We are live on ! Find out more
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
OTTR icon
1926
Otter Tail
OTTR
$3.9B
$264 ﹤0.01%
3
– –
CSW
1927
CSW Industrials
CSW
$5.72B
$261 ﹤0.01%
1
– –
RUSHB icon
1928
Rush Enterprises Class B
RUSHB
$9.2B
$258 ﹤0.01%
4
+1
+33% +$62
VCYT icon
1929
Veracyte
VCYT
$3.67B
$258 ﹤0.01%
8
+2
+33% +$74
CON
1930
Concentra Group Holdings
CON
$4.33B
$258 ﹤0.01%
12
– –
HMN icon
1931
Horace Mann Educators
HMN
$2.1B
$257 ﹤0.01%
6
– –
JBTM
1932
JBT Marel
JBTM
$6.19B
$256 ﹤0.01%
2
– –
SONO icon
1933
Sonos
SONO
$1.86B
$255 ﹤0.01%
19
+14
+280% +$212
CPS icon
1934
Cooper-Standard Automotive
CPS
$490M
$251 ﹤0.01%
9
+1
+13% +$33
KRRO icon
1935
Korro Bio
KRRO
$195M
$250 ﹤0.01%
+22
New +$242
SDGR icon
1936
Schrodinger
SDGR
$1.38B
$250 ﹤0.01%
+22
New +$304
RXO icon
1937
RXO
RXO
$3.74B
$249 ﹤0.01%
+17
New +$249
TTI icon
1938
TETRA Technologies
TTI
$1.29B
$248 ﹤0.01%
29
– –
QDEL icon
1939
QuidelOrtho
QDEL
$1B
$247 ﹤0.01%
+15
New +$368
BSY icon
1940
Bentley Systems
BSY
$10.9B
$246 ﹤0.01%
7
-19
-73% -$698
IDT icon
1941
IDT Corp
IDT
$1.61B
$246 ﹤0.01%
+5
New +$247
CXT icon
1942
Crane NXT
CXT
$2.96B
$244 ﹤0.01%
6
– –
SNAP icon
1943
Snap
SNAP
$8.98B
$244 ﹤0.01%
53
-2,802
-98% -$16.5K
DOC icon
1944
Healthpeak Properties
DOC
$14.3B
$243 ﹤0.01%
15
– –
ROCK icon
1945
Gibraltar Industries
ROCK
$1.45B
$240 ﹤0.01%
6
+3
+100% +$145
BEPC icon
1946
Brookfield Renewable
BEPC
$6.43B
$239 ﹤0.01%
6
– –
TFIN icon
1947
Triumph Financial Inc
TFIN
$1.84B
$239 ﹤0.01%
+4
New +$250
ATKR icon
1948
Atkore
ATKR
$3.17B
$236 ﹤0.01%
4
+1
+33% +$65
FBP icon
1949
First Bancorp
FBP
$4.46B
$235 ﹤0.01%
+11
New +$237
SCHL icon
1950
Scholastic
SCHL
$787M
$235 ﹤0.01%
+6
New +$207
76 77
78
79 80

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return

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.