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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 3 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XME SPDR SERIES TRUST 233.0 $25K 0.00% NEW $106.93 +6.8%
42 HR HEALTHCARE RLTY TR Real Estate 1,213.0 $24K 0.00% NEW $20.17 -5.0%
43 UDR UDR INC Real Estate 608.0 $24K 0.00% NEW $39.92 -6.7%
44 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 6,500.0 $24K 0.00% NEW $3.64 -21.0%
45 JMEE J P MORGAN EXCHANGE TRADED F 300.0 $23K 0.00% NEW $78.03 +0.8%
46 ING ING GROEP N.V. Financial Services 710.0 $22K 0.00% NEW $31.38 +12.9%
47 CBT CABOT CORP Basic Materials 244.0 $22K 0.00% NEW $90.82 -6.4%
48 DES WISDOMTREE TR 490.0 $20K 0.00% NEW $40.68 +1.3%
49 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 303.0 $20K 0.00% NEW $64.45 +0.9%
50 PECO PHILLIPS EDISON & CO INC Real Estate 462.0 $19K 0.00% NEW $41.62 -4.2%
51 STM STMICROELECTRONICS N V Technology 256.0 $19K 0.00% NEW $74.89 -30.1%
52 BYD BOYD GAMING CORP Consumer Cyclical 216.0 $19K 0.00% NEW $88.34 -5.5%
53 FBNC FIRST BANCORP N C Financial Services 276.0 $18K 0.00% NEW $63.93 +2.9%
54 AZN ASTRAZENECA PLC Healthcare 93.0 $18K 0.00% NEW $189.62 -15.5%
55 FTC FIRST TR EXCHANGE-TRADED ALP 89.0 $17K 0.00% NEW $193.78 -5.4%
56 PAGP PLAINS GP HLDGS L P Energy 705.0 $17K 0.00% NEW $24.27 +8.3%
57 FYX FIRST TR EXCHANGE-TRADED ALP 116.0 $17K 0.00% NEW $144.30 +0.1%
58 EMN EASTMAN CHEM CO Basic Materials 247.0 $17K 0.00% NEW $66.98 +9.1%
59 EZPW EZCORP INC Financial Services 461.0 $16K 0.00% NEW $34.57 -15.7%
60 BAX BAXTER INTL INC Healthcare 727.0 $16K 0.00% NEW $21.32 +20.9%
Page 3 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%