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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 37 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PINE ALPINE INCOME PPTY TR INC Real Estate 5.0 $104.0 NEW $20.80 -5.6%
722 ENCORE ENERGY CORP 79.0 $104.0 NEW $1.32
723 MLR MILLER INDS INC TENN Consumer Cyclical 2.0 $103.0 NEW $51.50 +9.5%
724 CBAN COLONY BANKCORP INC Financial Services 5.0 $101.0 NEW $20.20 +5.8%
725 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 17.0 $99.0 NEW $5.82 -7.3%
726 FSBC FIVE STAR BANCORP Financial Services 2.0 $98.0 NEW $49.00 -8.1%
727 TUSK MAMMOTH ENERGY SVCS INC Industrials 30.0 $98.0 NEW $3.27 -1.1%
728 NWFL NORWOOD FINANCIAL CORP Financial Services 3.0 $97.0 NEW $32.33 +4.5%
729 PAY PAYMENTUS HOLDINGS INC Technology 4.0 $97.0 NEW $24.25 +58.4%
730 NNOX NANO X IMAGING LTD Healthcare 82.0 $96.0 NEW $1.17 -24.4%
731 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 2.0 $95.0 NEW $47.50 -44.8%
732 ARAI ARRIVE AI INC Technology 221.0 $95.0 NEW $0.43 -44.2%
733 CLW CLEARWATER PAPER CORP Basic Materials 6.0 $95.0 NEW $15.83 +37.1%
734 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 2.0 $95.0 NEW $47.50 -4.9%
735 SAFEHOLD INC 6.0 $95.0 NEW $15.83
736 CORE LABORATORIES INC 8.0 $94.0 NEW $11.75
737 AARD AARDVARK THERAPEUTICS INC Healthcare 16.0 $93.0 NEW $5.81 +1.3%
738 FMAO FARMERS & MERCHANTS BANCORP Financial Services 3.0 $92.0 NEW $30.67 +10.0%
739 GETY GETTY IMAGES HOLDINGS INC Communication Services 103.0 $89.0 NEW $0.86 -68.5%
740 POWW OUTDOOR HOLDING CO Industrials 39.0 $89.0 NEW $2.28 -1.0%
Page 37 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%