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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 2 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SILJ AMPLIFY ETF TR 1,636.0 $42K 0.01% NEW $25.92 +10.6%
22 FBP FIRST BANCORP CORPORATION Financial Services 1,511.0 $39K 0.00% NEW $26.07 +12.6%
23 WHR WHIRLPOOL CORP Consumer Cyclical 953.0 $38K 0.00% NEW $39.42 -0.4%
24 SAM BOSTON BEER INC Consumer Defensive 207.0 $37K 0.00% NEW $177.03 +0.9%
25 CARNIVAL CORP LTD 1,209.0 $35K 0.00% NEW $28.57
26 DJD INVESCO EXCHANGE TRADED FD T 537.0 $34K 0.00% NEW $63.37 +3.6%
27 XOVR ENTREPRENEURSHARES SERIES TR 1,606.0 $34K 0.00% NEW $21.05 -4.3%
28 RAAX VANECK ETF TRUST 808.0 $32K 0.00% NEW $39.67 +4.5%
29 DUPONT DE NEMOURS INC 223.0 $30K 0.00% NEW $135.65
30 IUSV ISHARES TR 273.0 $30K 0.00% NEW $110.15 +4.1%
31 SEDG SOLAREDGE TECHNOLOGIES INC Energy 504.0 $29K 0.00% NEW $58.44 -49.0%
32 RWR SPDR SERIES TRUST 258.0 $29K 0.00% NEW $112.97 +0.4%
33 NFRA FLEXSHARES TR 452.0 $29K 0.00% NEW $64.12 +2.7%
34 GRID FIRST TR EXCHANGE-TRADED FD 143.0 $27K 0.00% NEW $191.76 -4.2%
35 KRG KITE REALTY GROUP TRUST Real Estate 939.0 $27K 0.00% NEW $28.38 -6.8%
36 ADC AGREE RLTY CORP Real Estate 349.0 $26K 0.00% NEW $75.74 -2.0%
37 HONEYWELL INTL INC 118.0 $26K 0.00% NEW $222.96
38 NOK NOKIA CORP Technology 1,950.0 $26K 0.00% NEW $13.28 -21.8%
39 HONEYWELL AEROSPACE INC 116.0 $26K 0.00% NEW $221.09
40 EFA ISHARES TR 242.0 $25K 0.00% NEW $103.88 +3.3%
Page 2 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%