$108 ﹤0.01%
1
– –
NABL icon
1939
N-able
NABL
$605M
$105 ﹤0.01%
+14
New +$107
HBT icon
1940
HBT Financial
HBT
$1.31B
$104 ﹤0.01%
+4
New +$99
VEL icon
1941
Velocity Financial
VEL
$723M
$104 ﹤0.01%
+5
New +$94
HTH icon
1942
Hilltop Holdings
HTH
$2.22B
$102 ﹤0.01%
+3
New +$101
NIO icon
1943
NIO
NIO
$12.1B
$102 ﹤0.01%
20
– –
CAKE icon
1944
Cheesecake Factory
CAKE
$5.53B
$101 ﹤0.01%
2
-3
-60% -$150
SUPN icon
1945
Supernus Pharmaceuticals
SUPN
$2.74B
$100 ﹤0.01%
2
– –
ACCO icon
1946
Acco Brands
ACCO
$402M
$97 ﹤0.01%
+26
New +$96
NWBI icon
1947
Northwest Bancshares
NWBI
$2.27B
$96 ﹤0.01%
8
– –
CWEN.A
1948
DELISTED
Clearway Energy Class A
CWEN.A
$95 ﹤0.01%
3
– –
THS
1949
DELISTED
Treehouse Foods
THS
$95 ﹤0.01%
+4
New +$87
AVNT icon
1950
Avient
AVNT
$4.19B
$94 ﹤0.01%
3
-7
-70% -$217
76 77
78
79 80

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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.