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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 144 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 USGO US GOLDMINING INC Basic Materials 1.0 $9.0 NEW $9.00 -3.1%
2862 ASUR ASURE SOFTWARE INC Technology 1.0 $8.0 NEW $8.00 +4.5%
2863 HF FOODS GROUP INC 5.0 $8.0 NEW $1.60
2864 LFT LUMENT FINANCE TRUST INC Real Estate 7.0 $7.0 NEW $1.00 -41.0%
2865 SOC SABLE OFFSHORE CORP Energy 2.0 $7.0 -29.0 -93.5% $3.50 +14.0%
2866 VIRC VIRCO MFG CO Consumer Cyclical 1.0 $7.0 NEW $7.00 -15.6%
2867 BLNK BLINK CHARGING CO Industrials 10.0 $7.0 $0.70 -20.0%
2868 BYRN BYRNA TECHNOLOGIES INC Industrials 1.0 $7.0 NEW $7.00 -44.3%
2869 NL NLI HOLDINGS INC Industrials 1.0 $6.0 NEW $6.00 +8.3%
2870 TVGN TEVOGEN BIO HLDGS INC Healthcare 1.0 $6.0 NEW $6.00 +5.2%
2871 KRMD KORU MEDICAL SYSTEMS INC Healthcare 1.0 $5.0 NEW $5.00 -33.4%
2872 NEXTNRG INC 13.0 $5.0 NEW $0.38
2873 GAIA GAIA INC NEW Communication Services 2.0 $5.0 NEW $2.50 -41.6%
2874 GTN GRAY MEDIA INC Communication Services 1.0 $4.0 NEW $4.00 +21.5%
2875 NEON NEONODE INC Technology 4.0 $4.0 NEW $1.00 -13.0%
2876 LVWR LIVEWIRE GROUP INC Consumer Cyclical 2.0 $3.0 NEW $1.50 -17.3%
2877 CRMT AMERICAS CAR-MART INC Consumer Cyclical 1.0 $3.0 NEW $3.00 +2.7%
2878 CURI CURIOSITYSTREAM INC Communication Services 1.0 $3.0 $3.00 -4.7%
2879 CANOPY GROWTH CORPORATION 2.0 $2.0 $1.00
2880 FOLD HLDGS INC 4.0 $2.0 NEW $0.50
Page 144 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%