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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 48 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TVGN TEVOGEN BIO HLDGS INC Healthcare 1.0 $6.0 NEW $6.00 +2.0%
942 GAIA GAIA INC NEW Communication Services 2.0 $5.0 NEW $2.50 -42.2%
943 KRMD KORU MEDICAL SYSTEMS INC Healthcare 1.0 $5.0 NEW $5.00 -33.7%
944 NEXTNRG INC 13.0 $5.0 NEW $0.38
945 GTN GRAY MEDIA INC Communication Services 1.0 $4.0 NEW $4.00 +24.4%
946 NEON NEONODE INC Technology 4.0 $4.0 NEW $1.00 -12.0%
947 CRMT AMERICAS CAR-MART INC Consumer Cyclical 1.0 $3.0 NEW $3.00 +3.8%
948 LVWR LIVEWIRE GROUP INC Consumer Cyclical 2.0 $3.0 NEW $1.50 -18.3%
949 SIEB SIEBERT FINL CORP Financial Services 1.0 $2.0 NEW $2.00 +1.2%
950 AREN THE ARENA GROUP HOLDINGS INC Communication Services 2.0 $2.0 NEW $1.00 +12.5%
951 TVRD TVARDI THERAPEUTICS INC Healthcare 1.0 $2.0 NEW $2.00 -7.5%
952 VGAS VERDE CLEAN FUELS INC Utilities 1.0 $2.0 NEW $2.00 -33.5%
953 FOLD HLDGS INC 4.0 $2.0 NEW $0.50
Page 48 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%