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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $790M AUM 2,890 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 531 New 812 Added 255 Reduced
Page 27 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PBFS PIONEER BANCORP INC MD Financial Services 1.0 $14.0 NEW $14.00 +32.4%
522 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 4.0 $13.0 NEW $3.25 -11.1%
523 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 9.0 $13.0 NEW $1.44 -52.6%
524 MATIV HOLDINGS INC 1.0 $13.0 NEW $13.00
525 OOMA OOMA INC Communication Services 1.0 $12.0 NEW $12.00 +93.3%
526 RZLT REZOLUTE INC Healthcare 5.0 $12.0 NEW $2.40 +90.8%
527 ALLO ALLOGENE THERAPEUTICS INC Healthcare 8.0 $11.0 NEW $1.38 +43.3%
528 MAPS WM TECHNOLOGY INC Technology 7.0 $6.0 NEW $0.86 -53.6%
529 EXFY EXPENSIFY INC Technology 3.0 $5.0 NEW $1.67 +42.8%
530 KLTR KALTURA INC Technology 3.0 $5.0 NEW $1.67 -9.4%
531 CURI CURIOSITYSTREAM INC Communication Services 1.0 $4.0 NEW $4.00 -32.2%
Page 27 of 27  ·  531 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 27.5%
Healthcare 17.8%
Financial Services 15.1%
Consumer Defensive 14.1%
Consumer Cyclical 6.8%
Industrials 6.3%
Communication Services 4.9%
Energy 2.6%
Utilities 2.1%
Real Estate 1.5%