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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
-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
SUPN icon
1976
Supernus Pharmaceuticals
SUPN
$2.76B
$207 ﹤0.01%
4
+2
+100% +$102
WMK icon
1977
Weis Markets
WMK
$1.77B
$206 ﹤0.01%
3
+1
+50% +$68
BBSI icon
1978
Barrett Business Services
BBSI
$750M
$205 ﹤0.01%
+7
New +$231
OGIG icon
1979
ALPS O'Shares Global Internet Giants ETF
OGIG
$112M
$205 ﹤0.01%
5
– –
TTD icon
1980
Trade Desk
TTD
$6.26B
$205 ﹤0.01%
9
-1,025
-99% -$29.6K
PAY icon
1981
Paymentus
PAY
$4.99B
$204 ﹤0.01%
+8
New +$210
VTEX icon
1982
VTEX
VTEX
$636M
$204 ﹤0.01%
+51
New +$178
NSIT icon
1983
Insight Enterprises
NSIT
$4.43B
$202 ﹤0.01%
+3
New +$245
OMDA
1984
Omada Health Inc
OMDA
$1.44B
$202 ﹤0.01%
+16
New +$221
EEFT icon
1985
Euronet Worldwide
EEFT
$2.58B
$200 ﹤0.01%
3
+1
+50% +$72
LGND icon
1986
Ligand Pharmaceuticals
LGND
$5.82B
$200 ﹤0.01%
+1
New +$198
LGIH icon
1987
LGI Homes
LGIH
$1.32B
$198 ﹤0.01%
5
-127
-96% -$6.19K
ANGO icon
1988
AngioDynamics
ANGO
$644M
$194 ﹤0.01%
17
-16
-48% -$173
CERT icon
1989
Certara
CERT
$1.22B
$194 ﹤0.01%
34
-1,131
-97% -$8.63K
IRMD icon
1990
iRadimed
IRMD
$1.14B
$193 ﹤0.01%
2
– –
LZ icon
1991
LegalZoom.com
LZ
$918M
$193 ﹤0.01%
34
-77
-69% -$584
XRX icon
1992
Xerox
XRX
$414M
$192 ﹤0.01%
148
+31
+26% +$61
AVXL icon
1993
Anavex Life Sciences
AVXL
$323M
$191 ﹤0.01%
+62
New +$269
MYE icon
1994
Myers Industries
MYE
$1.22B
$191 ﹤0.01%
9
+3
+50% +$63
ADUS icon
1995
Addus HomeCare
ADUS
$2.19B
$188 ﹤0.01%
2
+1
+100% +$106
VNOM icon
1996
Viper Energy
VNOM
$15.3B
$188 ﹤0.01%
+4
New +$171
OFLX icon
1997
Omega Flex
OFLX
$303M
$187 ﹤0.01%
6
+5
+500% +$164
VRRM icon
1998
Verra Mobility
VRRM
$722M
$186 ﹤0.01%
13
-4
-24% -$73
WEAV icon
1999
Weave Communications
WEAV
$396M
$185 ﹤0.01%
+40
New +$233
AVAV icon
2000
AeroVironment
AVAV
$9.79B
$184 ﹤0.01%
1
– –
78 79
80
81 82

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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.