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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
TPG icon
2326
TPG
TPG
$6.76B
$406 ﹤0.01%
10
-12
-55% -$505
ALDX icon
2327
Aldeyra Therapeutics
ALDX
$97.1M
$405 ﹤0.01%
190
-94
-33% -$162
CYH icon
2328
Community Health Systems
CYH
$382M
$401 ﹤0.01%
+120
New +$353
ULH icon
2329
Universal Logistics Holdings
ULH
$388M
$400 ﹤0.01%
+27
New +$482
ARQ icon
2330
Arq
ARQ
$83.3M
$398 ﹤0.01%
156
+37
+31% +$92
VC icon
2331
Visteon
VC
$2.85B
$397 ﹤0.01%
4
– –
SION
2332
Sionna Therapeutics
SION
$2.02B
$396 ﹤0.01%
+9
New +$360
UHT
2333
Universal Health Realty Income Trust
UHT
$621M
$395 ﹤0.01%
9
+1
+13% +$41
CIFR icon
2334
Cipher Digital
CIFR
$7.24B
$392 ﹤0.01%
+16
New +$338
TNK icon
2335
Teekay Tankers
TNK
$2.71B
$390 ﹤0.01%
6
+4
+200% +$301
ERII icon
2336
Energy Recovery
ERII
$420M
$388 ﹤0.01%
+43
New +$409
CMDB
2337
Costamare Bulkers Holdings
CMDB
$445M
$388 ﹤0.01%
22
+2
+10% +$35
RZLT icon
2338
Rezolute
RZLT
$453M
$385 ﹤0.01%
74
+36
+95% +$134
KRRO icon
2339
Korro Bio
KRRO
$145M
$383 ﹤0.01%
29
+7
+32% +$87
VNOM icon
2340
Viper Energy
VNOM
$8.43B
$382 ﹤0.01%
9
+5
+125% +$231
ACI icon
2341
Albertsons Companies
ACI
$5.91B
$379 ﹤0.01%
28
-30
-52% -$480
DNUT icon
2342
Krispy Kreme
DNUT
$562M
$378 ﹤0.01%
107
+89
+494% +$318
RXST icon
2343
RxSight
RXST
$254M
$376 ﹤0.01%
78
+30
+63% +$181
CRCL
2344
Circle Internet Group
CRCL
$15.3B
$376 ﹤0.01%
6
+1
+20% +$97
BTBT icon
2345
Bit Digital
BTBT
$428M
$373 ﹤0.01%
+207
New +$364
DAVE icon
2346
Dave Inc
DAVE
$4.82B
$373 ﹤0.01%
+1
New +$260
LUCD icon
2347
Lucid Diagnostics
LUCD
$175M
$371 ﹤0.01%
346
+341
+6,820% +$368
CENX icon
2348
Century Aluminum
CENX
$4.22B
$369 ﹤0.01%
8
+1
+14% +$60
JOUT icon
2349
Johnson Outdoors
JOUT
$496M
$369 ﹤0.01%
8
-1
-11% -$48
YORW icon
2350
York Water
YORW
$511M
$368 ﹤0.01%
+12
New +$360
92 93
94
95 96

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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.