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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
-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
BLK icon
176
Blackrock
BLK
$175B
$142K 0.02%
148
-70
-32% -$73.6K
PFE icon
177
Pfizer
PFE
$154B
$142K 0.02%
5,062
+147
+3% +$3.91K
FIX icon
178
Comfort Systems
FIX
$58.9B
$138K 0.02%
100
+28
+39% +$35.5K
TNXP icon
179
Tonix Pharmaceuticals
TNXP
$201M
$138K 0.02%
+10,004
New +$154K
COP icon
180
ConocoPhillips
COP
$148B
$137K 0.02%
1,039
-41
-4% -$4.54K
LHX icon
181
L3Harris
LHX
$54B
$137K 0.02%
397
-318
-44% -$111K
ET icon
182
Energy Transfer Partners
ET
$70.9B
$135K 0.02%
6,983
– –
ED icon
183
Consolidated Edison
ED
$39.3B
$134K 0.02%
1,188
+7
+0.6% +$758
ABNB icon
184
Airbnb
ABNB
$111B
$134K 0.02%
1,061
+259
+32% +$33.7K
SNDK
185
Sandisk
SNDK
$181B
$133K 0.02%
210
+172
+453% +$97.2K
OKE icon
186
Oneok
OKE
$56.9B
$133K 0.02%
1,471
+34
+2% +$2.8K
IWB icon
187
iShares Russell 1000 ETF
IWB
$50.2B
$131K 0.02%
367
– –
PANW icon
188
Palo Alto Networks
PANW
$314B
$127K 0.02%
795
+57
+8% +$9.58K
VIG icon
189
Vanguard Dividend Appreciation ETF
VIG
$114B
$126K 0.02%
586
– –
MTCH icon
190
Match Group
MTCH
$8.43B
$124K 0.02%
4,053
+785
+24% +$24.5K
DUK icon
191
Duke Energy
DUK
$94.5B
$124K 0.02%
949
+153
+19% +$19.1K
NOW icon
192
ServiceNow
NOW
$132B
$123K 0.02%
1,175
+420
+56% +$49.4K
XLC icon
193
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$122K 0.01%
1,101
-45
-4% -$5.21K
DY icon
194
Dycom Industries
DY
$12B
$122K 0.01%
360
+1
+0.3% +$376
NKE icon
195
Nike
NKE
$62.5B
$122K 0.01%
2,300
-129
-5% -$7.82K
JBHT icon
196
JB Hunt Transport Services
JBHT
$25B
$121K 0.01%
570
+85
+18% +$18.1K
CEG icon
197
Constellation Energy
CEG
$95.8B
$120K 0.01%
430
+11
+3% +$3.34K
MET icon
198
MetLife
MET
$61.7B
$119K 0.01%
1,689
+322
+24% +$24.1K
EPS icon
199
WisdomTree US LargeCap Fund
EPS
$1.65B
$118K 0.01%
1,726
– –
DUHP icon
200
Dimensional US High Profitability ETF
DUHP
$12.7B
$116K 0.01%
3,167
+322
+11% +$12.3K
6 7
8
9 10

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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.