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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 6 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 230.0 $9K 0.00% NEW $39.05 +5.9%
102 LILAK LIBERTY LATIN AMERICA LTD Communication Services 1,146.0 $9K 0.00% NEW $7.79 +6.5%
103 FFTY CAPITAL-FORCE ETF TR 205.0 $9K 0.00% NEW $43.55 -14.7%
104 UUUU ENERGY FUELS INC Energy 608.0 $9K 0.00% NEW $14.50 -2.8%
105 VOE VANGUARD INDEX FDS 44.0 $9K 0.00% NEW $197.61 +5.7%
106 LOGI LOGITECH INTL S A Technology 91.0 $9K 0.00% NEW $94.04 +4.5%
107 MRTN MARTEN TRANS LTD Industrials 493.0 $9K 0.00% NEW $17.35 -14.1%
108 SOLV ENERGY INC 250.0 $9K 0.00% NEW $34.05
109 AMAL AMALGAMATED FINANCIAL CORP Financial Services 184.0 $8K 0.00% NEW $45.90 +9.3%
110 BV BRIGHTVIEW HLDGS INC Industrials 594.0 $8K 0.00% NEW $14.17 -18.8%
111 TSEM TOWER SEMICONDUCTOR LTD Technology 32.0 $8K 0.00% NEW $260.66 -7.7%
112 SIMO SILICON MOTION TECHNOLOGY CO Technology 25.0 $8K 0.00% NEW $333.36 -24.5%
113 ULCC FRONTIER GROUP HLDGS INC Industrials 1,023.0 $8K 0.00% NEW $7.91 -22.3%
114 MMI MARCUS & MILLICHAP INC Real Estate 258.0 $8K 0.00% NEW $31.17 +1.3%
115 COLD AMERICOLD REALTY TRUST INC Real Estate 505.0 $8K 0.00% NEW $15.72 -5.5%
116 AVB AVALONBAY CMNTYS INC Real Estate 41.0 $8K 0.00% NEW $188.73 -2.5%
117 DOLE DOLE PLC Consumer Defensive 555.0 $8K 0.00% NEW $13.72 -5.8%
118 OFG OFG BANCORP Financial Services 155.0 $8K 0.00% NEW $49.07 +8.1%
119 SATS ECHOSTAR CORP Technology 74.0 $8K 0.00% NEW $101.50 -9.5%
120 WEBULL CORP 1,113.0 $7K 0.00% NEW $6.52
Page 6 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%