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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 43 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GNE GENIE ENERGY LTD Utilities 3.0 $44.0 NEW $14.67 +0.6%
842 PEBK PEOPLES BANCORP N C INC Financial Services 1.0 $44.0 NEW $44.00 +3.5%
843 BW BABCOCK & WILCOX ENTERPRISES Industrials 3.0 $43.0 NEW $14.33 -38.5%
844 BWB BRIDGEWATER BANCSHARES INC Financial Services 2.0 $43.0 NEW $21.50 +4.2%
845 ELMD ELECTROMED INC Healthcare 1.0 $43.0 NEW $43.00 -4.2%
846 TITN TITAN MACHY INC Industrials 2.0 $43.0 NEW $21.50 -14.8%
847 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 1.0 $43.0 NEW $43.00 +0.3%
848 RM REGIONAL MGMT CORP Financial Services 1.0 $42.0 NEW $42.00 -19.7%
849 RCKY ROCKY BRANDS INC Consumer Cyclical 1.0 $42.0 NEW $42.00 +9.9%
850 DIGIMARC CORP 5.0 $42.0 NEW $8.40
851 AROW ARROW FINL CORP Financial Services 1.0 $41.0 NEW $41.00 -4.5%
852 EPM EVOLUTION PETE CORP Energy 11.0 $41.0 NEW $3.73 -10.0%
853 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 3.0 $40.0 NEW $13.33 -3.6%
854 WEYS WEYCO GROUP INC Consumer Cyclical 1.0 $40.0 NEW $40.00 +16.2%
855 RAMACO RES INC 3.0 $40.0 NEW $13.33
856 KINS KINGSTONE COS INC Financial Services 2.0 $39.0 NEW $19.50 +2.0%
857 KIDS ORTHOPEDIATRICS CORP Healthcare 2.0 $39.0 NEW $19.50 +33.1%
858 PKOH PARK-OHIO HLDGS CORP Industrials 1.0 $39.0 NEW $39.00 +21.7%
859 XRN CHIRON REAL ESTATE INC Financial Services 1.0 $38.0 NEW $38.00 -3.8%
860 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 1.0 $38.0 NEW $38.00 +123.0%
Page 43 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%