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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 47 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 WNEB WESTERN NEW ENG BANCORP INC Financial Services 1.0 $15.0 NEW $15.00 -6.9%
922 CLPR CLIPPER RLTY INC Real Estate 5.0 $14.0 NEW $2.80 +12.1%
923 TCX TUCOWS INC Technology 1.0 $14.0 NEW $14.00 -26.9%
924 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 1.0 $12.0 NEW $12.00 -3.9%
925 CURV TORRID HLDGS INC Consumer Cyclical 6.0 $12.0 NEW $2.00 +6.0%
926 MFIN MEDALLION FINANCIAL CORP Financial Services 1.0 $11.0 NEW $11.00 +3.0%
927 PNBK PATRIOT NATL BANCORP INC Financial Services 11.0 $11.0 NEW $1.00 +5.0%
928 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 1.0 $11.0 NEW $11.00 -5.6%
929 RLGT RADIANT LOGISTICS INC Industrials 1.0 $10.0 NEW $10.00 -13.4%
930 SNFCA SECURITY NATL FINL CORP Financial Services 1.0 $10.0 NEW $10.00 -14.3%
931 SLND SOUTHLAND HLDGS INC Industrials 14.0 $10.0 NEW $0.71 -6.2%
932 SPRY ARS PHARMACEUTICALS INC Healthcare 1.0 $9.0 NEW $9.00 -30.0%
933 KG KESTREL GROUP LTD Financial Services 1.0 $9.0 NEW $9.00 -11.2%
934 USGO US GOLDMINING INC Basic Materials 1.0 $9.0 NEW $9.00 -3.1%
935 ASUR ASURE SOFTWARE INC Technology 1.0 $8.0 NEW $8.00 +4.4%
936 HF FOODS GROUP INC 5.0 $8.0 NEW $1.60
937 BYRN BYRNA TECHNOLOGIES INC Industrials 1.0 $7.0 NEW $7.00 -44.3%
938 LFT LUMENT FINANCE TRUST INC Real Estate 7.0 $7.0 NEW $1.00 -41.0%
939 VIRC VIRCO MFG CO Consumer Cyclical 1.0 $7.0 NEW $7.00 -15.6%
940 NL NLI HOLDINGS INC Industrials 1.0 $6.0 NEW $6.00 +8.3%
Page 47 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%