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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 132 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 ARAI ARRIVE AI INC Technology 221.0 $95.0 NEW $0.43 -44.1%
2622 CLW CLEARWATER PAPER CORP Basic Materials 6.0 $95.0 NEW $15.83 +35.8%
2623 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 2.0 $95.0 NEW $47.50 -4.7%
2624 SAFEHOLD INC 6.0 $95.0 NEW $15.83
2625 CORE LABORATORIES INC 8.0 $94.0 NEW $11.75
2626 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 4.0 $94.0 +1.0 +33.3% $23.50 -10.9%
2627 AARD AARDVARK THERAPEUTICS INC Healthcare 16.0 $93.0 NEW $5.81 +4.0%
2628 FMAO FARMERS & MERCHANTS BANCORP Financial Services 3.0 $92.0 NEW $30.67 +9.8%
2629 TSBK TIMBERLAND BANCORP INC Financial Services 2.0 $90.0 $45.00 +3.4%
2630 POWW OUTDOOR HOLDING CO Industrials 39.0 $89.0 NEW $2.28 -0.4%
2631 GETY GETTY IMAGES HOLDINGS INC Communication Services 103.0 $89.0 NEW $0.86 -68.0%
2632 ALEC ALECTOR INC Healthcare 43.0 $87.0 NEW $2.02 +12.9%
2633 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 373.0 $86.0 NEW $0.23 +1309.6%
2634 DIEBOLD NIXDORF INC 1.0 $86.0 NEW $86.00
2635 SEVN SEVEN HILLS REALTY TRUST Real Estate 10.0 $85.0 NEW $8.50 -9.6%
2636 NRIM NORTHRIM BANCORP INC Financial Services 3.0 $84.0 NEW $28.00 -8.3%
2637 LPRO OPEN LENDING CORP Financial Services 27.0 $84.0 NEW $3.11 +0.9%
2638 PLUS EPLUS INC Technology 1.0 $84.0 $84.00 +4.5%
2639 EFSI EAGLE FINL SVCS INC Financial Services 2.0 $83.0 $41.50 +2.9%
2640 SVCO SILVACO GROUP INC Technology 6.0 $83.0 NEW $13.83 -52.7%
Page 132 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%