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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 10 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OKE ONEOK INC NEW Energy 1,866.0 $162K 0.02% +429.0 +29.9% $86.94 +8.8%
182 BLK BLACKROCK INC Financial Services 165.0 $159K 0.02% -53.0 -24.3% $961.56 +18.5%
183 XLF SELECT SECTOR SPDR TR 2,936.0 $157K 0.02% -159.0 -5.1% $53.61 +6.2%
184 IEFA ISHARES TR 1,603.0 $155K 0.02% -251.0 -13.5% $96.58 +3.5%
185 WEC WEC ENERGY GROUP INC Utilities 1,313.0 $153K 0.02% +425.0 +47.9% $116.77 -7.1%
186 UNP UNION PAC CORP Industrials 563.0 $153K 0.02% +292.0 +107.8% $272.00 +11.8%
187 NOBL PROSHARES TR 2,720.0 $153K 0.02% +2K +126.7% $56.16 +4.0%
188 IWB ISHARES TR 367.0 $150K 0.02% $409.50 +2.1%
189 MTCH MATCH GROUP INC NEW Communication Services 3,914.0 $149K 0.02% +646.0 +19.8% $38.05 +6.0%
190 ES EVERSOURCE ENERGY Utilities 1,974.0 $143K 0.02% +1K +107.8% $72.27 -0.2%
191 ETN EATON CORP PLC Industrials 332.0 $141K 0.01% -74.0 -18.2% $426.12 -2.5%
192 PCG PG&E CORP Utilities 8,155.0 $137K 0.01% +2K +39.3% $16.82 +6.8%
193 MCK MCKESSON CORP Healthcare 180.0 $136K 0.01% +20.0 +12.5% $755.62 +11.0%
194 FORTINET INC 875.0 $134K 0.01% -48.0 -5.2% $153.62
195 EPS WISDOMTREE TR 1,726.0 $134K 0.01% $77.79 +3.1%
196 APLD APPLIED DIGITAL CORP Technology 3,598.0 $134K 0.01% +233.0 +6.9% $37.30 -23.2%
197 ET ENERGY TRANSFER L P Energy 6,983.0 $134K 0.01% $19.12 +10.9%
198 MET METLIFE INC Financial Services 1,566.0 $132K 0.01% +199.0 +14.6% $84.61 +10.5%
199 DUHP DIMENSIONAL ETF TRUST 3,167.0 $132K 0.01% +322.0 +11.3% $41.73 +1.1%
200 PFE PFIZER INC Healthcare 5,482.0 $132K 0.01% +567.0 +11.5% $24.08 +15.4%
Page 10 of 145  ·  2,884 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%