SJS Investment Consulting Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$6.39M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.77M |
| 3 |
Vanguard Core Bond ETF
VCRB
|
+$4.33M |
| 4 |
Apple
AAPL
|
+$2.49M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$873K |
| 2 |
Vistra
VST
|
+$372K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$260K |
| 4 |
Meta Platforms (Facebook)
META
|
+$252K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2151
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
| – | – |
-60
| Closed | -$4.66K |
|
2152
Vanguard Real Estate ETF
VNQ
$38.6B
| – | – |
-13
| Closed | -$1.19K |
|
2153
Vanguard S&P 500 Value ETF
VOOV
$6.76B
| – | – |
-25
| Closed | -$4.99K |
|
2154
Vanguard Russell 2000 ETF
VTWO
$17.3B
| – | – |
-98
| Closed | -$9.59K |
|
2155
Walker & Dunlop
WD
$1.49B
| – | – |
-3
| Closed | -$251 |
|
2156
Werner Enterprises
WERN
$2.2B
| – | – |
-5
| Closed | -$132 |
|
2157
Wendy's
WEN
$1.39B
| – | – |
-5,264
| Closed | -$48.2K |
|
2158
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
| – | – |
-108
| Closed | -$11.3K |
|
2159
United Parks & Resorts
PRKS
$2.07B
| – | – |
-6
| Closed | -$311 |
|
|
STKE
2160
Sol Strategies Inc
STKE
$39.6M
| – | – |
-4,125
| Closed | -$17.9K |
|
Similar funds
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.