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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 13 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GALAXY DIGITAL INC. 3,700.0 $101K 0.01% $27.34
242 BP BP PLC Energy 2,737.0 $101K 0.01% +91.0 +3.4% $36.95 +22.2%
243 AMH AMERICAN HOMES 4 RENT Real Estate 3,003.0 $101K 0.01% +3K +595.1% $33.52 +2.5%
244 CFG CITIZENS FINL GROUP INC Financial Services 1,436.0 $101K 0.01% +86.0 +6.4% $70.07 -0.5%
245 MDT MEDTRONIC PLC Healthcare 1,285.0 $101K 0.01% +155.0 +13.7% $78.23 +18.0%
246 FDS FACTSET RESH SYS INC Financial Services 435.0 $100K 0.01% +57.0 +15.1% $230.08 +30.4%
247 CMS CMS ENERGY CORP Utilities 1,303.0 $100K 0.01% +953.0 +272.3% $76.50 -8.7%
248 FIRST HAWAIIAN INC 3,382.0 $99K 0.01% +3K +1901.2% $29.30
249 AEP AMERICAN ELEC PWR CO INC Utilities 719.0 $98K 0.01% -605.0 -45.7% $136.81 -8.1%
250 THG HANOVER INS GROUP INC Financial Services 459.0 $98K 0.01% +229.0 +99.6% $214.12 +4.2%
251 JCI JOHNSON CONTROLS INTERNATION Industrials 672.0 $98K 0.01% +638.0 +1876.5% $146.11 -2.0%
252 MS MORGAN STANLEY Financial Services 469.0 $98K 0.01% +178.0 +61.2% $209.04 -0.7%
253 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 296.0 $98K 0.01% +73.0 +32.7% $330.10 -0.1%
254 QCOM QUALCOMM INC Technology 525.0 $97K 0.01% -310.0 -37.1% $184.75 -13.0%
255 TECHNIPFMC PLC 1,454.0 $96K 0.01% +339.0 +30.4% $66.30
256 SBFG SB FINL GROUP INC Financial Services 3,794.0 $96K 0.01% $25.27 +5.4%
257 VT VANGUARD INTL EQUITY INDEX F 600.0 $94K 0.01% $156.95 +1.9%
258 EVEREST GROUP LTD 258.0 $92K 0.01% +122.0 +89.7% $357.23
259 LNG CHENIERE ENERGY INC Energy 384.0 $92K 0.01% +40.0 +11.6% $239.01 +16.8%
260 FEDEX FGHT HLDG CO INC 605.0 $91K 0.01% NEW $151.00
Page 13 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 25.8%
Healthcare 17.5%
Financial Services 13.7%
Consumer Defensive 13.4%
Industrials 7.4%
Communication Services 6.9%
Consumer Cyclical 6.3%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%