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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 139 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 DIGIMARC CORP 5.0 $42.0 NEW $8.40
2762 III INFORMATION SVCS GROUP INC Technology 10.0 $42.0 -226.0 -95.8% $4.20 +17.4%
2763 AROW ARROW FINL CORP Financial Services 1.0 $41.0 NEW $41.00 -4.9%
2764 EPM EVOLUTION PETE CORP Energy 11.0 $41.0 NEW $3.73 +2.8%
2765 KLTR KALTURA INC Technology 31.0 $41.0 +28.0 +933.3% $1.32 +26.3%
2766 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 3.0 $40.0 NEW $13.33 -5.7%
2767 WEYS WEYCO GROUP INC Consumer Cyclical 1.0 $40.0 NEW $40.00 +13.5%
2768 RAMACO RES INC 3.0 $40.0 NEW $13.33
2769 KINS KINGSTONE COS INC Financial Services 2.0 $39.0 NEW $19.50 +1.4%
2770 KIDS ORTHOPEDIATRICS CORP Healthcare 2.0 $39.0 NEW $19.50 +30.8%
2771 PKOH PARK-OHIO HLDGS CORP Industrials 1.0 $39.0 NEW $39.00 +21.4%
2772 RVSB RIVERVIEW BANCORP INC Financial Services 7.0 $39.0 +2.0 +40.0% $5.57 -7.7%
2773 QS QUANTUMSCAPE CORP Consumer Cyclical 5.0 $38.0 -17.0 -77.3% $7.60 -24.2%
2774 XRN CHIRON REAL ESTATE INC Financial Services 1.0 $38.0 NEW $38.00 -5.0%
2775 CXDO CREXENDO INC Communication Services 5.0 $38.0 -283.0 -98.3% $7.60 -13.4%
2776 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 1.0 $38.0 NEW $38.00 +122.9%
2777 DOMO DOMO INC Technology 12.0 $38.0 NEW $3.17 +18.4%
2778 BARNES & NOBLE ED INC 3.0 $38.0 NEW $12.67
2779 PRINCETON BANCORP INC 1.0 $38.0 $38.00
2780 TEADS HLDG CO 47.0 $37.0 NEW $0.79
Page 139 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%