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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
201
McKesson
MCK
$101B
$41K 0.01%
56
-2
-3% -$1.41K
MA icon
202
Mastercard
MA
$493B
$41K 0.01%
73
-60
-45% -$33.2K
IYW icon
203
iShares US Technology ETF
IYW
$25.5B
$40.7K 0.01%
+235
New +$35.6K
TRV icon
204
Travelers Companies
TRV
$80.2B
$40.4K 0.01%
151
-13
-8% -$3.43K
RTX icon
205
RTX Corp
RTX
$301B
$40K 0.01%
274
-42
-13% -$5.6K
ED icon
206
Consolidated Edison
ED
$39.9B
$39.2K 0.01%
391
+369
+1,677% +$39.1K
GSEW icon
207
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
$38.8K 0.01%
476
– –
BJ icon
208
BJs Wholesale Club
BJ
$12.3B
$38.6K 0.01%
358
-9
-2% -$1.02K
QXO
209
QXO Inc
QXO
$17.4B
$37.1K 0.01%
1,723
– –
VRTX icon
210
Vertex Pharmaceuticals
VRTX
$126B
$37K 0.01%
83
-12
-13% -$5.53K
TMO icon
211
Thermo Fisher Scientific
TMO
$220B
$36.9K 0.01%
91
-11
-11% -$4.6K
LIN icon
212
Linde
LIN
$226B
$36.3K 0.01%
77
-9
-10% -$4.11K
AJG icon
213
Arthur J. Gallagher & Co
AJG
$63.6B
$36.2K 0.01%
113
-7
-6% -$2.31K
BSCP
214
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$35.9K 0.01%
1,736
– –
CVNA icon
215
Carvana
CVNA
$77.9B
$35.7K 0.01%
530
+480
+960% +$26.3K
IWD icon
216
iShares Russell 1000 Value ETF
IWD
$83.9B
$35.5K 0.01%
183
– –
KMI icon
217
Kinder Morgan
KMI
$68.7B
$35.4K 0.01%
1,204
-349
-22% -$9.58K
FAST icon
218
Fastenal
FAST
$59.5B
$35.4K 0.01%
842
-62
-7% -$2.52K
VDE icon
219
Vanguard Energy ETF
VDE
$9.84B
$34.5K 0.01%
290
– –
DE icon
220
Deere & Co
DE
$168B
$33.1K 0.01%
65
-9
-12% -$4.41K
IJS icon
221
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$33K 0.01%
332
– –
IAUM icon
222
iShares Gold Trust Micro
IAUM
$6.87B
$33K 0.01%
1,000
– –
SPYG icon
223
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$32.3K 0.01%
339
– –
TRU icon
224
TransUnion
TRU
$15.3B
$31.9K 0.01%
362
-4
-1% -$334
ARKK icon
225
ARK Innovation ETF
ARKK
$6.29B
$31.7K 0.01%
451
+441
+4,410% +$24.3K
7 8
9
10 11

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.