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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 22 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AVBP ARRIVENT BIOPHARMA INC Healthcare 27.0 $938.0 NEW $34.74 -13.6%
422 BKKT BAKKT INC Technology 119.0 $930.0 NEW $7.82 -1.0%
423 ACH ACCENDRA HEALTH INC Healthcare 271.0 $927.0 NEW $3.42 -61.4%
424 AURA AURA BIOSCIENCES INC Healthcare 130.0 $923.0 NEW $7.10 +9.7%
425 GENI GENIUS SPORTS LIMITED Communication Services 152.0 $922.0 NEW $6.07 +28.1%
426 LILA LIBERTY LATIN AMERICA LTD Communication Services 117.0 $918.0 NEW $7.85 +6.3%
427 QQQJ INVESCO EXCH TRADED FD TR II 20.0 $911.0 NEW $45.55 +1.2%
428 PLSE PULSE BIOSCIENCES INC Healthcare 32.0 $888.0 NEW $27.75 +69.4%
429 CTEV CLARITEV CORPORATION Healthcare 26.0 $887.0 NEW $34.12 +3.7%
430 UAA UNDER ARMOUR INC Consumer Cyclical 138.0 $882.0 NEW $6.39 -17.9%
431 MAGN MAGNERA CORP Industrials 75.0 $882.0 NEW $11.76 +2.3%
432 CTMX CYTOMX THERAPEUTICS INC. Healthcare 232.0 $870.0 NEW $3.75 -4.8%
433 CVI CVR ENERGY INC Energy 31.0 $854.0 NEW $27.55 +33.2%
434 WTI W & T OFFSHORE INC Energy 269.0 $848.0 NEW $3.15 +22.4%
435 GREIF INC 9.0 $842.0 NEW $93.56
436 BLZE BACKBLAZE INC Technology 53.0 $841.0 NEW $15.87 +6.4%
437 MBI MBIA INC Financial Services 128.0 $835.0 NEW $6.52 -26.1%
438 NRDS NERDWALLET INC Financial Services 90.0 $833.0 NEW $9.26 +9.3%
439 ADVANTAGE SOLUTIONS INC 19.0 $822.0 NEW $43.26
440 ABEV AMBEV SA Consumer Defensive 260.0 $817.0 NEW $3.14 -10.6%
Page 22 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%