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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
+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
GRNT icon
2201
Granite Ridge Resources
GRNT
$621M
$613 ﹤0.01%
139
+3
+2% +$16
NMAX
2202
Newsmax Inc
NMAX
$987M
$613 ﹤0.01%
74
+67
+957% +$481
TRAX
2203
First Tracks Biotherapeutics
TRAX
$1.46B
$604 ﹤0.01%
+30
New +$561
ASIC
2204
Ategrity Specialty Insurance
ASIC
$1.18B
$601 ﹤0.01%
+25
New +$513
ANGO icon
2205
AngioDynamics
ANGO
$605M
$599 ﹤0.01%
46
+29
+171% +$330
RLAY icon
2206
Relay Therapeutics
RLAY
$4B
$599 ﹤0.01%
+32
New +$465
WEAV icon
2207
Weave Communications
WEAV
$553M
$599 ﹤0.01%
100
+60
+150% +$327
NXDR
2208
Nextdoor Holdings
NXDR
$885M
$598 ﹤0.01%
263
+182
+225% +$340
CYTK icon
2209
Cytokinetics
CYTK
$10.6B
$597 ﹤0.01%
7
+5
+250% +$359
DHT icon
2210
DHT Holdings
DHT
$2.99B
$596 ﹤0.01%
36
+15
+71% +$268
SXC icon
2211
SunCoke Energy
SXC
$794M
$596 ﹤0.01%
+74
New +$572
GT icon
2212
Goodyear
GT
$2.09B
$594 ﹤0.01%
90
-1,038
-92% -$6.68K
COHU icon
2213
Cohu
COHU
$1.86B
$592 ﹤0.01%
+8
New +$400
EVEX icon
2214
Eve Holding
EVEX
$777M
$590 ﹤0.01%
235
+202
+612% +$582
LMND icon
2215
Lemonade
LMND
$3.66B
$586 ﹤0.01%
+9
New +$526
SHLS icon
2216
Shoals Technologies Group
SHLS
$1.33B
$585 ﹤0.01%
+59
New +$536
TYL icon
2217
Tyler Technologies
TYL
$13.7B
$585 ﹤0.01%
2
-1
-33% -$316
CNXN icon
2218
PC Connection
CNXN
$2.09B
$584 ﹤0.01%
8
– –
KTB icon
2219
Kontoor Brands
KTB
$4.71B
$584 ﹤0.01%
7
– –
GIB icon
2220
CGI
GIB
$15.4B
$582 ﹤0.01%
+9
New +$614
HNGE
2221
Hinge Health
HNGE
$5.73B
$581 ﹤0.01%
+7
New +$380
VUZI icon
2222
Vuzix
VUZI
$178M
$580 ﹤0.01%
+200
New +$630
USNA icon
2223
Usana Health Sciences
USNA
$419M
$577 ﹤0.01%
27
+8
+42% +$150
LGCY
2224
Legacy Education Inc
LGCY
$155M
$577 ﹤0.01%
49
– –
SMR icon
2225
NuScale Power
SMR
$2.63B
$572 ﹤0.01%
+57
New +$643
87 88
89
90 91

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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.