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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 41 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SHOULDER INNOVATIONS INC 3.0 $61.0 NEW $20.33
802 ACNB ACNB CORP Financial Services 1.0 $60.0 NEW $60.00 +6.2%
803 ISTR INVESTAR HOLDING CORP Financial Services 2.0 $60.0 NEW $30.00 +2.4%
804 MYO MYOMO INC Healthcare 57.0 $60.0 NEW $1.05 +68.2%
805 ARHS ARHAUS INC Consumer Cyclical 7.0 $59.0 NEW $8.43 +20.5%
806 BTMD BIOTE CORP Healthcare 31.0 $59.0 NEW $1.90 -28.0%
807 CDZI CADIZ INC Utilities 14.0 $59.0 NEW $4.21 -22.4%
808 FLY FIREFLY AEROSPACE INC Industrials 2.0 $59.0 NEW $29.50 -15.6%
809 UNTY UNITY BANCORP INC Financial Services 1.0 $59.0 NEW $59.00 +2.6%
810 ATLANTIC INTL CORP 64.0 $59.0 NEW $0.92
811 DSGN DESIGN THERAPEUTICS INC Healthcare 4.0 $58.0 NEW $14.50 +7.8%
812 INSE INSPIRED ENTMT INC Consumer Cyclical 7.0 $58.0 NEW $8.29 -26.6%
813 NORTHPOINTE BANCSHARES INC. 3.0 $58.0 NEW $19.33
814 CIVB CIVISTA BANCSHARES INC Financial Services 2.0 $57.0 NEW $28.50 +0.0%
815 PLAY DAVE & BUSTERS ENTMT INC Communication Services 5.0 $57.0 NEW $11.40 -11.7%
816 PROP PRAIRIE OPER CO Financial Services 78.0 $57.0 NEW $0.73 -17.1%
817 AVD AMERICAN VANGUARD CORP Basic Materials 20.0 $56.0 NEW $2.80 -13.6%
818 SUNS SUNRISE RLTY TR INC Real Estate 7.0 $56.0 NEW $8.00 -2.3%
819 TLSI TRISALUS LIFE SCIENCES INC Healthcare 12.0 $55.0 NEW $4.58 +18.8%
820 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 25.0 $54.0 NEW $2.16 -4.4%
Page 41 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%