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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
528
Increased
1,514
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EME icon
176
Emcor
EME
$31.4B
$173K 0.02%
209
+1
+0.5% +$846
BMY icon
177
Bristol-Myers Squibb
BMY
$130B
$171K 0.02%
2,963
+118
+4% +$6.78K
IWR icon
178
iShares Russell Mid-Cap ETF
IWR
$56.5B
$170K 0.02%
1,545
-118
-7% -$12.4K
ABNB icon
179
Airbnb
ABNB
$90.9B
$164K 0.02%
1,143
+82
+8% +$11.2K
NHI icon
180
National Health Investors
NHI
$3.81B
$164K 0.02%
2,144
+43
+2% +$3.29K
OKE icon
181
Oneok
OKE
$55.9B
$162K 0.02%
1,866
+395
+27% +$34.8K
BLK icon
182
Blackrock
BLK
$170B
$159K 0.02%
165
+17
+11% +$17.6K
XLF icon
183
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$157K 0.02%
2,936
– –
IEFA icon
184
iShares Core MSCI EAFE ETF
IEFA
$187B
$155K 0.02%
1,603
– –
WEC icon
185
WEC Energy
WEC
$37B
$153K 0.02%
1,313
+347
+36% +$39.6K
UNP icon
186
Union Pacific
UNP
$175B
$153K 0.02%
563
+85
+18% +$22.3K
NOBL icon
187
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$153K 0.02%
2,720
-180
-6% -$9.74K
IWB icon
188
iShares Russell 1000 ETF
IWB
$47.9B
$150K 0.02%
367
– –
MTCH icon
189
Match Group
MTCH
$9.16B
$149K 0.02%
3,914
-139
-3% -$4.93K
ES icon
190
Eversource Energy
ES
$28.4B
$143K 0.02%
1,974
+765
+63% +$53K
ETN icon
191
Eaton
ETN
$150B
$141K 0.02%
332
+21
+7% +$8.47K
PCG icon
192
PG&E
PCG
$39.2B
$137K 0.01%
8,155
-56
-0.7% -$942
MCK icon
193
McKesson
MCK
$104B
$136K 0.01%
180
+8
+5% +$6.34K
FTNT icon
194
Fortinet
FTNT
$110B
$134K 0.01%
875
-277
-24% -$32K
EPS icon
195
WisdomTree US LargeCap Fund
EPS
$1.58B
$134K 0.01%
1,726
– –
APLD icon
196
Applied Digital
APLD
$7.66B
$134K 0.01%
3,598
-884
-20% -$34.1K
ET icon
197
Energy Transfer Partners
ET
$69.5B
$134K 0.01%
6,983
– –
MET icon
198
MetLife
MET
$62.7B
$133K 0.01%
1,566
-123
-7% -$9.92K
DUHP icon
199
Dimensional US High Profitability ETF
DUHP
$12.3B
$132K 0.01%
3,167
– –
PFE icon
200
Pfizer
PFE
$144B
$132K 0.01%
5,482
+420
+8% +$11K
6 7
8
9 10

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 528 new, 1,514 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 528 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.