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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
+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
PAYO icon
2276
Payoneer
PAYO
$2.41B
$492 ﹤0.01%
69
-22
-24% -$120
PTGX icon
2277
Protagonist Therapeutics
PTGX
$8.55B
$491 ﹤0.01%
+4
New +$418
RAMP icon
2278
LiveRamp
RAMP
$2.29B
$490 ﹤0.01%
13
-9
-41% -$296
MHO icon
2279
M/I Homes
MHO
$3.95B
$483 ﹤0.01%
3
+2
+200% +$268
SEI
2280
Solaris Energy Infrastructure
SEI
$2.66B
$483 ﹤0.01%
+6
New +$429
GSM icon
2281
FerroAtlántica
GSM
$590M
$481 ﹤0.01%
151
+146
+2,920% +$604
UEC icon
2282
Uranium Energy
UEC
$4.47B
$480 ﹤0.01%
45
– –
CAAP icon
2283
Corporacion America
CAAP
$4.17B
$479 ﹤0.01%
19
– –
CRC icon
2284
California Resources
CRC
$4.49B
$476 ﹤0.01%
9
– –
DRH icon
2285
Diamondrock Hospitality Co
DRH
$2.68B
$476 ﹤0.01%
39
– –
LFMD icon
2286
LifeMD
LFMD
$176M
$475 ﹤0.01%
115
+107
+1,338% +$472
ASPI icon
2287
ASP Isotopes
ASPI
$446M
$473 ﹤0.01%
+76
New +$447
GCO icon
2288
Genesco
GCO
$434M
$473 ﹤0.01%
14
– –
ANIK icon
2289
Anika Therapeutics
ANIK
$215M
$469 ﹤0.01%
32
+17
+113% +$252
DSP icon
2290
Viant Technology
DSP
$229M
$469 ﹤0.01%
37
+36
+3,600% +$406
ORGO icon
2291
Organogenesis Holdings
ORGO
$324M
$469 ﹤0.01%
193
+168
+672% +$411
NX icon
2292
Quanex
NX
$825M
$466 ﹤0.01%
25
-13
-34% -$240
TRNS icon
2293
Transcat
TRNS
$760M
$464 ﹤0.01%
5
+3
+150% +$245
VNT icon
2294
Vontier
VNT
$4.54B
$464 ﹤0.01%
16
+5
+45% +$160
CORZ icon
2295
Core Scientific
CORZ
$5.79B
$461 ﹤0.01%
+18
New +$424
QURE icon
2296
uniQure
QURE
$2.75B
$461 ﹤0.01%
+10
New +$262
KYMR icon
2297
Kymera Therapeutics
KYMR
$8.66B
$459 ﹤0.01%
4
– –
APOG icon
2298
Apogee Enterprises
APOG
$833M
$458 ﹤0.01%
+10
New +$374
ATKR icon
2299
Atkore
ATKR
$2.41B
$457 ﹤0.01%
6
+2
+50% +$151
VSEC icon
2300
VSE Corp
VSEC
$5.19B
$457 ﹤0.01%
2
– –
90 91
92
93 94

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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.