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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 65 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 STGW STAGWELL INC Communication Services 56.0 $417.0 +11.0 +24.4% $7.45 +19.7%
1282 TPG TPG INC Financial Services 10.0 $406.0 +1.0 +11.1% $40.60 +31.4%
1283 ALDX ALDEYRA THERAPEUTICS INC Healthcare 190.0 $405.0 +176.0 +1257.1% $2.13 -26.6%
1284 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 120.0 $401.0 +116.0 +2900.0% $3.34 -9.8%
1285 ARQ INC 156.0 $398.0 +92.0 +143.8% $2.55
1286 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 9.0 $395.0 +2.0 +28.6% $43.89 -7.3%
1287 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 22.0 $388.0 +2.0 +10.0% $17.64 +11.7%
1288 RZLT REZOLUTE INC Healthcare 74.0 $385.0 +69.0 +1380.0% $5.20 -9.5%
1289 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 8.0 $369.0 +5.0 +166.7% $46.12 +3.6%
1290 FITLIFE BRANDS INC 33.0 $365.0 +9.0 +37.5% $11.06
1291 IIIN INSTEEL INDS INC Industrials 12.0 $363.0 +11.0 +1100.0% $30.25 +6.2%
1292 VAL VALARIS LTD Energy 5.0 $363.0 +2.0 +66.7% $72.60 +20.5%
1293 PRDO PERDOCEO ED CORP Consumer Defensive 11.0 $352.0 +1.0 +10.0% $32.00 +2.6%
1294 TTI TETRA TECHNOLOGIES INC DEL Energy 31.0 $352.0 +2.0 +6.9% $11.35 -33.0%
1295 EGHT 8X8 INC NEW Technology 202.0 $346.0 +122.0 +152.5% $1.71 +21.1%
1296 BK TECHNOLOGIES CORPORATION 4.0 $344.0 +2.0 +100.0% $86.00
1297 WSBF WATERSTONE FINL INC MD Financial Services 16.0 $332.0 +8.0 +100.0% $20.75 +2.5%
1298 AMR ALPHA METALLURGICAL RESOUR I Energy 2.0 $330.0 +1.0 +100.0% $165.00 +10.9%
1299 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5.0 $330.0 +2.0 +66.7% $66.00 -2.1%
1300 SD SANDRIDGE ENERGY INC Energy 24.0 $329.0 +7.0 +41.2% $13.71 +4.9%
Page 65 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%