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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
-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
LMNR icon
2401
Limoneira
LMNR
$253M
$14 ﹤0.01%
+1
New +$14
LZM icon
2402
Lifezone Metals
LZM
$368M
$14 ﹤0.01%
+4
New +$19
PBFS icon
2403
Pioneer Bancorp
PBFS
$437M
$14 ﹤0.01%
1
– –
SPWR icon
2404
SunPower Inc
SPWR
$47.6M
$14 ﹤0.01%
+11
New +$17
AVD icon
2405
American Vanguard Corp
AVD
$65.5M
$13 ﹤0.01%
+5
New +$21
ENTA icon
2406
Enanta Pharmaceuticals
ENTA
$390M
$13 ﹤0.01%
+1
New +$13
INGN icon
2407
Inogen
INGN
$158M
$13 ﹤0.01%
+2
New +$12
NKTX icon
2408
Nkarta
NKTX
$168M
$13 ﹤0.01%
+6
New +$13
POWW icon
2409
Outdoor Holding Co
POWW
$279M
$13 ﹤0.01%
+6
New +$11
RNAC icon
2410
Cartesian Therapeutics
RNAC
$260M
$13 ﹤0.01%
+2
New +$14
ARAY icon
2411
Accuray
ARAY
$35.6M
$12 ﹤0.01%
+30
New +$19
BHR
2412
Braemar Hotels & Resorts
BHR
$139M
$12 ﹤0.01%
+5
New +$14
DSP icon
2413
Viant Technology
DSP
$269M
$12 ﹤0.01%
+1
New +$11
HCAT icon
2414
Health Catalyst
HCAT
$136M
$12 ﹤0.01%
+9
New +$17
LUNG icon
2415
Pulmonx
LUNG
$100M
$12 ﹤0.01%
+9
New +$15
MTW icon
2416
Manitowoc
MTW
$696M
$12 ﹤0.01%
+1
New +$13
ACH
2417
Accendra Health
ACH
$93.4M
$12 ﹤0.01%
+5
New +$12
SEAT icon
2418
Vivid Seats
SEAT
$85M
$12 ﹤0.01%
+2
New +$13
USGO icon
2419
US GoldMining
USGO
$122M
$12 ﹤0.01%
+1
New +$12
INMB icon
2420
INmune Bio
INMB
$58.3M
$11 ﹤0.01%
+9
New +$13
RELL icon
2421
Richardson Electronics
RELL
$296M
$11 ﹤0.01%
+1
New +$12
SKYX icon
2422
SKYX Platforms
SKYX
$164M
$11 ﹤0.01%
+9
New +$19
FLYX icon
2423
flyExclusive
FLYX
$68.4M
$10 ﹤0.01%
+4
New +$12
TEAD
2424
Teads Holding Co
TEAD
$65.3M
$10 ﹤0.01%
+15
New +$11
ASUR icon
2425
Asure Software
ASUR
$242M
$9 ﹤0.01%
+1
New +$9
95 96
97
98 99

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SOCM
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CFA
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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.