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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
528
Increased
1,514
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICLR icon
2076
Icon
ICLR
$13.7B
$869 ﹤0.01%
5
+3
+150% +$382
GHM icon
2077
Graham Corp
GHM
$1.03B
$867 ﹤0.01%
7
– –
GXO icon
2078
GXO Logistics
GXO
$5.93B
$862 ﹤0.01%
17
– –
SIG icon
2079
Signet Jewelers
SIG
$3.84B
$862 ﹤0.01%
10
– –
AIR icon
2080
AAR Corp
AIR
$5.4B
$858 ﹤0.01%
6
+1
+20% +$118
EVER icon
2081
EverQuote
EVER
$949M
$857 ﹤0.01%
36
+17
+89% +$312
CVI icon
2082
CVR Energy
CVI
$3.48B
$854 ﹤0.01%
+31
New +$985
BXMT icon
2083
Blackstone Mortgage Trust
BXMT
$2.77B
$848 ﹤0.01%
50
+24
+92% +$448
WTI icon
2084
W&T Offshore
WTI
$525M
$848 ﹤0.01%
+269
New +$998
PLAB icon
2085
Photronics
PLAB
$1.65B
$846 ﹤0.01%
26
-17
-40% -$719
NBHC icon
2086
National Bank Holdings
NBHC
$1.9B
$845 ﹤0.01%
19
– –
CLSK icon
2087
CleanSpark
CLSK
$3.08B
$844 ﹤0.01%
58
+45
+346% +$635
GEF.B icon
2088
Greif Class B
GEF.B
$4.13B
$842 ﹤0.01%
9
+7
+350% +$591
OIS icon
2089
Oil States International
OIS
$466M
$842 ﹤0.01%
105
-6
-5% -$57
BLZE icon
2090
Backblaze
BLZE
$683M
$841 ﹤0.01%
53
+17
+47% +$118
MP icon
2091
MP Materials
MP
$6.78B
$841 ﹤0.01%
15
+3
+25% +$183
SVV icon
2092
Savers
SVV
$1.53B
$838 ﹤0.01%
83
+26
+46% +$225
KNF icon
2093
Knife River
KNF
$4.33B
$837 ﹤0.01%
10
+4
+67% +$331
CERS icon
2094
Cerus
CERS
$575M
$836 ﹤0.01%
286
+258
+921% +$626
MBI icon
2095
MBIA
MBI
$275M
$835 ﹤0.01%
+128
New +$771
NRDS icon
2096
NerdWallet
NRDS
$632M
$833 ﹤0.01%
90
+78
+650% +$730
ADV icon
2097
Advantage Solutions
ADV
$575M
$822 ﹤0.01%
+19
New +$673
AMPL icon
2098
Amplitude
AMPL
$1.18B
$819 ﹤0.01%
107
+81
+312% +$559
ABEV icon
2099
Ambev
ABEV
$47.9B
$817 ﹤0.01%
+260
New +$813
CRNC icon
2100
Cerence
CRNC
$359M
$816 ﹤0.01%
72
+27
+60% +$265
82 83
84
85 86

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 528 new, 1,514 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 528 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.