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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 119 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 TTI TETRA TECHNOLOGIES INC DEL Energy 31.0 $352.0 +2.0 +6.9% $11.35 -36.7%
2362 BRIGHT MINDS BIOSCIENCES INC 5.0 $351.0 NEW $70.20
2363 NATL NCR ATLEOS CORPORATION Technology 8.0 $348.0 $43.50 +6.7%
2364 DDD 3D SYS CORP DEL Technology 115.0 $348.0 NEW $3.03 +5.4%
2365 EGHT 8X8 INC NEW Technology 202.0 $346.0 +122.0 +152.5% $1.71 +17.3%
2366 BK TECHNOLOGIES CORPORATION 4.0 $344.0 +2.0 +100.0% $86.00
2367 ELDN ELEDON PHARMACEUTICALS INC Healthcare 86.0 $339.0 NEW $3.94 -12.5%
2368 COMMERCE.COM INC 114.0 $338.0 NEW $2.96
2369 CALX CALIX INC Technology 9.0 $336.0 -95.0 -91.3% $37.33 +7.5%
2370 INGN INOGEN INC Healthcare 52.0 $336.0 NEW $6.46 -13.2%
2371 GBANK FINL HLDGS INC 11.0 $334.0 NEW $30.36
2372 WSBF WATERSTONE FINL INC MD Financial Services 16.0 $332.0 +8.0 +100.0% $20.75 +1.6%
2373 AMR ALPHA METALLURGICAL RESOUR I Energy 2.0 $330.0 +1.0 +100.0% $165.00 +27.3%
2374 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5.0 $330.0 +2.0 +66.7% $66.00 -3.5%
2375 SD SANDRIDGE ENERGY INC Energy 24.0 $329.0 +7.0 +41.2% $13.71 +4.8%
2376 STOK STOKE THERAPEUTICS INC Healthcare 10.0 $328.0 NEW $32.80 -1.6%
2377 DCTH DELCATH SYS INC Healthcare 26.0 $328.0 NEW $12.62 +35.9%
2378 PRLB PROTO LABS INC Industrials 4.0 $327.0 +1.0 +33.3% $81.75 -2.6%
2379 MLYS MINERALYS THERAPEUTICS INC Healthcare 12.0 $324.0 NEW $27.00 -5.0%
2380 BKD BROOKDALE SR LIVING INC Healthcare 20.0 $322.0 NEW $16.10 -26.7%
Page 119 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%