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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 21 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PLG PLATINUM GROUP METALS LTD Basic Materials 803.0 $1K NEW $1.35 +11.8%
402 VTEX VTEX Technology 271.0 $1K NEW $4.00 -9.2%
403 XZO EXZEO GROUP INC Financial Services 64.0 $1K NEW $16.88 -4.8%
404 ASC ARDMORE SHIPPING CORP Industrials 76.0 $1K NEW $14.01 +31.2%
405 AKTS AKTIS ONCOLOGY INC Healthcare 33.0 $1K NEW $32.24 -22.4%
406 INOD INNODATA INC Technology 14.0 $1K NEW $75.64 -17.0%
407 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 54.0 $1K NEW $19.48 -14.1%
408 FSUN FIRSTSUN CAP BANCORP Financial Services 27.0 $1K NEW $38.81 +2.8%
409 GIC GLOBAL INDUSTRIAL COMPANY Industrials 31.0 $1K NEW $33.48 +16.1%
410 SLG SL GREEN RLTY CORP Real Estate 20.0 $1K NEW $51.80 +11.3%
411 CLFD CLEARFIELD INC Technology 26.0 $1K NEW $39.81 -29.9%
412 EVGO EVGO INC Consumer Cyclical 537.0 $1K NEW $1.91 -19.9%
413 IAC PEOPLE INC Technology 22.0 $1K NEW $46.18 -0.1%
414 OPFI OPPFI INC Technology 102.0 $1K NEW $9.93 -27.7%
415 SOUN SOUNDHOUND AI INC Technology 154.0 $997.0 NEW $6.47 +10.6%
416 SATL SATELLOGIC INC Technology 172.0 $984.0 NEW $5.72 -3.3%
417 PRG PROG HOLDINGS INC Industrials 21.0 $979.0 NEW $46.62 -11.3%
418 PROSHARES TR 98.0 $974.0 NEW $9.94
419 BDN BRANDYWINE RLTY TR Real Estate 306.0 $971.0 NEW $3.17 -3.3%
420 GABC GERMAN AMERN BANCORP INC Financial Services 20.0 $950.0 NEW $47.50 +4.3%
Page 21 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%