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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 6 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOBL PROSHARES TR 2,720.0 $153K 0.02% +2K +126.7% $56.16 +3.5%
102 MTCH MATCH GROUP INC NEW Communication Services 3,914.0 $149K 0.02% +646.0 +19.8% $38.05 +1.7%
103 ES EVERSOURCE ENERGY Utilities 1,974.0 $143K 0.02% +1K +107.8% $72.27 -0.1%
104 PCG PG&E CORP Utilities 8,155.0 $137K 0.01% +2K +39.3% $16.82 +5.9%
105 MCK MCKESSON CORP Healthcare 180.0 $136K 0.01% +20.0 +12.5% $755.62 +15.0%
106 APLD APPLIED DIGITAL CORP Technology 3,598.0 $134K 0.01% +233.0 +6.9% $37.30 -23.6%
107 MET METLIFE INC Financial Services 1,566.0 $132K 0.01% +199.0 +14.6% $84.61 +14.3%
108 DUHP DIMENSIONAL ETF TRUST 3,167.0 $132K 0.01% +322.0 +11.3% $41.73 +1.4%
109 PFE PFIZER INC Healthcare 5,482.0 $132K 0.01% +567.0 +11.5% $24.08 +13.2%
110 CMI CUMMINS INC Industrials 185.0 $132K 0.01% +63.0 +51.6% $713.35 -13.0%
111 FCX FREEPORT MCMORAN INC Basic Materials 2,075.0 $130K 0.01% +1K +95.8% $62.89 +5.4%
112 TJX TJX COS INC NEW Consumer Cyclical 852.0 $129K 0.01% +129.0 +17.8% $151.49 -0.3%
113 SPSB SPDR SERIES TRUST 4,290.0 $129K 0.01% +261.0 +6.5% $30.01 -0.2%
114 KLAC KLA CORP Technology 403.0 $122K 0.01% +364.0 +933.3% $301.71 -35.4%
115 GIS GENERAL MILLS INC Consumer Defensive 3,490.0 $121K 0.01% +1K +72.9% $34.80 +9.4%
116 PAYX PAYCHEX INC Industrials 1,234.0 $121K 0.01% +37.0 +3.1% $98.33 +22.0%
117 PH PARKER-HANNIFIN CORP Industrials 121.0 $118K 0.01% +16.0 +15.2% $978.12 +6.5%
118 OC OWENS CORNING NEW Industrials 744.0 $118K 0.01% +572.0 +332.6% $158.96 -5.3%
119 DAL DELTA AIR LINES INC Industrials 1,260.0 $118K 0.01% +354.0 +39.1% $93.66 -8.5%
120 FIBK FIRST INTST BANCSYSTEM INC Financial Services 3,000.0 $116K 0.01% +3K +10000.0% $38.56 -0.3%
Page 6 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 25.8%
Healthcare 17.5%
Financial Services 13.7%
Consumer Defensive 13.4%
Industrials 7.4%
Communication Services 6.9%
Consumer Cyclical 6.3%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%