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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 1 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 DERM JOURNEY MED CORP Healthcare 15,000 $116K 0.01% SOLD
2 ESPR ESPERION THERAPEUTICS INC NE Healthcare 25,000 $92K 0.01% SOLD
3 SPTM SPDR SERIES TRUST 829 $68K 0.01% SOLD
4 DGRW WISDOMTREE TR 747 $67K 0.01% SOLD
5 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 4,925 $57K 0.01% SOLD
6 BLD TOPBUILD CORP Industrials 106 $44K 0.01% SOLD
7 PNFP PINNACLE FINL PARTNERS INC Financial Services 439 $42K 0.01% SOLD
8 IYH ISHARES TR 615 $40K 0.01% SOLD
9 HOLOGIC INC 484 $36K 0.01% SOLD
10 FMDE FIDELITY COVINGTON TRUST 973 $35K 0.00% SOLD
11 ONON ON HLDG AG Consumer Cyclical 725 $34K 0.00% SOLD
12 EIM EATON VANCE MUN BD FD Financial Services 3,451 $34K 0.00% SOLD
13 PTLC PACER FDS TR 600 $33K 0.00% SOLD
14 HON HONEYWELL INTL INC Industrials 168 $33K 0.00% SOLD
15 MIST MILESTONE PHARMACEUTICALS IN Healthcare 15,000 $30K 0.00% SOLD
16 IEI ISHARES TR 250 $30K 0.00% SOLD
17 MASI MASIMO CORP Healthcare 176 $23K 0.00% SOLD
18 CONFLUENT INC 673 $20K 0.00% SOLD
19 DD DUPONT DE NEMOURS INC Basic Materials 489 $20K 0.00% SOLD
20 FNDA SCHWAB STRATEGIC TR 582 $18K 0.00% SOLD
Page 1 of 8  ·  156 positions
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%