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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
HUMA icon
2351
Humacyte
HUMA
$168M
$367 ﹤0.01%
469
+379
+421% +$351
PSFE icon
2352
Paysafe
PSFE
$443M
$367 ﹤0.01%
49
+29
+145% +$227
FTLF icon
2353
FitLife Brands
FTLF
$96.3M
$365 ﹤0.01%
33
+1
+3% +$10
IIIN icon
2354
Insteel Industries
IIIN
$592M
$363 ﹤0.01%
+12
New +$344
VAL icon
2355
Valaris
VAL
$5.14B
$363 ﹤0.01%
5
-4
-44% -$372
CSTL icon
2356
Castle Biosciences
CSTL
$742M
$358 ﹤0.01%
15
-4
-21% -$89
ROAD icon
2357
Construction Partners
ROAD
$5.88B
$357 ﹤0.01%
3
– –
RC
2358
Ready Capital
RC
$260M
$356 ﹤0.01%
203
+152
+298% +$267
CDXS icon
2359
Codexis
CDXS
$158M
$355 ﹤0.01%
157
+90
+134% +$224
PRDO icon
2360
Perdoceo Education
PRDO
$2.17B
$352 ﹤0.01%
11
+1
+10% +$34
TTI icon
2361
TETRA Technologies
TTI
$1.08B
$352 ﹤0.01%
31
+2
+7% +$20
DRUG
2362
Bright Minds Biosciences
DRUG
$697M
$351 ﹤0.01%
+5
New +$393
DDD icon
2363
3D Systems Corp
DDD
$405M
$348 ﹤0.01%
115
+67
+140% +$183
NATL icon
2364
NCR Atleos
NATL
$3.51B
$348 ﹤0.01%
8
– –
EGHT icon
2365
8x8 Inc
EGHT
$279M
$346 ﹤0.01%
202
+9
+5% +$18
BKTI icon
2366
BK Technologies
BKTI
$295M
$344 ﹤0.01%
4
+2
+100% +$173
ELDN icon
2367
Eledon Pharmaceuticals
ELDN
$255M
$339 ﹤0.01%
86
+77
+856% +$280
CMRC
2368
Commerce.com Inc Series 1
CMRC
$272M
$338 ﹤0.01%
114
+60
+111% +$172
CALX icon
2369
Calix
CALX
$2.24B
$336 ﹤0.01%
9
+2
+29% +$84
INGN icon
2370
Inogen
INGN
$174M
$336 ﹤0.01%
52
+50
+2,500% +$331
GBFH
2371
GBank Financial Holdings
GBFH
$434M
$334 ﹤0.01%
+11
New +$321
WSBF icon
2372
Waterstone Financial
WSBF
$371M
$332 ﹤0.01%
16
+1
+7% +$19
AMR icon
2373
Alpha Metallurgical Resources
AMR
$1.77B
$330 ﹤0.01%
2
– –
EFSC icon
2374
Enterprise Financial Services Corp
EFSC
$2.4B
$330 ﹤0.01%
5
+2
+67% +$120
SD icon
2375
SandRidge Energy
SD
$503M
$329 ﹤0.01%
24
+7
+41% +$104
93 94
95
96 97

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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.