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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 39 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HCAT HEALTH CATALYST INC Healthcare 39.0 $78.0 NEW $2.00 -18.5%
762 TARA PROTARA THERAPEUTICS INC Healthcare 20.0 $77.0 NEW $3.85 +1.3%
763 CIX COMPX INTL INC Industrials 3.0 $75.0 NEW $25.00 +25.8%
764 FLXS FLEXSTEEL INDS INC Consumer Cyclical 1.0 $75.0 NEW $75.00 +6.7%
765 IMMR IMMERSION CORP Technology 11.0 $75.0 NEW $6.82 +13.2%
766 ADNT ADIENT PLC Consumer Cyclical 4.0 $74.0 NEW $18.50 +5.4%
767 NVCT NUVECTIS PHARMA INC Healthcare 4.0 $74.0 NEW $18.50 +26.2%
768 TTEC TTEC HLDGS INC Technology 38.0 $74.0 NEW $1.95 -26.6%
769 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 38.0 $73.0 NEW $1.92 +7.8%
770 WALD WALDENCAST PLC Technology 41.0 $73.0 NEW $1.78 -24.2%
771 SKILLSOFT CORP 14.0 $73.0 NEW $5.21
772 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 1.0 $72.0 NEW $72.00 -1.4%
773 AEYE AUDIOEYE INC Technology 12.0 $70.0 NEW $5.83 +22.4%
774 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 30.0 $70.0 NEW $2.33 +2.0%
775 REZOLVE AI PLC 22.0 $70.0 NEW $3.18
776 OABI OMNIAB INC Healthcare 28.0 $69.0 NEW $2.46 +74.5%
777 ANTERIS TECHNOLOGIES GLOBAL 7.0 $69.0 NEW $9.86
778 BZAI BLAIZE HLDGS INC Technology 49.0 $68.0 NEW $1.39 -64.3%
779 CCNE CNB FINL CORP PA Financial Services 2.0 $68.0 NEW $34.00 -0.6%
780 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 7.0 $68.0 NEW $9.71 -8.6%
Page 39 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%