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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
AMC icon
2101
AMC Entertainment Holdings
AMC
$2.14B
$122 ﹤0.01%
+124
New +$160
MITK icon
2102
Mitek Systems
MITK
$836M
$122 ﹤0.01%
9
+6
+200% +$74
TMCI icon
2103
Treace Medical Concepts
TMCI
$308M
$122 ﹤0.01%
+91
New +$181
CORT icon
2104
Corcept Therapeutics
CORT
$12.1B
$121 ﹤0.01%
3
-20
-87% -$748
NIO icon
2105
NIO
NIO
$11.6B
$121 ﹤0.01%
20
– –
BZAI
2106
Blaize Holdings
BZAI
$155M
$119 ﹤0.01%
+65
New +$96
ALLO icon
2107
Allogene Therapeutics
ALLO
$732M
$118 ﹤0.01%
48
+40
+500% +$80
CWBC
2108
Community West Bancshares
CWBC
$691M
$117 ﹤0.01%
5
+2
+67% +$47
RZLT icon
2109
Rezolute
RZLT
$445M
$116 ﹤0.01%
38
+33
+660% +$99
OLPX
2110
DELISTED
Olaplex Holdings
OLPX
$115 ﹤0.01%
56
+43
+331% +$66
LOAR icon
2111
Loar Holdings
LOAR
$6.83B
$115 ﹤0.01%
2
-59
-97% -$3.98K
DEI icon
2112
Douglas Emmett
DEI
$1.92B
$114 ﹤0.01%
+12
New +$123
NXDR
2113
Nextdoor Holdings
NXDR
$1.03B
$114 ﹤0.01%
+81
New +$141
PKBK icon
2114
Parke Bancorp
PKBK
$406M
$114 ﹤0.01%
4
+1
+33% +$27
PLTK icon
2115
Playtika
PLTK
$1.02B
$114 ﹤0.01%
41
-19
-32% -$62
MNRO icon
2116
Monro
MNRO
$365M
$113 ﹤0.01%
+7
New +$136
GLIBK
2117
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$995M
$112 ﹤0.01%
3
+1
+50% +$38
AAT
2118
American Assets Trust
AAT
$1.37B
$111 ﹤0.01%
+6
New +$112
CLSK icon
2119
CleanSpark
CLSK
$2.96B
$111 ﹤0.01%
13
+4
+44% +$43
CDXS icon
2120
Codexis
CDXS
$159M
$110 ﹤0.01%
+67
New +$96
SPOK icon
2121
Spok Holdings
SPOK
$239M
$109 ﹤0.01%
+10
New +$127
AAMI
2122
Acadian Asset Management
AAMI
$3.25B
$109 ﹤0.01%
2
– –
HTH icon
2123
Hilltop Holdings
HTH
$2.24B
$108 ﹤0.01%
3
– –
HBT icon
2124
HBT Financial
HBT
$1.32B
$107 ﹤0.01%
4
– –
SLP icon
2125
Simulations Plus
SLP
$370M
$107 ﹤0.01%
+9
New +$133
83 84
85
86 87

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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.