Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 83.0 | $39K | 0.01% | +60.0 | +260.9% | $117.19 | +79.2% |
| 442 | MKSI | MKS INC. | Technology | 243.0 | $39K | 0.01% | +2.0 | +0.8% | $159.80 | +66.9% |
| 443 | — | CANADIAN PACIFIC KANSAS CITY | — | 525.0 | $39K | 0.01% | — | — | $73.63 | — |
| 444 | IWD | ISHARES TR | — | 183.0 | $38K | 0.01% | — | — | $210.34 | +21.7% |
| 445 | VRSN | VERISIGN INC | Technology | 158.0 | $38K | 0.01% | +88.0 | +125.7% | $242.96 | +15.4% |
| 446 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 433.0 | $38K | 0.01% | +266.0 | +159.3% | $88.21 | +30.5% |
| 447 | ICUI | ICU MED INC | Healthcare | 267.0 | $38K | 0.01% | -144.0 | -35.0% | $142.67 | +13.0% |
| 448 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 1,321.0 | $38K | 0.01% | +98.0 | +8.0% | $28.82 | -2.5% |
| 449 | VCIT | VANGUARD SCOTTSDALE FDS | — | 454.0 | $38K | 0.01% | NEW | — | $83.75 | -3.9% |
| 450 | PGR | PROGRESSIVE CORP | Financial Services | 166.0 | $38K | 0.01% | +152.0 | +1085.7% | $227.72 | -5.4% |
| 451 | IJS | ISHARES TR | — | 332.0 | $38K | 0.01% | — | — | $113.72 | +19.9% |
| 452 | AGO | ASSURED GUARANTY LTD | Financial Services | 419.0 | $38K | 0.01% | — | — | $89.87 | -17.6% |
| 453 | BCS | BARCLAYS PLC | Financial Services | 1,476.0 | $38K | 0.01% | NEW | — | $25.45 | +5.9% |
| 454 | ARKK | ARK ETF TR | — | 488.0 | $38K | 0.01% | — | — | $76.92 | +12.4% |
| 455 | NUE | NUCOR CORP | Basic Materials | 228.0 | $37K | 0.01% | +14.0 | +6.5% | $163.11 | +57.0% |
| 456 | AXS | AXIS CAP HLDGS LTD | Financial Services | 345.0 | $37K | 0.01% | +291.0 | +538.9% | $107.09 | -6.9% |
| 457 | SNOW | SNOWFLAKE INC | Technology | 167.0 | $37K | 0.01% | +34.0 | +25.6% | $219.37 | +53.3% |
| 458 | BOTZ | GLOBAL X FDS | — | 1,010.0 | $37K | 0.01% | NEW | — | $36.23 | -1.6% |
| 459 | RITM | RITHM CAPITAL CORP | Real Estate | 3,342.0 | $36K | 0.01% | NEW | — | $10.90 | -8.2% |
| 460 | — | IQVIA HLDGS INC | — | 161.0 | $36K | 0.01% | +153.0 | +1912.5% | $225.42 | — |
① 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
27.5%
Healthcare
17.8%
Financial Services
15.1%
Consumer Defensive
14.1%
Consumer Cyclical
6.8%
Industrials
6.3%
Communication Services
4.9%
Energy
2.6%
Utilities
2.1%
Real Estate
1.5%