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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
PATH icon
2401
UiPath
PATH
$6.52B
$294 ﹤0.01%
+27
New +$288
AIRS icon
2402
AirSculpt Technologies
AIRS
$308M
$293 ﹤0.01%
65
+39
+150% +$158
EEFT icon
2403
Euronet Worldwide
EEFT
$3.19B
$293 ﹤0.01%
4
+1
+33% +$70
JANX icon
2404
Janux Therapeutics
JANX
$912M
$292 ﹤0.01%
+19
New +$275
JBTM
2405
JBT Marel
JBTM
$7.35B
$290 ﹤0.01%
2
– –
FMBH icon
2406
First Mid Bancshares
FMBH
$1.4B
$289 ﹤0.01%
6
+2
+50% +$88
BMBL icon
2407
Bumble
BMBL
$387M
$288 ﹤0.01%
90
-85
-49% -$291
RGNX icon
2408
Regenxbio
RGNX
$616M
$288 ﹤0.01%
24
+5
+26% +$41
UMH
2409
UMH Properties
UMH
$1.34B
$288 ﹤0.01%
+19
New +$291
MED icon
2410
Medifast
MED
$107M
$287 ﹤0.01%
27
+6
+29% +$69
HOV icon
2411
Hovnanian Enterprises
HOV
$779M
$285 ﹤0.01%
+2
New +$229
HVT icon
2412
Haverty Furniture Companies
HVT
$418M
$281 ﹤0.01%
11
-2
-15% -$45
CTO
2413
CTO Realty Growth
CTO
$756M
$280 ﹤0.01%
13
+6
+86% +$122
SCHL icon
2414
Scholastic
SCHL
$774M
$276 ﹤0.01%
6
– –
FULC icon
2415
Fulcrum Therapeutics
FULC
$241M
$275 ﹤0.01%
75
-1
-1% -$6
CPS icon
2416
Cooper-Standard Automotive
CPS
$517M
$271 ﹤0.01%
10
+1
+11% +$29
CNOB icon
2417
Center Bancorp
CNOB
$1.65B
$268 ﹤0.01%
+8
New +$240
NEWT icon
2418
NewtekOne
NEWT
$426M
$267 ﹤0.01%
18
+6
+50% +$79
ASLE icon
2419
AerSale
ASLE
$291M
$266 ﹤0.01%
42
+7
+20% +$46
FRBA icon
2420
First Bank
FRBA
$470M
$266 ﹤0.01%
15
+4
+36% +$64
FNKO icon
2421
Funko
FNKO
$346M
$265 ﹤0.01%
45
– –
OM icon
2422
Outset Medical
OM
$86.4M
$264 ﹤0.01%
61
+22
+56% +$96
FVCB icon
2423
FVCBankcorp
FVCB
$335M
$263 ﹤0.01%
15
+11
+275% +$175
SIGA icon
2424
SIGA Technologies
SIGA
$240M
$263 ﹤0.01%
72
-55
-43% -$246
INN
2425
Summit Hotel Properties
INN
$766M
$260 ﹤0.01%
+37
New +$204
95 96
97
98 99

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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.