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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
DCTH icon
2376
Delcath Systems
DCTH
$400M
$328 ﹤0.01%
26
+23
+767% +$254
STOK icon
2377
Stoke Therapeutics
STOK
$1.84B
$328 ﹤0.01%
+10
New +$321
PRLB icon
2378
Protolabs
PRLB
$1.7B
$327 ﹤0.01%
4
+1
+33% +$70
MLYS icon
2379
Mineralys Therapeutics
MLYS
$2.32B
$324 ﹤0.01%
12
– –
BKD icon
2380
Brookdale Senior Living
BKD
$3.55B
$322 ﹤0.01%
+20
New +$272
LENZ
2381
LENZ Therapeutics
LENZ
$179M
$319 ﹤0.01%
56
+45
+409% +$363
ALTI icon
2382
AlTi Global
ALTI
$395M
$318 ﹤0.01%
88
+86
+4,300% +$298
MYE icon
2383
Myers Industries
MYE
$1.24B
$318 ﹤0.01%
9
– –
OPAL icon
2384
OPAL Fuels
OPAL
$62.5M
$317 ﹤0.01%
+144
New +$316
PLUG icon
2385
Plug Power
PLUG
$2.65B
$316 ﹤0.01%
116
+92
+383% +$289
ZD icon
2386
Ziff Davis
ZD
$2B
$315 ﹤0.01%
6
-10
-63% -$452
AGYS icon
2387
Agilysys
AGYS
$3.21B
$314 ﹤0.01%
+3
New +$232
OFLX icon
2388
Omega Flex
OFLX
$292M
$314 ﹤0.01%
10
+4
+67% +$124
SLP icon
2389
Simulations Plus
SLP
$371M
$312 ﹤0.01%
17
+8
+89% +$123
BCC icon
2390
Boise Cascade
BCC
$2.73B
$311 ﹤0.01%
4
-2
-33% -$148
FLGT icon
2391
Fulgent Genetics
FLGT
$558M
$308 ﹤0.01%
+15
New +$254
CXT icon
2392
Crane NXT
CXT
$2.99B
$307 ﹤0.01%
6
– –
ULS icon
2393
UL Solutions
ULS
$18.6B
$306 ﹤0.01%
3
+2
+200% +$189
RBBN icon
2394
Ribbon Communications
RBBN
$386M
$305 ﹤0.01%
130
+115
+767% +$304
CLPT icon
2395
ClearPoint Neuro
CLPT
$424M
$304 ﹤0.01%
+17
New +$212
CX icon
2396
Cemex
CX
$16.9B
$300 ﹤0.01%
+25
New +$310
HSTM icon
2397
HealthStream
HSTM
$863M
$300 ﹤0.01%
11
+7
+175% +$164
MVST icon
2398
Microvast
MVST
$237M
$300 ﹤0.01%
256
+229
+848% +$353
CCBG icon
2399
Capital City Bank Group
CCBG
$897M
$297 ﹤0.01%
6
+1
+20% +$46
RAL
2400
Ralliant Corp
RAL
$7.5B
$295 ﹤0.01%
4
– –
94 95
96
97 98

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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.