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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
PGY icon
2026
Pagaya Technologies
PGY
$1.77B
$164 ﹤0.01%
+14
New +$221
PUBM icon
2027
PubMatic
PUBM
$804M
$164 ﹤0.01%
+20
New +$154
EFSC icon
2028
Enterprise Financial Services Corp
EFSC
$2.4B
$163 ﹤0.01%
3
– –
BHC icon
2029
Bausch Health
BHC
$2.33B
$162 ﹤0.01%
30
– –
CBZ icon
2030
CBIZ
CBZ
$2.96B
$162 ﹤0.01%
6
+5
+500% +$176
GOLD
2031
Gold.com Inc
GOLD
$1.26B
$161 ﹤0.01%
+4
New +$196
IBEX icon
2032
IBEX
IBEX
$491M
$161 ﹤0.01%
6
-2
-25% -$65
ENOV icon
2033
Enovis
ENOV
$1.42B
$160 ﹤0.01%
7
-316
-98% -$7.47K
RGNX icon
2034
Regenxbio
RGNX
$703M
$160 ﹤0.01%
19
-33
-63% -$347
CPRI icon
2035
Capri Holdings
CPRI
$1.77B
$159 ﹤0.01%
+9
New +$190
CLBK icon
2036
Columbia Financial
CLBK
$1.15B
$158 ﹤0.01%
9
– –
CRCT icon
2037
Cricut
CRCT
$1.25B
$158 ﹤0.01%
42
-8
-16% -$35
CWEN.A
2038
DELISTED
Clearway Energy Class A
CWEN.A
$157 ﹤0.01%
4
+1
+33% +$36
AMTM
2039
Amentum Holdings
AMTM
$5.48B
$157 ﹤0.01%
6
-9
-60% -$282
GRAL
2040
GRAIL Inc
GRAL
$3.37B
$156 ﹤0.01%
3
– –
HCI icon
2041
HCI Group
HCI
$2.29B
$155 ﹤0.01%
1
-3
-75% -$491
ORBS
2042
Eightco Holdings
ORBS
$289M
$155 ﹤0.01%
+166
New +$212
INDV icon
2043
Indivior Pharmaceuticals
INDV
$4.54B
$153 ﹤0.01%
5
-33
-87% -$1.09K
MBWM icon
2044
Mercantile Bank Corp
MBWM
$1.05B
$152 ﹤0.01%
3
– –
MKC.V icon
2045
McCormick & Company Voting
MKC.V
$14.2B
$152 ﹤0.01%
3
– –
MRBK icon
2046
Meridian
MRBK
$236M
$152 ﹤0.01%
8
– –
SENEA icon
2047
Seneca Foods Class A
SENEA
$1.25B
$152 ﹤0.01%
+1
New +$129
BKTI icon
2048
BK Technologies
BKTI
$290M
$150 ﹤0.01%
2
– –
OM icon
2049
Outset Medical
OM
$90.6M
$150 ﹤0.01%
+39
New +$160
CRGY icon
2050
Crescent Energy
CRGY
$4.1B
$149 ﹤0.01%
11
-4
-27% -$42
80 81
82
83 84

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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.