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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 110 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 18.0 $646.0 NEW $35.89 -68.8%
2182 SPOK SPOK HLDGS INC Healthcare 63.0 $646.0 NEW $10.25 +0.5%
2183 TLS TELOS CORP MD Technology 140.0 $644.0 +89.0 +174.5% $4.60 -2.2%
2184 BKSY BLACKSKY TECHNOLOGY INC Technology 23.0 $643.0 NEW $27.96 -0.7%
2185 GAMESTOP CORP 29.0 $641.0 NEW $22.10
2186 INNV INNOVAGE HLDG CORP Healthcare 54.0 $640.0 NEW $11.85 -7.5%
2187 ALIT ALIGHT INC Technology 1,131.0 $634.0 NEW $11.21 +26.8%
2188 ROCK GIBRALTAR INDS INC Industrials 14.0 $632.0 +11.0 +366.7% $45.14 +3.0%
2189 COOK TRAEGER INC Consumer Cyclical 8.0 $631.0 NEW $78.88 -29.7%
2190 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 26.0 $630.0 -3.0 -10.3% $24.23 -41.0%
2191 KAI KADANT INC Industrials 2.0 $629.0 +1.0 +100.0% $314.50 -0.3%
2192 AKBA AKEBIA THREAPEUTICS INC Healthcare 551.0 $629.0 NEW $1.14 -20.6%
2193 TBBK BANCORP INC DEL Financial Services 10.0 $627.0 +6.0 +150.0% $62.70 +7.2%
2194 DYN DYNE THERAPEUTICS INC Healthcare 28.0 $622.0 NEW $22.21 +17.5%
2195 KROS KEROS THERAPEUTICS INC Healthcare 58.0 $621.0 +54.0 +1350.0% $10.71 +3.0%
2196 THFF FIRST FINANCIAL CORPORATION Financial Services 8.0 $620.0 $77.50 +2.0%
2197 HTFL HEARTFLOW INC Healthcare 21.0 $617.0 NEW $29.38 +69.3%
2198 GRAL GRAIL INC Healthcare 9.0 $615.0 +6.0 +200.0% $68.33 +16.4%
2199 KRNY KEARNY FINL CORP MD Financial Services 65.0 $615.0 +2.0 +3.2% $9.46 +2.8%
2200 HUBG HUB GROUP INC Industrials 14.0 $614.0 +6.0 +75.0% $43.86 -7.1%
Page 110 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 26.5%
Healthcare 18.0%
Financial Services 14.0%
Consumer Defensive 13.8%
Industrials 7.6%
Consumer Cyclical 6.5%
Communication Services 4.6%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%