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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 52 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DCOM DIME COML BANCSHARES INC Financial Services 289.0 $12K 0.00% NEW $40.65 -0.6%
1022 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 247.0 $12K 0.00% +241.0 +4016.7% $47.27 +10.0%
1023 INVH INVITATION HOMES INC Real Estate 386.0 $12K 0.00% -111.0 -22.3% $30.21 +0.8%
1024 D DOMINION ENERGY INC Utilities 170.0 $12K 0.00% +57.0 +50.4% $68.29 -2.5%
1025 NTAP NETAPP INC Technology 75.0 $12K 0.00% +20.0 +36.4% $154.77 +20.7%
1026 SAFT SAFETY INS GROUP INC Financial Services 155.0 $12K 0.00% +139.0 +868.8% $74.86 +38.6%
1027 AEIS ADVANCED ENERGY INDS Industrials 31.0 $12K 0.00% +28.0 +933.3% $372.90 -26.3%
1028 BOKF BOK FINL CORP Financial Services 83.0 $12K 0.00% +76.0 +1085.7% $138.89 +1.1%
1029 HUBS HUBSPOT INC Technology 63.0 $11K 0.00% -9.0 -12.5% $182.52 +33.8%
1030 FBRT FRANKLIN BSP RLTY TR INC Real Estate 1,405.0 $11K 0.00% NEW $8.14 +3.7%
1031 BR BROADRIDGE FINL SOLUTIONS IN Technology 83.0 $11K 0.00% +67.0 +418.8% $136.95 +35.4%
1032 IEMG ISHARES INC 137.0 $11K 0.00% +39.0 +39.8% $82.85 -2.8%
1033 NI NISOURCE INC Utilities 238.0 $11K 0.00% +181.0 +317.5% $47.55 -14.1%
1034 CHRW C H ROBINSON WORLDWIDE IN Industrials 60.0 $11K 0.00% +14.0 +30.4% $188.35 -24.2%
1035 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 326.0 $11K 0.00% +321.0 +6420.0% $34.53 +24.5%
1036 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 147.0 $11K 0.00% +103.0 +234.1% $76.40 +2.3%
1037 MSI MOTOROLA SOLUTIONS INC Technology 27.0 $11K 0.00% +14.0 +107.7% $415.33 +15.9%
1038 AR ANTERO RESOURCES CORP Energy 318.0 $11K 0.00% -133.0 -29.5% $35.14 +7.8%
1039 PAA PLAINS ALL AMERN PIPELINE L Energy 500.0 $11K 0.00% $22.26 +12.1%
1040 CASY CASEYS GEN STORES INC Consumer Cyclical 14.0 $11K 0.00% +6.0 +75.0% $794.86 +7.5%
Page 52 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 26.5%
Healthcare 18.0%
Financial Services 14.0%
Consumer Defensive 13.8%
Industrials 7.6%
Consumer Cyclical 6.5%
Communication Services 4.6%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%