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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 46 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 NRDY NERDY INC Technology 26.0 $24.0 NEW $0.92 -29.2%
902 TWI TITAN INTL INC ILL Industrials 3.0 $24.0 NEW $8.00 -19.8%
903 MITT TPG MTG INVTS TR INC Real Estate 3.0 $24.0 NEW $8.00 -16.9%
904 CRD-B CRAWFORD & CO 2.0 $23.0 NEW $11.50 +7.0%
905 JMSB JOHN MARSHALL BANCORP INC Financial Services 1.0 $22.0 NEW $22.00 +4.4%
906 TTGT TECHTARGET INC Communication Services 6.0 $22.0 NEW $3.67 +5.0%
907 CMCL CALEDONIA MNG CORP Basic Materials 1.0 $20.0 NEW $20.00 +15.3%
908 PDLB PONCE FINANCIAL GROUP INC Financial Services 1.0 $20.0 NEW $20.00 +3.2%
909 RMAX RE/MAX HLDGS INC Real Estate 2.0 $20.0 NEW $10.00 +36.1%
910 RELL RICHARDSON ELECTRS LTD Technology 1.0 $20.0 NEW $20.00 -5.0%
911 SRBK SR BANCORP INC Financial Services 1.0 $20.0 NEW $20.00 +1.1%
912 ERAS ERASCA INC Healthcare 1.0 $19.0 NEW $19.00 -4.7%
913 MYPS PLAYSTUDIOS INC Technology 38.0 $19.0 NEW $0.50 +2.0%
914 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 2.0 $18.0 NEW $9.00 -6.3%
915 MLP MAUI LD & PINEAPPLE INC Real Estate 1.0 $18.0 NEW $18.00 -10.5%
916 SKYX SKYX PLATFORMS CORP Industrials 16.0 $18.0 NEW $1.12 +4.0%
917 XEROX HOLDINGS CORP 59.0 $17.0 NEW $0.29
918 ACTU ACTUATE THERAPEUTICS INC Healthcare 10.0 $16.0 NEW $1.60 -34.4%
919 SBC MED GROUP HLDGS INC 5.0 $16.0 NEW $3.20
920 OPBK OP BANCORP Financial Services 1.0 $15.0 NEW $15.00 +3.7%
Page 46 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%