SJS Investment Consulting Inc.

CIK 0001894302 · Q2 2026

13F Equity AUM

$918.7M

+12.2% QoQ

Positions

2,296

+488 QoQ

AUM Rank

#3,545

Top 28%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,732 · Top 69%

vs S&P -2.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 64.3%Top 10: 74.0%Top 20: 82.6%

DFAC45.3%

DFIC8.4%

DUSB4.1%

VCRB4.1%

LLY2.5%

VTIP2.3%

AAPL2.1%

AVUS2.0%

AVEM2.0%

HRL1.3%

Others (2286)26.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services80.7%

Technology5.2%

Healthcare3.5%

Consumer Defensive2.7%

Other7.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2296Median: 0.00%Avg: 0.04%

0–0.5%

2277(17.8%)

0.5–1%

5(3.7%)

1–3%

10(16.6%)

3–5%

2(8.2%)

5%+

2(53.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,296vs 20 funds

0%Low

2,296

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New535Increased1521Decreased440Exited124

New Positions

KMTS0.1%

+20K

SPACE EXPLORATION TE…0.0%

+2K

JEPI0.0%

+4K

FEDEX FGHT HLDG CO I…0.0%

+605

GUNR0.0%

+982

FMAO0.0%

MRVI0.0%

+390

GOGO0.0%

+217

LTC0.0%

+65

TRST0.0%

+49

Increased

DFAC45.3%

+146K(+2%)

DFIC8.4%

+113K(+6%)

VTIP2.3%

+101K(+32%)

DFGR1.2%

+49K(+15%)

VCRB4.1%

+47K(+11%)

DFAU0.2%

+34K(+2091%)

ETHA0.0%

+18K(+858%)

SLS0.1%

+15K(+60%)

BSCT0.1%

+13K(+37%)

BSCR0.1%

+13K(+40%)

Decreased

DFSD0.5%

-368,248(-81%)

DFCF0.7%

-46,005(-24%)

ETH0.0%

-23,320(-100%)

DFSU1.0%

-15,568(-7%)

VBIL0.8%

-14,612(-13%)

DFAX1.0%

-10,528(-4%)

NVDA1.1%

-8,854(-15%)

GTM0.0%

-8,173(-91%)

DFUS0.3%

-3,250(-11%)

IAUM0.0%

-3,112(-33%)

Exited

-3,916

-18,480

-25,000

-4,982

-829

-234

-747

-58

-3

ONON

-707

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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