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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 135 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 SLQT SELECTQUOTE INC Financial Services 79.0 $67.0 NEW $0.85 -10.2%
2682 COCO VITA COCO CO INC Consumer Defensive 1.0 $67.0 -54.0 -98.2% $67.00 +1.7%
2683 AVBH AVIDBANK HLDGS INC Financial Services 2.0 $67.0 NEW $33.50 -3.9%
2684 INMB INMUNE BIO INC Healthcare 41.0 $67.0 NEW $1.63 +36.8%
2685 BCML BAYCOM CORP Financial Services 2.0 $66.0 +1.0 +100.0% $33.00 -6.7%
2686 CMTG CLAROS MTG TR INC Real Estate 28.0 $66.0 NEW $2.36 -27.9%
2687 EVC ENTRAVISION COMMUNICATIONS C Communication Services 5.0 $66.0 NEW $13.20 -35.5%
2688 FCCO FIRST CMNTY CORP S C Financial Services 2.0 $66.0 NEW $33.00 +3.3%
2689 TUHURA BIOSCIENCES INC 28.0 $66.0 NEW $2.36
2690 PXED PHOENIX ED PARTNERS INC Consumer Defensive 2.0 $66.0 NEW $33.00 -16.1%
2691 PCYO PURE CYCLE CORP Utilities 6.0 $65.0 NEW $10.83 +6.7%
2692 GLRE GREENLIGHT CAP RE LTD Financial Services 4.0 $65.0 NEW $16.25 -5.4%
2693 INHIBIKASE THERAPEUTICS INC 32.0 $65.0 NEW $2.03
2694 INFINITY NAT RES INC 5.0 $64.0 NEW $12.80
2695 DOUG DOUGLAS ELLIMAN INC Real Estate 36.0 $64.0 NEW $1.78 +10.3%
2696 AHCO ADAPTHEALTH CORP Healthcare 6.0 $63.0 NEW $10.50 -45.5%
2697 FRAF FRANKLIN FINL SVCS CORP Financial Services 1.0 $63.0 NEW $63.00 -1.9%
2698 WGO WINNEBAGO INDS INC Consumer Cyclical 2.0 $63.0 NEW $31.50 +4.2%
2699 REPOSITRAK INC 7.0 $63.0 NEW $9.00
2700 JYNT JOINT CORP Healthcare 7.0 $62.0 NEW $8.86 -7.1%
Page 135 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%