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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBNX
2226
Beta Bionics
BBNX
$793M
$61 ﹤0.01%
+6
New +$89
LEG icon
2227
Leggett & Platt
LEG
$1.3B
$60 ﹤0.01%
6
-468
-99% -$5.34K
ORGO icon
2228
Organogenesis Holdings
ORGO
$243M
$60 ﹤0.01%
25
-233
-90% -$807
FFAI
2229
Faraday Future Intelligent Electric
FFAI
$10.6M
$60 ﹤0.01%
+1
New +$103
OPTU
2230
Optimum Communications Inc
OPTU
$324M
$59 ﹤0.01%
+45
New +$71
WT icon
2231
WisdomTree
WT
$3.33B
$59 ﹤0.01%
4
– –
AIOT
2232
PowerFleet Inc
AIOT
$381M
$59 ﹤0.01%
+19
New +$80
LKFN icon
2233
Lakeland Financial Corp
LKFN
$1.54B
$58 ﹤0.01%
1
– –
NLOP
2234
Net Lease Office Properties
NLOP
$170M
$58 ﹤0.01%
+5
New +$84
CBRL icon
2235
Cracker Barrel
CBRL
$1.25B
$57 ﹤0.01%
2
– –
RZLV
2236
Rezolve AI
RZLV
$1.11B
$57 ﹤0.01%
+22
New +$62
FLY
2237
Firefly Aerospace
FLY
$4.33B
$57 ﹤0.01%
+2
New +$49
XPER icon
2238
Xperi
XPER
$323M
$56 ﹤0.01%
+10
New +$58
HUMA icon
2239
Humacyte
HUMA
$191M
$55 ﹤0.01%
+90
New +$94
PLUG icon
2240
Plug Power
PLUG
$3.1B
$55 ﹤0.01%
24
– –
VTS icon
2241
Vitesse Energy
VTS
$691M
$55 ﹤0.01%
3
+1
+50% +$20
CBLL
2242
CeriBell Inc
CBLL
$809M
$55 ﹤0.01%
+3
New +$60
CHMG icon
2243
Chemung Financial Corp
CHMG
$396M
$54 ﹤0.01%
1
– –
III icon
2244
Information Services Group
III
$250M
$54 ﹤0.01%
14
-222
-94% -$1.09K
IOVA icon
2245
Iovance Biotherapeutics
IOVA
$2.94B
$53 ﹤0.01%
+15
New +$48
LAB icon
2246
Standard BioTools
LAB
$309M
$52 ﹤0.01%
+56
New +$68
NEO icon
2247
NeoGenomics
NEO
$2.12B
$52 ﹤0.01%
+7
New +$74
CERS icon
2248
Cerus
CERS
$516M
$51 ﹤0.01%
28
+19
+211% +$41
LBRDA icon
2249
Liberty Broadband Class A
LBRDA
$5.33B
$51 ﹤0.01%
+1
New +$50
PAX icon
2250
Patria Investments
PAX
$1.81B
$51 ﹤0.01%
+4
New +$56
88 89
90
91 92

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.