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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 33 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 24.0 $186.0 NEW $7.75 +11.1%
642 ANGI ANGI INC Communication Services 31.0 $185.0 NEW $5.97 -22.9%
643 ASTE ASTEC INDS INC Industrials 3.0 $184.0 NEW $61.33 -32.1%
644 AIOT POWERFLEET INC Technology 48.0 $184.0 NEW $3.83 -21.1%
645 LAW CS DISCO INC Technology 48.0 $182.0 NEW $3.79 +13.4%
646 EHTH EHEALTH INC Financial Services 120.0 $179.0 NEW $1.49 -17.2%
647 BALLYS CORPORATION 13.0 $179.0 NEW $13.77
648 NIQ GLOBAL INTELLIGENCE PLC 19.0 $178.0 NEW $9.37
649 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 8.0 $175.0 NEW $21.88 -35.0%
650 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 67.0 $174.0 NEW $2.60 +21.5%
651 BBBY BED BATH & BEYOND INC Consumer Cyclical 30.0 $174.0 NEW $5.80 -25.0%
652 RPC RIDGEPOST CAP INC Financial Services 22.0 $174.0 NEW $7.91 +9.1%
653 RXRX RECURSION PHARMACEUTICALS IN Healthcare 47.0 $173.0 NEW $3.68 -8.8%
654 SNN SMITH & NEPHEW PLC Healthcare 6.0 $173.0 NEW $28.83 +0.9%
655 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 31.0 $172.0 NEW $5.55 -9.6%
656 NECB NORTHEAST CMNTY BANCORP INC Financial Services 6.0 $167.0 NEW $27.83 -6.0%
657 RGP RESOURCES CONNECTION INC Industrials 39.0 $166.0 NEW $4.26 +3.3%
658 SMTI SANARA MEDTECH INC Healthcare 7.0 $166.0 NEW $23.71 +44.4%
659 QSI QUANTUM SI INC Healthcare 185.0 $164.0 NEW $0.89 -11.2%
660 OSUR ORASURE TECHNOLOGIES INC Healthcare 36.0 $161.0 NEW $4.47 -17.2%
Page 33 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%