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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 136 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 USCB USCB FINANCIAL HOLDINGS INC Financial Services 3.0 $62.0 +2.0 +200.0% $20.67 +8.2%
2702 KULR TECHNOLOGY GROUP INC 16.0 $61.0 NEW $3.81
2703 SHOULDER INNOVATIONS INC 3.0 $61.0 NEW $20.33
2704 MYO MYOMO INC Healthcare 57.0 $60.0 NEW $1.05 +76.7%
2705 ACNB ACNB CORP Financial Services 1.0 $60.0 NEW $60.00 +5.4%
2706 ISTR INVESTAR HOLDING CORP Financial Services 2.0 $60.0 NEW $30.00 -0.5%
2707 ARHS ARHAUS INC Consumer Cyclical 7.0 $59.0 NEW $8.43 +16.6%
2708 BTMD BIOTE CORP Healthcare 31.0 $59.0 NEW $1.90 -27.0%
2709 CDZI CADIZ INC Utilities 14.0 $59.0 NEW $4.21 -18.8%
2710 FLY FIREFLY AEROSPACE INC Industrials 2.0 $59.0 NEW $29.50 -14.2%
2711 ATLANTIC INTL CORP 64.0 $59.0 NEW $0.92
2712 UNTY UNITY BANCORP INC Financial Services 1.0 $59.0 NEW $59.00 +0.2%
2713 TEM TEMPUS AI INC Healthcare 1.0 $58.0 -103.0 -99.0% $58.00 +5.6%
2714 DSGN DESIGN THERAPEUTICS INC Healthcare 4.0 $58.0 NEW $14.50 +9.9%
2715 INSE INSPIRED ENTMT INC Consumer Cyclical 7.0 $58.0 NEW $8.29 -27.1%
2716 NORTHPOINTE BANCSHARES INC. 3.0 $58.0 NEW $19.33
2717 PROP PRAIRIE OPER CO Financial Services 78.0 $57.0 NEW $0.73 -16.5%
2718 CIVB CIVISTA BANCSHARES INC Financial Services 2.0 $57.0 NEW $28.50 -3.5%
2719 PLAY DAVE & BUSTERS ENTMT INC Communication Services 5.0 $57.0 NEW $11.40 -12.5%
2720 AVD AMERICAN VANGUARD CORP Basic Materials 20.0 $56.0 NEW $2.80 -16.1%
Page 136 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%