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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 129 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 ZVIA ZEVIA PBC Consumer Defensive 77.0 $126.0 NEW $1.64 -21.2%
2562 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 3.0 $125.0 -2.0 -40.0% $41.67 -28.0%
2563 ATYR ATYR PHARMA INC Healthcare 208.0 $125.0 NEW $0.60 -16.6%
2564 GOLD GOLD COM INC Financial Services 3.0 $125.0 NEW $41.67 +10.9%
2565 NAGE NIAGEN BIOSCIENCE INC Healthcare 39.0 $125.0 -6.0 -13.3% $3.21 +0.2%
2566 ONEW ONEWATER MARINE INC Consumer Cyclical 11.0 $124.0 NEW $11.27 +5.7%
2567 WAY WAYSTAR HLDG CORP Technology 6.0 $124.0 NEW $20.67 +21.0%
2568 ABEONA THERAPEUTICS INC 20.0 $124.0 NEW $6.20
2569 ORRF ORRSTOWN FINL SVCS INC Financial Services 3.0 $123.0 NEW $41.00 +2.5%
2570 SFST SOUTHERN FIRST BANCSHARES Financial Services 2.0 $123.0 NEW $61.50 +2.5%
2571 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 6.0 $122.0 NEW $20.33 +6.2%
2572 RNA ATRIUM THERAPEUTICS INC Healthcare 9.0 $122.0 NEW $13.56 -2.6%
2573 IBEX IBEX LTD Technology 4.0 $122.0 -4.0 -50.0% $30.50 +19.9%
2574 NSIT INSIGHT ENTERPRISES INC Technology 1.0 $122.0 NEW $122.00 +20.8%
2575 CARS CARS COM INC Consumer Cyclical 11.0 $121.0 $11.00 +11.1%
2576 AIRO AIRO GROUP HLDGS INC Industrials 16.0 $119.0 NEW $7.44 +15.6%
2577 ATLO AMES NATL CORP Financial Services 4.0 $119.0 +1.0 +33.3% $29.75 +6.8%
2578 OSG OCTAVE SPECIALTY GROUP INC Financial Services 19.0 $119.0 NEW $6.26 -27.4%
2579 VKTX VIKING THERAPEUTICS INC Healthcare 3.0 $118.0 NEW $39.33 -13.8%
2580 SOUNDTHINKING INC 13.0 $118.0 NEW $9.08
Page 129 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%