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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
176
Palo Alto Networks
PANW
$297B
$55.3K 0.01%
270
-108
-29% -$20.1K
MELI icon
177
Mercado Libre
MELI
$92.3B
$54.9K 0.01%
21
– –
LRCX icon
178
Lam Research
LRCX
$390B
$54.7K 0.01%
562
-40
-7% -$3.17K
ETN icon
179
Eaton
ETN
$174B
$53.5K 0.01%
150
-21
-12% -$6.47K
ONEQ icon
180
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$52.9K 0.01%
660
– –
DELL icon
181
Dell
DELL
$293B
$52.6K 0.01%
429
-5
-1% -$511
NEA icon
182
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
$51.5K 0.01%
4,716
+92
+2% +$997
LOW icon
183
Lowe's Companies
LOW
$125B
$50.8K 0.01%
229
-64
-22% -$14.3K
PRF icon
184
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$50.1K 0.01%
1,185
– –
SCHC icon
185
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$50.1K 0.01%
1,176
– –
UVXY icon
186
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$293M
$49.8K 0.01%
531
+75
+16% +$9.94K
WM icon
187
Waste Management
WM
$91B
$49.7K 0.01%
217
-12
-5% -$2.78K
VZ icon
188
Verizon
VZ
$196B
$49.4K 0.01%
1,142
-956
-46% -$41.4K
NOW icon
189
ServiceNow
NOW
$129B
$49.3K 0.01%
240
-50
-17% -$9.43K
GS icon
190
Goldman Sachs
GS
$303B
$47.6K 0.01%
67
-9
-12% -$5.21K
MSTR icon
191
Strategy Inc
MSTR
$38.4B
$47.3K 0.01%
117
+24
+26% +$8.74K
VYM icon
192
Vanguard High Dividend Yield ETF
VYM
$83.5B
$46.8K 0.01%
351
-7
-2% -$887
FSK icon
193
FS KKR Capital
FSK
$3.44B
$46.4K 0.01%
2,238
-1,181
-35% -$24.1K
BMY icon
194
Bristol-Myers Squibb
BMY
$132B
$46.2K 0.01%
998
-43
-4% -$2.11K
IAU icon
195
iShares Gold Trust
IAU
$64.4B
$44.4K 0.01%
712
– –
DASH icon
196
DoorDash
DASH
$93.7B
$44.4K 0.01%
180
-10
-5% -$2.01K
LUMN icon
197
Lumen
LUMN
$6.44B
$44K 0.01%
10,055
-42
-0.4% -$163
QCOM icon
198
Qualcomm
QCOM
$176B
$43K 0.01%
270
+150
+125% +$22.1K
VMC icon
199
Vulcan Materials
VMC
$36.9B
$42.4K 0.01%
163
-3
-2% -$771
EIM
200
Eaton Vance Municipal Bond Fund
EIM
$499M
$41.9K 0.01%
4,335
+68
+2% +$657
6 7
8
9 10

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.