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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 127 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 MSBI MIDLAND STATES BANCORP INC Financial Services 5.0 $156.0 +3.0 +150.0% $31.20 +5.3%
2522 MXCT MAXCYTE INC Healthcare 126.0 $155.0 NEW $1.23 +12.2%
2523 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 4.0 $153.0 -1.0 -20.0% $38.25 +1.4%
2524 BHB BAR HBR BANKSHARES Financial Services 4.0 $152.0 NEW $38.00 +4.3%
2525 SGHT SIGHT SCIENCES INC Healthcare 28.0 $152.0 NEW $5.43 +52.2%
2526 NWPX NWPX INFRASTRUCTURE INC Industrials 1.0 $150.0 NEW $150.00 -26.6%
2527 PMI PICARD MEDICAL INC Healthcare 917.0 $150.0 NEW $0.16 +1862.4%
2528 BARK BARK INC Consumer Cyclical 15.0 $150.0 NEW $10.00 +1.3%
2529 CHMG CHEMUNG FINL CORP Financial Services 2.0 $150.0 +1.0 +100.0% $75.00 +10.2%
2530 VMD VIEMED HEALTHCARE INC Healthcare 13.0 $149.0 NEW $11.46 -22.8%
2531 BHC BAUSCH HEALTH COS INC Healthcare 30.0 $148.0 $4.93 +30.5%
2532 LE LANDS END INC NEW Consumer Cyclical 14.0 $147.0 NEW $10.50 +16.2%
2533 NPCE NEUROPACE INC Healthcare 9.0 $144.0 NEW $16.00 -12.3%
2534 PUMP PROPETRO HLDG CORP Energy 10.0 $144.0 NEW $14.40 -21.3%
2535 LAB STANDARD BIOTOOLS INC Healthcare 174.0 $144.0 NEW $0.83 -19.2%
2536 UCTT ULTRA CLEAN HLDGS INC Technology 1.0 $143.0 NEW $143.00 -46.6%
2537 LCNB LCNB CORP Financial Services 8.0 $141.0 +3.0 +60.0% $17.62 +10.2%
2538 NTGR NETGEAR INC Technology 6.0 $141.0 NEW $23.50 -10.6%
2539 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 21.0 $141.0 +12.0 +133.3% $6.71 -16.4%
2540 RCEL AVITA MEDICAL INC Healthcare 34.0 $141.0 NEW $4.15 +142.6%
Page 127 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%