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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
ARWR icon
2176
Arrowhead Research
ARWR
$12.1B
$653 ﹤0.01%
+8
New +$591
WFRD icon
2177
Weatherford International
WFRD
$5.9B
$652 ﹤0.01%
8
– –
LOVE icon
2178
LoveSac
LOVE
$242M
$651 ﹤0.01%
+39
New +$617
AMX icon
2179
America Movil
AMX
$74.6B
$650 ﹤0.01%
+25
New +$657
OPEN icon
2180
Opendoor
OPEN
$3.54B
$647 ﹤0.01%
+140
New +$670
SPOK icon
2181
Spok Holdings
SPOK
$229M
$646 ﹤0.01%
63
+53
+530% +$577
MPLT
2182
MapLight Therapeutics
MPLT
$681M
$646 ﹤0.01%
+18
New +$518
TLS icon
2183
Telos
TLS
$331M
$644 ﹤0.01%
140
+15
+12% +$66
BKSY icon
2184
BlackSky Technology
BKSY
$843M
$643 ﹤0.01%
+23
New +$831
GME icon
2185
GameStop
GME
$9.8B
$641 ﹤0.01%
29
+16
+123% +$367
INNV icon
2186
InnovAge Holding
INNV
$1.56B
$640 ﹤0.01%
+54
New +$442
ALIT icon
2187
Alight
ALIT
$534M
$634 ﹤0.01%
+57
New +$807
ROCK icon
2188
Gibraltar Industries
ROCK
$1.28B
$632 ﹤0.01%
14
+8
+133% +$313
COOK icon
2189
Traeger
COOK
$165M
$631 ﹤0.01%
+8
New +$416
GLUE icon
2190
Monte Rosa Therapeutics
GLUE
$1.82B
$630 ﹤0.01%
26
+3
+13% +$57
AKBA icon
2191
Akebia Therapeutics
AKBA
$338M
$629 ﹤0.01%
551
+531
+2,655% +$632
KAI icon
2192
Kadant
KAI
$3.58B
$629 ﹤0.01%
2
– –
TBBK icon
2193
The Bancorp
TBBK
$2.81B
$627 ﹤0.01%
10
– –
DYN icon
2194
Dyne Therapeutics
DYN
$4.68B
$622 ﹤0.01%
+28
New +$521
KROS icon
2195
Keros Therapeutics
KROS
$197M
$621 ﹤0.01%
58
+50
+625% +$557
THFF icon
2196
First Financial Corp
THFF
$948M
$620 ﹤0.01%
8
– –
HTFL
2197
Heartflow Inc
HTFL
$2.16B
$617 ﹤0.01%
21
+7
+50% +$210
KRNY icon
2198
Kearny Financial
KRNY
$604M
$615 ﹤0.01%
65
+2
+3% +$16
GRAL
2199
GRAIL Inc
GRAL
$2.72B
$615 ﹤0.01%
9
+6
+200% +$353
HUBG icon
2200
HUB Group
HUBG
$2.92B
$614 ﹤0.01%
14
– –
86 87
88
89 90

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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.