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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
JAZZ icon
176
Jazz Pharmaceuticals
JAZZ
$16.7B
$129K 0.02%
757
– –
PRF icon
177
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$126K 0.02%
2,685
+1,525
+131% +$70.2K
NOBL icon
178
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$125K 0.02%
2,400
-600
-20% -$31K
PFE icon
179
Pfizer
PFE
$155B
$122K 0.02%
4,915
+61
+1% +$1.54K
EPS icon
180
WisdomTree US LargeCap Fund
EPS
$1.65B
$122K 0.02%
1,726
– –
SPSB icon
181
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$122K 0.02%
4,029
+1,919
+91% +$58K
DY icon
182
Dycom Industries
DY
$12.1B
$121K 0.02%
359
– –
RTX icon
183
RTX Corp
RTX
$303B
$120K 0.02%
654
+53
+9% +$9.21K
MA icon
184
Mastercard
MA
$493B
$120K 0.02%
210
+36
+21% +$20.1K
AMT icon
185
American Tower
AMT
$78.9B
$118K 0.02%
674
-37
-5% -$6.73K
ED icon
186
Consolidated Edison
ED
$39.4B
$117K 0.01%
1,181
+13
+1% +$1.29K
NOW icon
187
ServiceNow
NOW
$131B
$116K 0.01%
755
+275
+57% +$47.2K
DERM icon
188
Journey Medical
DERM
$174M
$116K 0.01%
15,000
– –
ET icon
189
Energy Transfer Partners
ET
$70.7B
$115K 0.01%
6,983
– –
BMY icon
190
Bristol-Myers Squibb
BMY
$133B
$114K 0.01%
2,106
+1,275
+153% +$61.3K
QUAL icon
191
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$113K 0.01%
571
-112
-16% -$22K
TJX icon
192
TJX Companies
TJX
$177B
$111K 0.01%
723
+218
+43% +$32.2K
CMCSA icon
193
Comcast
CMCSA
$88.9B
$111K 0.01%
3,702
+916
+33% +$26.1K
FDS icon
194
Factset
FDS
$10.2B
$110K 0.01%
378
+103
+37% +$28.9K
ABNB icon
195
Airbnb
ABNB
$109B
$109K 0.01%
802
+410
+105% +$51.1K
COF icon
196
Capital One
COF
$134B
$109K 0.01%
448
+203
+83% +$45.2K
MDT icon
197
Medtronic
MDT
$114B
$109K 0.01%
1,130
+102
+10% +$9.91K
GS icon
198
Goldman Sachs
GS
$301B
$108K 0.01%
123
+22
+22% +$18K
STN icon
199
Stantec
STN
$8.36B
$108K 0.01%
1,147
+27
+2% +$2.78K
DUHP icon
200
Dimensional US High Profitability ETF
DUHP
$12.7B
$108K 0.01%
2,845
– –
6 7
8
9 10

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KI
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SOCM
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GFG
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PTC
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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.