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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
OABI icon
2451
OmniAb
OABI
$503M
$5 ﹤0.01%
+3
New +$5
ARAI
2452
Arrive AI Inc
ARAI
$14M
$5 ﹤0.01%
+6
New +$10
BARK icon
2453
BARK
BARK
$97.3M
– –
0
– –
CLPR
2454
Clipper Realty
CLPR
$46.9M
$4 ﹤0.01%
+1
New +$3
DH icon
2455
Definitive Healthcare
DH
$67.3M
$4 ﹤0.01%
+3
New +$5
RMNI icon
2456
Rimini Street
RMNI
$451M
$4 ﹤0.01%
+1
New +$3
SLND icon
2457
Southland Holdings
SLND
$39.6M
$4 ﹤0.01%
+3
New +$5
STXS icon
2458
Stereotaxis
STXS
$147M
$4 ﹤0.01%
+2
New +$4
ZVIA icon
2459
Zevia
ZVIA
$108M
$4 ﹤0.01%
+3
New +$5
CIRC
2460
Circle8 Group
CIRC
$66.9M
$4 ﹤0.01%
+1
New +$3
TVRD
2461
Tvardi Therapeutics
TVRD
$22.5M
$4 ﹤0.01%
+1
New +$4
PMI
2462
Picard Medical
PMI
$7.41M
– –
0
– –
GAIA icon
2463
Gaia
GAIA
$32.4M
$3 ﹤0.01%
+1
New +$3
LFT
2464
Lument Finance Trust
LFT
$36.4M
$3 ﹤0.01%
+2
New +$3
MYO icon
2465
Myomo
MYO
$57.8M
$3 ﹤0.01%
+4
New +$3
TKNO icon
2466
Alpha Teknova
TKNO
$375M
$3 ﹤0.01%
+1
New +$3
ACTU
2467
Actuate Therapeutics
ACTU
$23.4M
$3 ﹤0.01%
+1
New +$4
CGC
2468
Canopy Growth
CGC
$421M
$2 ﹤0.01%
2
– –
GOCO
2469
DELISTED
GoHealth
GOCO
$2 ﹤0.01%
+1
New +$2
HFFG icon
2470
HF Foods Group
HFFG
$96.3M
$2 ﹤0.01%
+1
New +$2
MYPS icon
2471
PLAYSTUDIOS Inc
MYPS
$83.2M
$2 ﹤0.01%
+4
New +$2
NEON icon
2472
Neonode
NEON
$16M
$2 ﹤0.01%
+1
New +$2
WALD icon
2473
Waldencast
WALD
$171M
$2 ﹤0.01%
+2
New +$3
ARGX icon
2474
argenx
ARGX
$54B
– –
-2
Closed -$1.68K
ASPI icon
2475
ASP Isotopes
ASPI
$539M
– –
-200
Closed -$1.07K
97 98
99
100 101

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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.