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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 134 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 ADNT ADIENT PLC Consumer Cyclical 4.0 $74.0 NEW $18.50 +6.1%
2662 ELF E L F BEAUTY INC Consumer Defensive 1.0 $74.0 $74.00 +34.7%
2663 NVCT NUVECTIS PHARMA INC Healthcare 4.0 $74.0 NEW $18.50 +26.1%
2664 TTEC TTEC HLDGS INC Technology 38.0 $74.0 NEW $1.95 -23.0%
2665 WALD WALDENCAST PLC Technology 41.0 $73.0 NEW $1.78 -25.3%
2666 SKILLSOFT CORP 14.0 $73.0 NEW $5.21
2667 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 38.0 $73.0 NEW $1.92 -0.6%
2668 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 1.0 $72.0 NEW $72.00 -1.5%
2669 AEYE AUDIOEYE INC Technology 12.0 $70.0 NEW $5.83 +21.2%
2670 NKTR NEKTAR THERAPEUTICS Healthcare 1.0 $70.0 -57.0 -98.3% $70.00 +8.7%
2671 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 30.0 $70.0 NEW $2.33 +0.7%
2672 REZOLVE AI PLC 22.0 $70.0 NEW $3.18
2673 ANTERIS TECHNOLOGIES GLOBAL 7.0 $69.0 NEW $9.86
2674 OABI OMNIAB INC Healthcare 28.0 $69.0 NEW $2.46 +70.0%
2675 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 7.0 $68.0 NEW $9.71 -6.3%
2676 BZAI BLAIZE HLDGS INC Technology 49.0 $68.0 NEW $1.39 -63.2%
2677 CCNE CNB FINL CORP PA Financial Services 2.0 $68.0 NEW $34.00 -0.5%
2678 FF FUTUREFUEL CORP Basic Materials 15.0 $68.0 -274.0 -94.8% $4.53 +26.0%
2679 ANNALY CAPITAL MANAGEMENT IN 3.0 $68.0 -57.0 -95.0% $22.67
2680 PFIS PEOPLES FINL SVCS CORP Financial Services 1.0 $67.0 NEW $67.00 +4.0%
Page 134 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%