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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
CCRN
2326
DELISTED
Cross Country Healthcare
CCRN
$29 ﹤0.01%
+3
New +$27
CVRX icon
2327
CVRx
CVRX
$69M
$29 ﹤0.01%
+3
New +$22
LCID icon
2328
Lucid Motors
LCID
$2.64B
$29 ﹤0.01%
3
– –
LFMD icon
2329
LifeMD
LFMD
$163M
$29 ﹤0.01%
+8
New +$28
MFA
2330
MFA Financial
MFA
$928M
$29 ﹤0.01%
3
– –
STNE icon
2331
StoneCo
STNE
$2.42B
$29 ﹤0.01%
+2
New +$31
KLC
2332
KinderCare Learning Companies
KLC
$566M
$29 ﹤0.01%
+13
New +$49
AVBH
2333
Avidbank Holdings
AVBH
$359M
$29 ﹤0.01%
+1
New +$28
AKBA icon
2334
Akebia Therapeutics
AKBA
$240M
$28 ﹤0.01%
+20
New +$27
DCTH icon
2335
Delcath Systems
DCTH
$598M
$28 ﹤0.01%
+3
New +$29
ELDN icon
2336
Eledon Pharmaceuticals
ELDN
$289M
$28 ﹤0.01%
+9
New +$21
IMMR icon
2337
Immersion
IMMR
$248M
$28 ﹤0.01%
+5
New +$32
LPRO
2338
DELISTED
Open Lending Corp
LPRO
$28 ﹤0.01%
+22
New +$35
OPK icon
2339
Opko Health
OPK
$1.04B
$28 ﹤0.01%
+24
New +$30
RIGL icon
2340
Rigel Pharmaceuticals
RIGL
$785M
$28 ﹤0.01%
1
-3
-75% -$101
RVSB icon
2341
Riverview Bancorp
RVSB
$107M
$28 ﹤0.01%
5
– –
WBTN
2342
WEBTOON Entertainment Inc
WBTN
$1.19B
$28 ﹤0.01%
+3
New +$34
ACNT icon
2343
Ascent Industries
ACNT
$138M
$27 ﹤0.01%
2
– –
CTKB icon
2344
Cytek Biosciences
CTKB
$616M
$27 ﹤0.01%
+6
New +$28
DSGR icon
2345
Distribution Solutions Group
DSGR
$1.61B
$27 ﹤0.01%
+1
New +$28
SIBN icon
2346
SI-BONE Inc
SIBN
$843M
$26 ﹤0.01%
+2
New +$31
TRDA icon
2347
Entrada Therapeutics
TRDA
$274M
$26 ﹤0.01%
+2
New +$23
QTRX icon
2348
Quanterix
QTRX
$124M
$25 ﹤0.01%
+7
New +$41
STIM icon
2349
Neuronetics
STIM
$222M
$25 ﹤0.01%
+17
New +$27
EWCZ
2350
DELISTED
European Wax Center
EWCZ
$24 ﹤0.01%
+4
New +$20
92 93
94
95 96

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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.