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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 143 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 SKYX SKYX PLATFORMS CORP Industrials 16.0 $18.0 NEW $1.12 +2.2%
2842 XEROX HOLDINGS CORP 59.0 $17.0 NEW $0.29
2843 SBC MED GROUP HLDGS INC 5.0 $16.0 NEW $3.20
2844 ACTU ACTUATE THERAPEUTICS INC Healthcare 10.0 $16.0 NEW $1.60 -33.8%
2845 WNEB WESTERN NEW ENG BANCORP INC Financial Services 1.0 $15.0 NEW $15.00 -6.9%
2846 OPBK OP BANCORP Financial Services 1.0 $15.0 NEW $15.00 +4.3%
2847 SMMT SUMMIT THERAPEUTICS INC Healthcare 1.0 $15.0 $15.00 -13.4%
2848 TCX TUCOWS INC Technology 1.0 $14.0 NEW $14.00 -25.1%
2849 CLPR CLIPPER RLTY INC Real Estate 5.0 $14.0 NEW $2.80 +12.5%
2850 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 1.0 $12.0 NEW $12.00 -1.8%
2851 CURV TORRID HLDGS INC Consumer Cyclical 6.0 $12.0 NEW $2.00 +6.8%
2852 MFIN MEDALLION FINANCIAL CORP Financial Services 1.0 $11.0 NEW $11.00 +4.2%
2853 PNBK PATRIOT NATL BANCORP INC Financial Services 11.0 $11.0 NEW $1.00 +5.0%
2854 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 1.0 $11.0 NEW $11.00 -5.4%
2855 RLGT RADIANT LOGISTICS INC Industrials 1.0 $10.0 NEW $10.00 -11.8%
2856 SNFCA SECURITY NATL FINL CORP Financial Services 1.0 $10.0 NEW $10.00 -11.1%
2857 SLND SOUTHLAND HLDGS INC Industrials 14.0 $10.0 NEW $0.71 -8.7%
2858 CRGY CRESCENT ENERGY COMPANY Energy 1.0 $10.0 -14.0 -93.3% $10.00 +33.1%
2859 SPRY ARS PHARMACEUTICALS INC Healthcare 1.0 $9.0 NEW $9.00 -28.2%
2860 KG KESTREL GROUP LTD Financial Services 1.0 $9.0 NEW $9.00 -7.7%
Page 143 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%