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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 35 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CUSHMAN AND WAKEFIELD LTD 731.0 $10K 0.00% +701.0 +2336.7% $13.39
682 PEGA PEGASYSTEMS INC Technology 326.0 $10K 0.00% +314.0 +2616.7% $29.97 +12.0%
683 MKL MARKEL GROUP INC Financial Services 5.0 $10K 0.00% +3.0 +150.0% $1953.20 -8.1%
684 NAVI NAVIENT CORPORATION Financial Services 1,141.0 $10K 0.00% +1K +784.5% $8.51 +11.0%
685 CNO CNO FINL GROUP INC Financial Services 190.0 $10K 0.00% +175.0 +1166.7% $50.98 +5.0%
686 RGTI RIGETTI COMPUTING INC Technology 499.0 $10K 0.00% +176.0 +54.5% $19.32 -7.3%
687 ARES ARES MANAGEMENT CORPORATION Financial Services 86.0 $10K 0.00% +44.0 +104.8% $111.31 +26.9%
688 LUV SOUTHWEST AIRLS CO Industrials 186.0 $10K 0.00% +94.0 +102.2% $51.42 -21.5%
689 HALO HALOZYME THERAPEUTICS INC Healthcare 122.0 $10K 0.00% +92.0 +306.7% $78.27 +38.2%
690 NWE NORTHWESTERN ENERGY GROUP IN Utilities 132.0 $9K 0.00% +119.0 +915.4% $71.62 -3.0%
691 IOSP INNOSPEC INC Basic Materials 116.0 $9K 0.00% +104.0 +866.7% $81.40 +15.0%
692 BIOHAVEN LTD 633.0 $9K 0.00% +617.0 +3856.2% $14.88
693 NGVT INGEVITY CORP Basic Materials 126.0 $9K 0.00% +123.0 +4100.0% $74.67 -5.9%
694 MPT MEDICAL PROPERTIES TRUST INC Financial Services 2,029.0 $9K 0.00% +21.0 +1.1% $4.62 -10.8%
695 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 541.0 $9K 0.00% +524.0 +3082.3% $17.31 +3.5%
696 LYV LIVE NATION ENTERTAINMENT IN Communication Services 51.0 $9K 0.00% +23.0 +82.1% $183.14 -0.7%
697 NSP INSPERITY INC Industrials 225.0 $9K 0.00% +178.0 +378.7% $41.31 +27.8%
698 NMIH NMI HLDGS INC Financial Services 225.0 $9K 0.00% +172.0 +324.5% $41.09 +9.9%
699 EE EXCELERATE ENERGY INC Utilities 243.0 $9K 0.00% +241.0 +10000.0% $37.99 +3.6%
700 UHAL U HAUL HOLDING COMPANY 141.0 $9K 0.00% +41.0 +41.0% $65.45
Page 35 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%