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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
BILL icon
2151
BILL Holdings
BILL
$4.72B
$688 ﹤0.01%
19
+8
+73% +$295
HP icon
2152
Helmerich & Payne
HP
$3.34B
$688 ﹤0.01%
21
– –
SITC icon
2153
SITE Centers
SITC
$236M
$687 ﹤0.01%
173
-35
-17% -$182
SMBC icon
2154
Southern Missouri Bancorp
SMBC
$862M
$686 ﹤0.01%
9
+1
+13% +$69
ESP icon
2155
Espey Mfg & Electronics Corp
ESP
$170M
$684 ﹤0.01%
10
– –
DORM icon
2156
Dorman Products
DORM
$4.22B
$683 ﹤0.01%
5
– –
BCAX
2157
Bicara Therapeutics
BCAX
$1.7B
$683 ﹤0.01%
+23
New +$513
MIR icon
2158
Mirion Technologies
MIR
$3.63B
$682 ﹤0.01%
38
– –
NVRI icon
2159
Enviri
NVRI
$624M
$681 ﹤0.01%
+31
New +$619
CBLL
2160
CeriBell Inc
CBLL
$673M
$681 ﹤0.01%
35
+32
+1,067% +$607
THO icon
2161
Thor Industries
THO
$4.06B
$677 ﹤0.01%
9
-76
-89% -$5.85K
DXPE icon
2162
DXP Enterprises
DXPE
$2.3B
$675 ﹤0.01%
4
– –
GOGO icon
2163
Gogo Inc
GOGO
$525M
$673 ﹤0.01%
+217
New +$885
ITRN icon
2164
Ituran Location and Control
ITRN
$1.08B
$672 ﹤0.01%
11
– –
LFCR icon
2165
Lifecore Biomedical
LFCR
$162M
$672 ﹤0.01%
128
– –
PRGS icon
2166
Progress Software
PRGS
$1.75B
$672 ﹤0.01%
20
+17
+567% +$503
PRAX icon
2167
Praxis Precision Medicines
PRAX
$8.11B
$670 ﹤0.01%
2
-2
-50% -$633
OMER icon
2168
Omeros
OMER
$845M
$666 ﹤0.01%
+70
New +$833
IWN icon
2169
iShares Russell 2000 Value ETF
IWN
$14.3B
$664 ﹤0.01%
3
– –
STEP icon
2170
StepStone Group
STEP
$3.54B
$662 ﹤0.01%
16
+5
+45% +$247
AVAV icon
2171
AeroVironment
AVAV
$7.19B
$661 ﹤0.01%
4
+3
+300% +$537
FVRR icon
2172
Fiverr
FVRR
$331M
$661 ﹤0.01%
64
– –
IWS icon
2173
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$659 ﹤0.01%
4
– –
OSIS icon
2174
OSI Systems
OSIS
$3.53B
$657 ﹤0.01%
3
– –
PRCT icon
2175
Procept Biorobotics
PRCT
$1.02B
$655 ﹤0.01%
29
+17
+142% +$426
85 86
87
88 89

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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.