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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 131 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 20.0 $106.0 +10.0 +100.0% $5.30 -36.4%
2602 BCAL CALIFORNIA BANCORP Financial Services 5.0 $105.0 NEW $21.00 +1.0%
2603 VITL VITAL FARMS INC Consumer Defensive 9.0 $105.0 NEW $11.67 -9.0%
2604 ENCORE ENERGY CORP 79.0 $104.0 NEW $1.32
2605 PINE ALPINE INCOME PPTY TR INC Real Estate 5.0 $104.0 NEW $20.80 -5.6%
2606 FDBC FIDELITY D & D BANCORP INC Financial Services 2.0 $103.0 +1.0 +100.0% $51.50 +5.5%
2607 MLR MILLER INDS INC TENN Consumer Cyclical 2.0 $103.0 NEW $51.50 +9.5%
2608 NIO NIO INC Consumer Cyclical 20.0 $102.0 $5.10 -11.2%
2609 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 3.0 $102.0 +1.0 +50.0% $34.00 +0.3%
2610 CBAN COLONY BANKCORP INC Financial Services 5.0 $101.0 NEW $20.20 +5.8%
2611 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 17.0 $99.0 NEW $5.82 -7.3%
2612 EPSN EPSILON ENERGY LTD Energy 18.0 $98.0 +1.0 +5.9% $5.44 +3.8%
2613 FSBC FIVE STAR BANCORP Financial Services 2.0 $98.0 NEW $49.00 -8.1%
2614 TUSK MAMMOTH ENERGY SVCS INC Industrials 30.0 $98.0 NEW $3.27 -1.1%
2615 NWFL NORWOOD FINANCIAL CORP Financial Services 3.0 $97.0 NEW $32.33 +4.5%
2616 PAY PAYMENTUS HOLDINGS INC Technology 4.0 $97.0 NEW $24.25 +58.4%
2617 NNOX NANO X IMAGING LTD Healthcare 82.0 $96.0 NEW $1.17 -24.4%
2618 NPWR NET POWER INC Industrials 57.0 $96.0 -470.0 -89.2% $1.68 -1.4%
2619 EBMT EAGLE BANCORP MONT INC Financial Services 4.0 $96.0 +1.0 +33.3% $24.00 -4.8%
2620 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 2.0 $95.0 NEW $47.50 -44.8%
Page 131 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%