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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 123 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 GOOD GLADSTONE COMMERCIAL CORP Real Estate 19.0 $234.0 +11.0 +137.5% $12.32 +4.8%
2442 ARKO ARKO CORP Consumer Cyclical 29.0 $233.0 +14.0 +93.3% $8.03 -40.9%
2443 PKBK PARKE BANCORP INC Financial Services 7.0 $233.0 +4.0 +133.3% $33.29 +2.6%
2444 NABL N-ABLE INC Technology 63.0 $232.0 +49.0 +350.0% $3.68 -1.4%
2445 CF BANKSHARES INC 7.0 $230.0 +2.0 +40.0% $32.86
2446 MASS 908 DEVICES INC Healthcare 26.0 $227.0 NEW $8.73 +22.3%
2447 FMS FRESENIUS MEDICAL CARE AG Healthcare 10.0 $227.0 -96.0 -90.6% $22.70 +3.2%
2448 FRPH FRP HLDGS INC Real Estate 9.0 $225.0 +8.0 +800.0% $25.00 -9.3%
2449 SERV SERVE ROBOTICS INC Industrials 34.0 $224.0 -9.0 -20.9% $6.59 -24.4%
2450 OGIG ALPS ETF TR 5.0 $223.0 $44.60 +12.6%
2451 CENT CENTRAL GARDEN & PET CO 5.0 $222.0 +4.0 +400.0% $44.40
2452 CVRX CVRX INC Healthcare 43.0 $222.0 NEW $5.16 -45.0%
2453 OI O-I GLASS INC Consumer Cyclical 23.0 $222.0 +3.0 +15.0% $9.65 -25.7%
2454 NKTX NKARTA INC Healthcare 78.0 $221.0 NEW $2.83 -6.1%
2455 NATIONAL CINEMEDIA INC 58.0 $221.0 NEW $3.81
2456 FOA FINANCE OF AMERICA COMPAN Financial Services 8.0 $221.0 NEW $27.62 -27.4%
2457 FC FRANKLIN COVEY CO Industrials 9.0 $221.0 NEW $24.56 -17.4%
2458 RNAC CARTESIAN THERAPEUTICS INC Healthcare 21.0 $219.0 NEW $10.43 -3.7%
2459 SLAB SILICON LABORATORIES INC Technology 1.0 $219.0 $219.00 -0.5%
2460 NGS NATURAL GAS SVCS GROUP INC Energy 5.0 $216.0 NEW $43.20 -17.8%
Page 123 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%