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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
+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
GSAT icon
2101
Globalstar
GSAT
$10.1B
$813 ﹤0.01%
10
– –
HCC icon
2102
Warrior Met Coal
HCC
$4.17B
$812 ﹤0.01%
10
– –
SMTC icon
2103
Semtech
SMTC
$9.65B
$810 ﹤0.01%
5
– –
VSTM icon
2104
Verastem
VSTM
$528M
$810 ﹤0.01%
+212
New +$1.03K
DBI icon
2105
Designer Brands
DBI
$315M
$803 ﹤0.01%
138
+1
+0.7% +$7
ASO icon
2106
Academy Sports + Outdoors
ASO
$3.04B
$802 ﹤0.01%
17
– –
UNF icon
2107
Unifirst Corp
UNF
$5.45B
$794 ﹤0.01%
3
– –
TSLX icon
2108
Sixth Street Specialty
TSLX
$1.67B
$792 ﹤0.01%
46
+1
+2% +$18
BROS icon
2109
Dutch Bros
BROS
$8.86B
$790 ﹤0.01%
11
– –
BETA
2110
Beta Technologies Inc
BETA
$3.91B
$788 ﹤0.01%
47
+38
+422% +$633
IBTA icon
2111
Ibotta
IBTA
$618M
$787 ﹤0.01%
23
+2
+10% +$67
TTAM
2112
Titan America SA
TTAM
$2.94B
$784 ﹤0.01%
42
+40
+2,000% +$657
RRR icon
2113
Red Rock Resorts
RRR
$3.84B
$781 ﹤0.01%
+12
New +$683
PUBM icon
2114
PubMatic
PUBM
$608M
$775 ﹤0.01%
59
+39
+195% +$405
KELYA icon
2115
Kelly Services Class A
KELYA
$548M
$774 ﹤0.01%
63
+23
+58% +$239
HY icon
2116
Hyster-Yale Materials Handling
HY
$576M
$772 ﹤0.01%
22
+20
+1,000% +$727
SHOE
2117
Shoe Station Group
SHOE
$424M
$772 ﹤0.01%
52
+26
+100% +$444
SPT icon
2118
Sprout Social
SPT
$530M
$771 ﹤0.01%
102
+87
+580% +$566
CWCO icon
2119
Consolidated Water Co
CWCO
$472M
$767 ﹤0.01%
26
+3
+13% +$94
CDP icon
2120
COPT Defense Properties
CDP
$4.32B
$765 ﹤0.01%
+21
New +$683
CNK icon
2121
Cinemark Holdings
CNK
$4.07B
$762 ﹤0.01%
24
– –
WGS icon
2122
GeneDx Holdings
WGS
$1.89B
$756 ﹤0.01%
+11
New +$625
ETH
2123
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$752 ﹤0.01%
50
-23,320
-100% -$455K
THRY icon
2124
Thryv Holdings
THRY
$184M
$749 ﹤0.01%
190
+165
+660% +$587
HNST icon
2125
The Honest Company
HNST
$412M
$747 ﹤0.01%
204
+38
+23% +$128
83 84
85
86 87

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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.