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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 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVTM AMERICAN CENTY ETF TR 205,237.0 $11.2M 1.22% NEW $54.44 +2.6%
2 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 40,000.0 $590K 0.06% NEW $14.76 -11.0%
3 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 20,060.0 $510K 0.06% NEW $25.44 +10.0%
4 SPACE EXPLORATION TECHN CORP 1,675.0 $286K 0.03% NEW $170.86
5 BSCQ INVESCO EXCH TRD SLF IDX FD 12,775.0 $249K 0.03% NEW $19.52 +0.2%
6 JEPI J P MORGAN EXCHANGE TRADED F 4,013.0 $227K 0.03% NEW $56.48 +2.5%
7 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 10,204.0 $130K 0.01% NEW $12.76 -0.4%
8 DGRO ISHARES TR 1,470.0 $111K 0.01% NEW $75.79 +5.2%
9 FEDEX FGHT HLDG CO INC 605.0 $91K 0.01% NEW $151.00
10 CUBE CUBESMART Real Estate 1,974.0 $79K 0.01% NEW $39.77 +4.0%
11 DFSI DIMENSIONAL ETF TRUST 1,520.0 $69K 0.01% NEW $45.10 +4.0%
12 BSCW INVESCO EXCH TRD SLF IDX FD 3,190.0 $65K 0.01% NEW $20.51 -1.0%
13 PINNACLE FINL PARTNERS INC 640.0 $65K 0.01% NEW $100.88
14 CUZ COUSINS PPTYS INC Real Estate 2,095.0 $63K 0.01% NEW $29.98 -2.9%
15 ITOT ISHARES TR 378.0 $62K 0.01% NEW $164.27 +2.7%
16 MAN MANPOWERGROUP INC WIS Industrials 1,823.0 $62K 0.01% NEW $33.77 +72.7%
17 QQQM INVESCO EXCH TRADED FD TR II 167.0 $51K 0.01% NEW $302.99 -2.3%
18 WEN WENDYS CO Consumer Cyclical 5,887.0 $49K 0.01% NEW $8.29 +2.1%
19 GUNR FLEXSHARES TR 982.0 $48K 0.01% NEW $49.28 +9.6%
20 DOW DOW HLDGS INC Basic Materials 1,566.0 $43K 0.01% NEW $27.36 +14.5%
Page 1 of 48  ·  953 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%