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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
CLAR icon
2426
Clarus
CLAR
$148M
$9 ﹤0.01%
+3
New +$10
CURV icon
2427
Torrid Holdings
CURV
$245M
$9 ﹤0.01%
+5
New +$6
FSP
2428
Franklin Street Properties
FSP
$45.9M
$9 ﹤0.01%
+13
New +$10
JYNT icon
2429
The Joint Corp
JYNT
$124M
$9 ﹤0.01%
+1
New +$9
SKIL icon
2430
Skillsoft
SKIL
$88.1M
$9 ﹤0.01%
+2
New +$13
ALTI icon
2431
AlTi Global
ALTI
$455M
$8 ﹤0.01%
+2
New +$8
INSE icon
2432
Inspired Entertainment
INSE
$165M
$8 ﹤0.01%
+1
New +$8
RCEL icon
2433
Avita Medical
RCEL
$252M
$8 ﹤0.01%
+2
New +$8
SGHT icon
2434
Sight Sciences
SGHT
$442M
$8 ﹤0.01%
+2
New +$11
TBI
2435
Trueblue
TBI
$312M
$8 ﹤0.01%
+2
New +$9
TRAK icon
2436
ReposiTrak
TRAK
$156M
$8 ﹤0.01%
+1
New +$10
AARD
2437
Aardvark Therapeutics
AARD
$160M
$8 ﹤0.01%
+2
New +$21
BLND icon
2438
Blend Labs
BLND
$341M
$7 ﹤0.01%
+4
New +$9
ELME
2439
Elme Communities
ELME
$145M
$7 ﹤0.01%
+3
New +$10
LVWR icon
2440
LiveWire
LVWR
$233M
$7 ﹤0.01%
+4
New +$9
NCMI icon
2441
National CineMedia
NCMI
$346M
$7 ﹤0.01%
+2
New +$7
SSTI icon
2442
SoundThinking
SSTI
$105M
$7 ﹤0.01%
+1
New +$7
FLD
2443
Fold Holdings
FLD
$23.2M
$7 ﹤0.01%
+5
New +$9
APPS icon
2444
Digital Turbine
APPS
$1.6B
$6 ﹤0.01%
2
-34
-94% -$146
BLNK icon
2445
Blink Charging
BLNK
$86M
$6 ﹤0.01%
10
– –
ISPR icon
2446
Ispire Technology
ISPR
$94.7M
$6 ﹤0.01%
+3
New +$8
LUCD icon
2447
Lucid Diagnostics
LUCD
$186M
$6 ﹤0.01%
+5
New +$6
XRXDW
2448
Xerox Holdings Corp Warrants
XRXDW
$23.6M
$6 ﹤0.01%
+59
New +$6
BTMD icon
2449
Biote Corp
BTMD
$47.9M
$5 ﹤0.01%
+3
New +$6
NXDT
2450
NexPoint Diversified Real Estate Trust
NXDT
$246M
$5 ﹤0.01%
+1
New +$4
96 97
98
99 100

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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.