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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 126 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 8.0 $175.0 NEW $21.88 -34.4%
2502 RPC RIDGEPOST CAP INC Financial Services 22.0 $174.0 NEW $7.91 +10.8%
2503 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 67.0 $174.0 NEW $2.60 +24.8%
2504 BBBY BED BATH & BEYOND INC Consumer Cyclical 30.0 $174.0 NEW $5.80 -25.0%
2505 EXFY EXPENSIFY INC Technology 97.0 $174.0 +94.0 +3133.3% $1.79 +47.2%
2506 WING WINGSTOP INC Consumer Cyclical 1.0 $174.0 -1.0 -50.0% $174.00 -33.7%
2507 MBWM MERCANTILE BK CORP Financial Services 3.0 $173.0 $57.67 +3.4%
2508 RXRX RECURSION PHARMACEUTICALS IN Healthcare 47.0 $173.0 NEW $3.68 -4.9%
2509 SNN SMITH & NEPHEW PLC Healthcare 6.0 $173.0 NEW $28.83 +1.5%
2510 LRN STRIDE INC Consumer Defensive 2.0 $173.0 $86.50 -2.5%
2511 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 31.0 $172.0 NEW $5.55 -9.5%
2512 NECB NORTHEAST CMNTY BANCORP INC Financial Services 6.0 $167.0 NEW $27.83 -5.3%
2513 RGP RESOURCES CONNECTION INC Industrials 39.0 $166.0 NEW $4.26 +2.0%
2514 SMTI SANARA MEDTECH INC Healthcare 7.0 $166.0 NEW $23.71 +45.3%
2515 MAX MEDIAALPHA INC Communication Services 13.0 $164.0 -11.0 -45.8% $12.62 +2.6%
2516 NUS NU SKIN ENTERPRISES INC Consumer Defensive 31.0 $164.0 +10.0 +47.6% $5.29 -10.4%
2517 QSI QUANTUM SI INC Healthcare 185.0 $164.0 NEW $0.89 -5.8%
2518 ANGLOGOLD ASHANTI PLC 2.0 $162.0 -45.0 -95.7% $81.00
2519 OSUR ORASURE TECHNOLOGIES INC Healthcare 36.0 $161.0 NEW $4.47 -13.2%
2520 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 3.0 $161.0 +1.0 +50.0% $53.67 +7.4%
Page 126 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%