SJS Investment Consulting Inc.

CIK 0001894302 · Q1 2026

13F Equity AUM

$818.6M

+3.6% QoQ

Positions

1,808

+202 QoQ

AUM Rank

#3,192

Top 26%

Skill Alpha (FF)

-2.8%/yr^ns

No Clear Edge

Rank #6,086 · Top 74%

vs S&P -4.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 63.7%Top 10: 73.5%Top 20: 83.7%

DFAC43.8%

DFIC8.5%

DUSB4.6%

VCRB4.1%

DFSD2.7%

LLY2.1%

AAPL2.1%

VTIP1.9%

AVUS1.9%

AVEM1.7%

Others (1798)26.5%

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

Sector Allocation

Financial Services81.7%

Technology4.9%

Healthcare3.0%

Consumer Defensive2.9%

Other7.5%

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

Position Sizing

Positions: 1808Median: 0.00%Avg: 0.06%

0–0.5%

1788(16.3%)

0.5–1%

3(2.1%)

1–3%

13(20.5%)

3–5%

2(8.7%)

5%+

2(52.3%)

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

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Portfolio Overlap

Shared: 1,780Unique: 28vs 20 funds

24.3%Moderate

1,808

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

33.1%

BANK OF AMERICA CORP /DE/

36.2%

33.8%

39.9%

41.7%

47.3%

GEODE CAPITAL MANAGEMENT, LLC

40.1%

VANGUARD CAPITAL MANAGEMENT LLC

40.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

46.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New515Increased1191Decreased434Exited129

New Positions

AMERICAN CENTY ETF T…1.2%

+205K

VSDB0.0%

+4K

BSCQ0.0%

+13K

BITO0.0%

+18K

TNXP0.0%

+10K

DOW0.0%

+1K

DGRO0.0%

+1K

BSCW0.0%

+3K

DFSI0.0%

+2K

ITOT0.0%

+468

Increased

DFAC43.8%

+120K(+1%)

DUSB4.6%

+95K(+15%)

DFIC8.5%

+66K(+3%)

VCRB4.1%

+52K(+14%)

VTIP1.9%

+36K(+13%)

DFGR1.1%

+32K(+11%)

AVUS1.9%

+31K(+28%)

ETH0.1%

+23K(+46640%)

AVDE0.6%

+20K(+54%)

BSCT0.1%

+15K(+65%)

Decreased

BTC0.0%

-23,144(-96%)

GBTC0.1%

-17,632(-64%)

DFAX1.1%

-5,600(-2%)

AAPL2.1%

-5,061(-7%)

VBIL1.1%

-4,902(-4%)

FLO0.0%

-4,597(-99%)

NEE0.1%

-3,267(-27%)

WSBC0.3%

-2,912(-4%)

SNAP0.0%

-2,802(-98%)

GPK0.0%

-2,584(-90%)

Exited

-3,000

-439

-15,000

-8

-93

-1,000

-5

-35

-127

-1

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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