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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 68 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 LCNB LCNB CORP Financial Services 8.0 $141.0 +3.0 +60.0% $17.62 +15.6%
1342 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 21.0 $141.0 +12.0 +133.3% $6.71 -16.1%
1343 SHBI SHORE BANCSHARES INC Financial Services 6.0 $138.0 +4.0 +200.0% $23.00 +2.4%
1344 GOSS GOSSAMER BIO INC Healthcare 830.0 $137.0 +771.0 +1306.8% $0.17 -9.9%
1345 OOMA OOMA INC Communication Services 7.0 $135.0 +6.0 +600.0% $19.29 +6.8%
1346 SYM SYMBOTIC INC Industrials 3.0 $135.0 +1.0 +50.0% $45.00 -10.5%
1347 ATLO AMES NATL CORP Financial Services 4.0 $119.0 +1.0 +33.3% $29.75 +7.5%
1348 PLBC PLUMAS BANCORP Financial Services 2.0 $117.0 +1.0 +100.0% $58.50 +5.8%
1349 VERX VERTEX INC Technology 10.0 $115.0 +9.0 +900.0% $11.50 +16.2%
1350 LIONSGATE STUDIOS CORP 7.0 $108.0 +1.0 +16.7% $15.43
1351 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 20.0 $106.0 +10.0 +100.0% $5.30 -29.2%
1352 FDBC FIDELITY D & D BANCORP INC Financial Services 2.0 $103.0 +1.0 +100.0% $51.50 +7.4%
1353 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 3.0 $102.0 +1.0 +50.0% $34.00 +0.7%
1354 EPSN EPSILON ENERGY LTD Energy 18.0 $98.0 +1.0 +5.9% $5.44 +2.7%
1355 EBMT EAGLE BANCORP MONT INC Financial Services 4.0 $96.0 +1.0 +33.3% $24.00 -4.5%
1356 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 4.0 $94.0 +1.0 +33.3% $23.50 -9.3%
1357 BCML BAYCOM CORP Financial Services 2.0 $66.0 +1.0 +100.0% $33.00 -5.2%
1358 USCB USCB FINANCIAL HOLDINGS INC Financial Services 3.0 $62.0 +2.0 +200.0% $20.67 +9.4%
1359 MATIV HOLDINGS INC 7.0 $53.0 +6.0 +600.0% $7.57
1360 ASCENT INDUSTRIES CO 3.0 $46.0 +1.0 +50.0% $15.33
Page 68 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%