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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
ACRS icon
2251
Aclaris Therapeutics
ACRS
$715M
$540 ﹤0.01%
+102
New +$455
OLLI icon
2252
Ollie's Bargain Outlet
OLLI
$4.31B
$539 ﹤0.01%
7
-96
-93% -$8.01K
PATK icon
2253
Patrick Industries
PATK
$2.87B
$539 ﹤0.01%
6
– –
NG icon
2254
NovaGold Resources
NG
$2.54B
$532 ﹤0.01%
+89
New +$741
PL icon
2255
Planet Labs
PL
$6.94B
$531 ﹤0.01%
16
– –
LCII icon
2256
LCI Industries
LCII
$2.59B
$530 ﹤0.01%
5
– –
OPY icon
2257
Oppenheimer Holdings
OPY
$1.18B
$528 ﹤0.01%
+5
New +$509
UPB
2258
Upstream Bio Inc
UPB
$349M
$526 ﹤0.01%
76
+74
+3,700% +$620
OXM icon
2259
Oxford Industries
OXM
$581M
$524 ﹤0.01%
15
– –
INVA icon
2260
Innoviva
INVA
$1.6B
$523 ﹤0.01%
23
+11
+92% +$252
SCHV
2261
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$523 ﹤0.01%
15
– –
TRDA icon
2262
Entrada Therapeutics
TRDA
$254M
$523 ﹤0.01%
71
+69
+3,450% +$662
FRHC icon
2263
Freedom Holding
FRHC
$9.44B
$522 ﹤0.01%
+4
New +$582
AMCX icon
2264
AMC Global Media
AMCX
$450M
$519 ﹤0.01%
52
+4
+8% +$35
ZUMZ icon
2265
Zumiez
ZUMZ
$330M
$517 ﹤0.01%
29
-8
-22% -$179
CNDT icon
2266
Conduent
CNDT
$253M
$510 ﹤0.01%
349
+234
+203% +$363
TBLA icon
2267
Taboola.com
TBLA
$1.41B
$510 ﹤0.01%
102
+69
+209% +$301
HIPO icon
2268
Hippo Holdings
HIPO
$777M
$509 ﹤0.01%
+18
New +$478
GPRE icon
2269
Green Plains
GPRE
$1.15B
$508 ﹤0.01%
+33
New +$524
MPAA icon
2270
Motorcar Parts of America
MPAA
$266M
$506 ﹤0.01%
33
-4
-11% -$48
OUST icon
2271
Ouster
OUST
$2.11B
$501 ﹤0.01%
+8
New +$269
GDRX icon
2272
GoodRx Holdings
GDRX
$1.09B
$499 ﹤0.01%
173
+85
+97% +$216
BBSI icon
2273
Barrett Business Services
BBSI
$1.01B
$498 ﹤0.01%
14
+7
+100% +$220
TRIP icon
2274
TripAdvisor
TRIP
$1.7B
$494 ﹤0.01%
36
-11
-23% -$124
XPER icon
2275
Xperi
XPER
$364M
$494 ﹤0.01%
60
+50
+500% +$362
89 90
91
92 93

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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.