Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 1,402.0 | $92K | 0.01% | — | — | $65.48 | +14.4% |
| 222 | ESTC | ELASTIC N V | Technology | 1,206.0 | $91K | 0.01% | +930.0 | +337.0% | $75.44 | +21.7% |
| 223 | EME | EMCOR GROUP INC | Industrials | 146.0 | $89K | 0.01% | +39.0 | +36.5% | $611.79 | +23.3% |
| 224 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 157.0 | $89K | 0.01% | +13.0 | +9.0% | $566.36 | -35.3% |
| 225 | CNC | CENTENE CORP DEL | Healthcare | 2,137.0 | $88K | 0.01% | +2K | +712.5% | $41.15 | +62.9% |
| 226 | ILMN | ILLUMINA INC | Healthcare | 665.0 | $87K | 0.01% | +132.0 | +24.8% | $131.16 | +66.4% |
| 227 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 16.0 | $86K | 0.01% | +5.0 | +45.5% | $214.22 | -9.8% |
| 228 | DFAW | DIMENSIONAL ETF TRUST | — | 1,154.0 | $85K | 0.01% | +70.0 | +6.5% | $73.98 | +15.8% |
| 229 | VT | VANGUARD INTL EQUITY INDEX F | — | 600.0 | $85K | 0.01% | — | — | $141.06 | +14.7% |
| 230 | SBFG | SB FINL GROUP INC | Financial Services | 3,794.0 | $84K | 0.01% | — | — | $22.27 | +34.7% |
| 231 | MDB | MONGODB INC | Technology | 199.0 | $84K | 0.01% | +197.0 | +9850.0% | $419.70 | -12.1% |
| 232 | CRM | SALESFORCE INC | Technology | 314.0 | $83K | 0.01% | +126.0 | +67.0% | $265.11 | -2.2% |
| 233 | — | GALAXY DIGITAL INC. | — | 3,700.0 | $83K | 0.01% | +200.0 | +5.7% | $22.36 | — |
| 234 | TEAM | ATLASSIAN CORPORATION | Technology | 509.0 | $83K | 0.01% | +508.0 | +10000.0% | $162.14 | +16.9% |
| 235 | APLD | APPLIED DIGITAL CORP | Technology | 3,365.0 | $83K | 0.01% | -1K | -30.5% | $24.52 | +7.5% |
| 236 | TSN | TYSON FOODS INC | Consumer Defensive | 1,405.0 | $82K | 0.01% | +476.0 | +51.2% | $58.62 | -12.3% |
| 237 | UAL | UNITED AIRLS HLDGS INC | Industrials | 736.0 | $82K | 0.01% | +692.0 | +1572.7% | $111.82 | -0.4% |
| 238 | SCHD | SCHWAB STRATEGIC TR | — | 2,985.0 | $82K | 0.01% | -279.0 | -8.6% | $27.43 | +26.9% |
| 239 | SCHX | SCHWAB STRATEGIC TR | — | 2,943.0 | $79K | 0.01% | — | — | $26.91 | +12.8% |
| 240 | CCK | CROWN HLDGS INC | Consumer Cyclical | 766.0 | $79K | 0.01% | +244.0 | +46.7% | $102.97 | +11.8% |
① 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
27.5%
Healthcare
17.8%
Financial Services
15.1%
Consumer Defensive
14.1%
Consumer Cyclical
6.8%
Industrials
6.3%
Communication Services
4.9%
Energy
2.6%
Utilities
2.1%
Real Estate
1.5%