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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
-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
ALT icon
2251
Altimmune
ALT
$583M
$50 ﹤0.01%
+16
New +$68
CPRX
2252
DELISTED
Catalyst Pharmaceutical
CPRX
$50 ﹤0.01%
2
– –
CXDO icon
2253
Crexendo
CXDO
$214M
$50 ﹤0.01%
8
-280
-97% -$1.84K
HUYA
2254
Huya Inc
HUYA
$556M
$50 ﹤0.01%
15
– –
UIS icon
2255
Unisys
UIS
$205M
$50 ﹤0.01%
+24
New +$60
EU
2256
enCore Energy
EU
$268M
$49 ﹤0.01%
+27
New +$69
MAPS
2257
DELISTED
WM TECHNOLOGY INC A
MAPS
$49 ﹤0.01%
73
+66
+943% +$48
PLBC icon
2258
Plumas Bancorp
PLBC
$433M
$49 ﹤0.01%
1
– –
ARHS icon
2259
Arhaus
ARHS
$1.39B
$48 ﹤0.01%
+7
New +$64
TCBK icon
2260
TriCo Bancshares
TCBK
$1.83B
$48 ﹤0.01%
1
– –
TWST icon
2261
Twist Bioscience
TWST
$7.72B
$48 ﹤0.01%
1
– –
SVC
2262
Service Properties Trust
SVC
$1.05B
$47 ﹤0.01%
+7
New +$73
TTGT icon
2263
TechTarget
TTGT
$271M
$47 ﹤0.01%
+12
New +$55
CASS icon
2264
Cass Information Systems
CASS
$736M
$45 ﹤0.01%
+1
New +$44
GENC icon
2265
Gencor Industries
GENC
$254M
$45 ﹤0.01%
+3
New +$44
GETY icon
2266
Getty Images
GETY
$121M
$45 ﹤0.01%
+56
New +$56
CTLP
2267
DELISTED
Cantaloupe
CTLP
$44 ﹤0.01%
+4
New +$42
NNOX icon
2268
Nano X Imaging
NNOX
$77.3M
$44 ﹤0.01%
+19
New +$50
PUMP icon
2269
ProPetro Holding
PUMP
$1.43B
$44 ﹤0.01%
+3
New +$36
AVNS
2270
DELISTED
Avanos Medical
AVNS
$43 ﹤0.01%
+3
New +$40
BATRK icon
2271
Atlanta Braves Holdings Series B
BATRK
$3.27B
$43 ﹤0.01%
1
– –
EBF icon
2272
Ennis
EBF
$560M
$43 ﹤0.01%
2
– –
SVCO
2273
Silvaco Group
SVCO
$257M
$43 ﹤0.01%
+6
New +$27
TARA icon
2274
Protara Therapeutics
TARA
$220M
$42 ﹤0.01%
+8
New +$47
TUSK icon
2275
Mammoth Energy Services
TUSK
$158M
$42 ﹤0.01%
+17
New +$39
89 90
91
92 93

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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.