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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $919M AUM 3,488 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 953 New 1364 Added 396 Reduced 156 Exited
Page 24 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MFG MIZUHO FINANCIAL GROUP INC Financial Services 2,429.0 $23K 0.00% +2K +200.2% $9.58 +7.3%
462 SSD SIMPSON MFG INC Industrials 111.0 $23K 0.00% +43.0 +63.2% $209.35 -9.8%
463 ZION ZIONS BANCORPORATION NATL AS Financial Services 333.0 $23K 0.00% +313.0 +1565.0% $69.19 -1.5%
464 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,180.0 $23K 0.00% +1K +2213.7% $19.51 +4.5%
465 IONQ IONQ INC Technology 432.0 $23K 0.00% +421.0 +3827.3% $53.26 -15.8%
466 RPRX ROYALTY PHARMA PLC Healthcare 409.0 $23K 0.00% +303.0 +285.9% $56.07 +9.3%
467 HPQ HP INC Technology 1,041.0 $23K 0.00% +75.0 +7.8% $21.94 +35.4%
468 SU SUNCOR ENERGY INC NEW Energy 424.0 $23K 0.00% +115.0 +37.2% $53.68 +27.5%
469 GBCI GLACIER BANCORP INC NEW Financial Services 437.0 $23K 0.00% +425.0 +3541.7% $51.58 -8.4%
470 U UNITY SOFTWARE INC Technology 787.0 $22K 0.00% +746.0 +1819.5% $28.58 +64.2%
471 AGG ISHARES TR 226.0 $22K 0.00% +5.0 +2.3% $98.98 -1.6%
472 PSA PUBLIC STORAGE Real Estate 70.0 $22K 0.00% +43.0 +159.3% $318.31 +1.3%
473 RRC RANGE RES CORP Energy 596.0 $22K 0.00% +566.0 +1886.7% $37.19 +10.4%
474 SAN BANCO SANTANDER SA Financial Services 1,602.0 $22K 0.00% +708.0 +79.2% $13.80 +5.7%
475 RLI RLI CORP Financial Services 374.0 $22K 0.00% +369.0 +7380.0% $59.07 +10.7%
476 KEYS KEYSIGHT TECHNOLOGIES INC Technology 63.0 $22K 0.00% +46.0 +270.6% $350.08 -9.7%
477 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 877.0 $22K 0.00% +559.0 +175.8% $25.06 +15.9%
478 VMI VALMONT INDS INC Industrials 38.0 $22K 0.00% +2.0 +5.6% $577.61 -15.9%
479 ARW ARROW ELECTRS INC Technology 102.0 $22K 0.00% +84.0 +466.7% $213.41 -1.2%
480 AKAM AKAMAI TECHNOLOGIES INC Technology 183.0 $22K 0.00% +149.0 +438.2% $118.21 -6.6%
Page 24 of 69  ·  1,364 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Healthcare 18.0%
Financial Services 14.0%
Consumer Defensive 13.8%
Industrials 7.6%
Consumer Cyclical 6.5%
Communication Services 4.6%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%