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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 5 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DCOM DIME COML BANCSHARES INC Financial Services 289.0 $12K 0.00% NEW $40.65 -0.1%
82 FBRT FRANKLIN BSP RLTY TR INC Real Estate 1,405.0 $11K 0.00% NEW $8.14 -1.4%
83 STANDARDAERO INC 370.0 $11K 0.00% NEW $29.91
84 FLNG FLEX LNG LTD Energy 388.0 $11K 0.00% NEW $28.06 +10.8%
85 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 346.0 $11K 0.00% NEW $31.20 +0.9%
86 HFWA HERITAGE FINL CORP WASH Financial Services 363.0 $11K 0.00% NEW $29.62 -0.6%
87 SFL SFL CORPORATION LTD Industrials 1,044.0 $11K 0.00% NEW $10.20 +21.9%
88 FMC FMC CORP Basic Materials 907.0 $10K 0.00% NEW $11.50 -12.0%
89 SGRY SURGERY PARTNERS INC Healthcare 616.0 $10K 0.00% NEW $16.80 -15.2%
90 RXT RACKSPACE TECHNOLOGY INC Technology 1,572.0 $10K 0.00% NEW $6.53 -46.1%
91 CRITICAL METALS CORP 1,000.0 $10K 0.00% NEW $10.25
92 LUNR INTUITIVE MACHINES INC Industrials 454.0 $10K 0.00% NEW $21.39 -9.7%
93 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 323.0 $10K 0.00% NEW $29.85 +3.2%
94 BNL BROADSTONE NET LEASE INC Real Estate 460.0 $10K 0.00% NEW $20.67 +0.5%
95 KIM KIMCO REALTY CORP Real Estate 372.0 $9K 0.00% NEW $25.35 -4.5%
96 BXP BXP INC Real Estate 141.0 $9K 0.00% NEW $66.31 -0.2%
97 UE URBAN EDGE PPTYS Real Estate 403.0 $9K 0.00% NEW $22.86 -5.0%
98 SMITHFIELD FOODS INC 375.0 $9K 0.00% NEW $24.26
99 JJSF J & J SNACK FOODS CORP Consumer Defensive 123.0 $9K 0.00% NEW $73.46 +20.9%
100 KRP KIMBELL RTY PARTNERS LP Energy 620.0 $9K 0.00% NEW $14.53 +2.6%
Page 5 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%