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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
+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
QTRX icon
2426
Quanterix
QTRX
$159M
$260 ﹤0.01%
60
+53
+757% +$172
GLSI icon
2427
Greenwich LifeSciences
GLSI
$188M
$259 ﹤0.01%
+11
New +$268
OBT icon
2428
Orange County Bancorp
OBT
$517M
$258 ﹤0.01%
7
+3
+75% +$104
OPRX icon
2429
OptimizeRx
OPRX
$120M
$258 ﹤0.01%
45
+1
+2% +$6
JACK icon
2430
Jack in the Box
JACK
$314M
$253 ﹤0.01%
+16
New +$197
VTS icon
2431
Vitesse Energy
VTS
$644M
$253 ﹤0.01%
16
+13
+433% +$230
GWRE icon
2432
Guidewire Software
GWRE
$13.9B
$247 ﹤0.01%
2
– –
PANL icon
2433
Pangaea Logistics
PANL
$484M
$247 ﹤0.01%
+38
New +$288
MSGE icon
2434
Madison Square Garden
MSGE
$3.59B
$243 ﹤0.01%
3
– –
LOAR icon
2435
Loar Holdings
LOAR
$6.23B
$242 ﹤0.01%
3
+1
+50% +$64
CAKE icon
2436
Cheesecake Factory
CAKE
$5.03B
$239 ﹤0.01%
3
– –
ONIT
2437
Onity Group
ONIT
$342M
$239 ﹤0.01%
+6
New +$237
COFS icon
2438
Choiceone Financial
COFS
$514M
$238 ﹤0.01%
+7
New +$218
HG icon
2439
Hamilton Insurance Group
HG
$3.63B
$238 ﹤0.01%
+7
New +$219
PDEX icon
2440
Pro-Dex
PDEX
$175M
$235 ﹤0.01%
+4
New +$232
GOOD
2441
Gladstone Commercial Corp
GOOD
$623M
$234 ﹤0.01%
19
+11
+138% +$137
ARKO icon
2442
ARKO Corp
ARKO
$868M
$233 ﹤0.01%
29
+12
+71% +$84
PKBK icon
2443
Parke Bancorp
PKBK
$397M
$233 ﹤0.01%
7
+3
+75% +$92
NABL icon
2444
N-able
NABL
$844M
$232 ﹤0.01%
63
+32
+103% +$133
CFBK icon
2445
CF Bankshares
CFBK
$239M
$230 ﹤0.01%
7
+1
+17% +$29
FMS icon
2446
Fresenius Medical Care
FMS
$13.4B
$227 ﹤0.01%
10
-96
-91% -$2.15K
MASS icon
2447
908 Devices
MASS
$312M
$227 ﹤0.01%
+26
New +$200
FRPH icon
2448
FRP Holdings
FRPH
$439M
$225 ﹤0.01%
9
+3
+50% +$68
SERV
2449
Serve Robotics
SERV
$372M
$224 ﹤0.01%
34
– –
OGIG icon
2450
ALPS O'Shares Global Internet Giants ETF
OGIG
$102M
$223 ﹤0.01%
5
– –
96 97
98
99 100

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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.