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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAN icon
2126
ManpowerGroup
MAN
$2.63B
– –
-1,242
Closed -$47.1K
MBLY icon
2127
Mobileye
MBLY
$2.21B
– –
-10
Closed -$142
MGRM
2128
DELISTED
Monogram Orthopaedics
MGRM
– –
-334
Closed -$1.96K
MMI icon
2129
Marcus & Millichap
MMI
$1.16B
– –
-1
Closed -$30
NSIT icon
2130
Insight Enterprises
NSIT
$4.54B
– –
-5
Closed -$568
NVGS icon
2131
Navigator Holdings
NVGS
$1.25B
– –
-244
Closed -$3.78K
OBDC icon
2132
Blue Owl Capital
OBDC
$5.7B
– –
-787
Closed -$10.1K
OEF icon
2133
iShares S&P 100 ETF
OEF
$20.5B
– –
-50
Closed -$16.6K
OLN icon
2134
Olin
OLN
$2.15B
– –
-1,966
Closed -$49.1K
PAY icon
2135
Paymentus
PAY
$4.91B
– –
-1
Closed -$31
PAYO icon
2136
Payoneer
PAYO
$2.4B
– –
-19
Closed -$115
PINC
2137
DELISTED
Premier
PINC
– –
-11
Closed -$306
RH icon
2138
RH
RH
$3.47B
– –
-3
Closed -$610
SAM icon
2139
Boston Beer
SAM
$1.86B
– –
-1
Closed -$212
SEDG icon
2140
SolarEdge
SEDG
$1.98B
– –
-249
Closed -$9.21K
SGOV icon
2141
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
– –
-220
Closed -$22.2K
BNKK
2142
Bonk Inc
BNKK
$8.48M
– –
-125
Closed -$1.18K
SM icon
2143
SM Energy
SM
$7.55B
– –
-146
Closed -$3.65K
SPR
2144
DELISTED
Spirit AeroSystems
SPR
– –
-5
Closed -$193
TFIN icon
2145
Triumph Financial Inc
TFIN
$1.8B
– –
-1
Closed -$51
TNC icon
2146
Tennant Co
TNC
$1.18B
– –
-2
Closed -$163
UCO icon
2147
ProShares Ultra Bloomberg Crude Oil
UCO
$428M
– –
-40
Closed -$900
USIG icon
2148
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-133
Closed -$6.95K
UTZ icon
2149
Utz Brands
UTZ
$1.25B
– –
-3
Closed -$37
UVXY icon
2150
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$293M
– –
-622
Closed -$32.4K
83 84 85
86
87

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TCM
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KI
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SOCM
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GFG
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PTC
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CFA
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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.