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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 125 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 MTW MANITOWOC CO INC Industrials 14.0 $195.0 NEW $13.93 +41.3%
2482 VOYG VOYAGER TECHNOLOGIES INC Industrials 6.0 $194.0 NEW $32.33 +18.8%
2483 RDVT RED VIOLET INC Technology 3.0 $192.0 $64.00 +11.2%
2484 IRMD IRADIMED CORP Healthcare 2.0 $192.0 $96.00 -8.5%
2485 BTDR BITDEER TECHNOLOGIES GROUP Technology 12.0 $191.0 NEW $15.92 -28.6%
2486 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 24.0 $190.0 NEW $7.92 -5.0%
2487 CPRX CATALYST PHARMACEUTICALS INC Healthcare 6.0 $189.0 +4.0 +200.0% $31.50 -0.0%
2488 DFTX DEFINIUM THERAPEUTICS INC Healthcare 4.0 $189.0 NEW $47.25 -5.0%
2489 SUPN SUPERNUS PHARMACEUTICALS Healthcare 4.0 $187.0 +2.0 +100.0% $46.75 -1.9%
2490 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 24.0 $186.0 NEW $7.75 +17.4%
2491 VEL VELOCITY FINL INC Financial Services 10.0 $185.0 +5.0 +100.0% $18.50 -0.9%
2492 ANGI ANGI INC Communication Services 31.0 $185.0 NEW $5.97 -17.6%
2493 ASTE ASTEC INDS INC Industrials 3.0 $184.0 NEW $61.33 -29.0%
2494 AIOT POWERFLEET INC Technology 48.0 $184.0 NEW $3.83 -20.7%
2495 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 7.0 $183.0 -5.0 -41.7% $26.14 +29.4%
2496 LAW CS DISCO INC Technology 48.0 $182.0 NEW $3.79 +12.6%
2497 EHTH EHEALTH INC Financial Services 120.0 $179.0 NEW $1.49 -17.5%
2498 BALLYS CORPORATION 13.0 $179.0 NEW $13.77
2499 NIQ GLOBAL INTELLIGENCE PLC 19.0 $178.0 NEW $9.37
2500 HRTX HERON THERAPEUTICS INC Healthcare 415.0 $178.0 +15.0 +3.8% $0.43 -25.8%
Page 125 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%