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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 25 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GTLB GITLAB INC Technology 708.0 $22K 0.00% +519.0 +274.6% $30.53 +36.5%
482 BTI BRITISH AMERN TOB PLC Consumer Defensive 349.0 $22K 0.00% +179.0 +105.3% $61.76 -9.0%
483 SOFI SOFI TECHNOLOGIES INC Financial Services 1,202.0 $22K 0.00% +29.0 +2.5% $17.93 +5.5%
484 CRWV COREWEAVE INC Technology 216.0 $22K 0.00% +66.0 +44.0% $99.54 -11.7%
485 CERT CERTARA INC Healthcare 3,267.0 $21K 0.00% +2K +180.4% $6.55 +28.7%
486 FLAGSTAR BANK NATIONAL ASSOC 1,428.0 $21K 0.00% +750.0 +110.6% $14.94
487 LSTR LANDSTAR SYS INC Industrials 103.0 $21K 0.00% +102.0 +10000.0% $206.82 -9.8%
488 SWX SOUTHWEST GAS HLDGS INC Utilities 239.0 $21K 0.00% +158.0 +195.1% $88.68 +0.2%
489 SPOT SPOTIFY TECHNOLOGY S A Communication Services 46.0 $21K 0.00% +34.0 +283.3% $459.15 +16.2%
490 VST VISTRA CORP Utilities 133.0 $21K 0.00% +78.0 +141.8% $158.64 -14.1%
491 SFM SPROUTS FMRS MKT INC Consumer Defensive 249.0 $21K 0.00% +151.0 +154.1% $84.58 -4.1%
492 AAL AMERICAN AIRLINES GROUP INC Industrials 1,159.0 $21K 0.00% +1K +2475.6% $18.07 -23.5%
493 NOVT NOVANTA INC Technology 129.0 $21K 0.00% +2.0 +1.6% $162.24 -10.5%
494 NYT NEW YORK TIMES CO MTN BE Communication Services 297.0 $21K 0.00% +160.0 +116.8% $69.98 -6.1%
495 WTFC WINTRUST FINL CORP Financial Services 129.0 $21K 0.00% +74.0 +134.6% $160.73 -5.0%
496 NWL NEWELL BRANDS INC Consumer Defensive 3,373.0 $21K 0.00% +2K +112.0% $6.14 -0.8%
497 FTV FORTIVE CORP Technology 338.0 $21K 0.00% +300.0 +789.5% $61.09 -1.7%
498 LINE LINEAGE INC Real Estate 475.0 $21K 0.00% +450.0 +1800.0% $43.25 -3.8%
499 HLI HOULIHAN LOKEY INC Financial Services 153.0 $21K 0.00% +141.0 +1175.0% $134.13 -3.8%
500 JXN JACKSON FINANCIAL INC Financial Services 200.0 $20K 0.00% +175.0 +700.0% $102.39 +26.8%
Page 25 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%