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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 112 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 HNGE HINGE HEALTH INC Healthcare 7.0 $581.0 NEW $83.00 +6.5%
2222 VUZI VUZIX CORP Technology 200.0 $580.0 NEW $2.90 +1.4%
2223 LGCY LEGACY ED INC Consumer Defensive 49.0 $577.0 +7.0 +16.7% $11.78 -10.4%
2224 USNA USANA HEALTH SCIENCES INC Consumer Defensive 27.0 $577.0 NEW $21.37 -36.6%
2225 SMR NUSCALE PWR CORP Utilities 57.0 $572.0 NEW $10.04 -6.3%
2226 HQI HIREQUEST INC Industrials 45.0 $571.0 -6.0 -11.8% $12.69 +35.1%
2227 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 9.0 $569.0 +4.0 +80.0% $63.22 +8.6%
2228 TTAN SERVICETITAN INC Technology 8.0 $567.0 NEW $70.88 +33.9%
2229 SBSI SOUTHSIDE BANCSHARES INC Financial Services 16.0 $564.0 NEW $35.25 -9.0%
2230 ICHR ICHOR HOLDINGS Technology 5.0 $562.0 NEW $112.40 -46.4%
2231 ARDX ARDELYX INC Healthcare 110.0 $561.0 +68.0 +161.9% $5.10 -23.7%
2232 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 25.0 $559.0 +20.0 +400.0% $22.36 +4.6%
2233 PGEN PRECIGEN INC Healthcare 98.0 $559.0 NEW $5.70 +26.2%
2234 SWBI SMITH & WESSON BRANDS INC Industrials 37.0 $557.0 NEW $15.05 -6.3%
2235 CSW INDUSTRIALS INC 2.0 $557.0 +1.0 +100.0% $278.50
2236 ATNI ATN INTL INC Communication Services 21.0 $557.0 NEW $26.52 +16.7%
2237 WLDN WILLDAN GROUP INC Industrials 7.0 $555.0 $79.29 +7.9%
2238 TMCI TREACE MED CONCEPTS INC Healthcare 139.0 $554.0 NEW $3.99 +8.9%
2239 NFE NEW FORTRESS ENERGY INC Utilities 1,511.0 $549.0 NEW $0.36 -24.3%
2240 FIP FTAI INFRASTRUCTURE INC Industrials 118.0 $548.0 NEW $4.64 -17.7%
Page 112 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%