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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 69 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 RMR RMR GROUP INC Real Estate 2.0 $42.0 +1.0 +100.0% $21.00 -5.5%
1362 KLTR KALTURA INC Technology 31.0 $41.0 +28.0 +933.3% $1.32 +26.3%
1363 RVSB RIVERVIEW BANCORP INC Financial Services 7.0 $39.0 +2.0 +40.0% $5.57 -7.7%
1364 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 46.0 $32.0 +37.0 +411.1% $0.70 -13.7%
Page 69 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%