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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 36 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RDNT RADNET INC Healthcare 149.0 $9K 0.00% +144.0 +2880.0% $61.68 +24.6%
702 BEN FRANKLIN RESOURCES INC Financial Services 275.0 $9K 0.00% +211.0 +329.7% $33.27 +3.1%
703 GFS GLOBALFOUNDRIES INC Technology 111.0 $9K 0.00% +29.0 +35.4% $82.41 -41.7%
704 GEN GEN DIGITAL INC Technology 365.0 $9K 0.00% +244.0 +201.7% $24.89 +16.2%
705 STNG SCORPIO TANKERS INC Energy 131.0 $9K 0.00% +122.0 +1355.6% $69.27 +13.3%
706 AUPH AURINIA PHARMACEUTICALS INC Healthcare 530.0 $9K 0.00% +500.0 +1666.7% $16.97 -1.9%
707 KEX KIRBY CORP Industrials 66.0 $9K 0.00% +58.0 +725.0% $135.98 +2.9%
708 AVA AVISTA CORP Utilities 218.0 $9K 0.00% +213.0 +4260.0% $40.91 -8.2%
709 CACC CREDIT ACCEP CORP MICH Financial Services 14.0 $9K 0.00% +13.0 +1300.0% $636.79 -5.6%
710 MOOG INC 21.0 $9K 0.00% +16.0 +320.0% $423.86
711 GTY GETTY RLTY CORP NEW Real Estate 265.0 $9K 0.00% +262.0 +8733.3% $33.36 -0.8%
712 SIRI SIRIUSXM HOLDINGS INC Communication Services 299.0 $9K 0.00% +282.0 +1658.8% $29.54 -2.9%
713 FRME FIRST MERCHANTS CORP Financial Services 202.0 $9K 0.00% +178.0 +741.7% $43.69 -3.8%
714 MGA MAGNA INTL INC Consumer Cyclical 133.0 $9K 0.00% +52.0 +64.2% $65.66 +11.3%
715 ALK ALASKA AIR GROUP INC Industrials 166.0 $9K 0.00% +154.0 +1283.3% $52.20 -22.6%
716 WSM WILLIAMS SONOMA INC Consumer Cyclical 37.0 $9K 0.00% +7.0 +23.3% $233.30 +1.8%
717 AMKR AMKOR TECHNOLOGY INC Technology 100.0 $9K 0.00% +76.0 +316.7% $86.23 -41.7%
718 VXF VANGUARD INDEX FDS 35.0 $9K 0.00% +15.0 +75.0% $246.23 -0.3%
719 CORT CORCEPT THERAPEUTICS INC Healthcare 99.0 $9K 0.00% +76.0 +330.4% $86.96 +40.6%
720 AX AXOS FINANCIAL INC Financial Services 88.0 $9K 0.00% +80.0 +1000.0% $97.40 -0.8%
Page 36 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%