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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 57 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 GEN GEN DIGITAL INC Technology 365.0 $9K 0.00% +244.0 +201.7% $24.89 +17.0%
1122 STNG SCORPIO TANKERS INC Energy 131.0 $9K 0.00% +122.0 +1355.6% $69.27 +12.9%
1123 JJSF J & J SNACK FOODS CORP Consumer Defensive 123.0 $9K 0.00% NEW $73.46 +22.3%
1124 KRP KIMBELL RTY PARTNERS LP Energy 620.0 $9K 0.00% NEW $14.53 +6.4%
1125 AUPH AURINIA PHARMACEUTICALS INC Healthcare 530.0 $9K 0.00% +500.0 +1666.7% $16.97 -2.4%
1126 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 230.0 $9K 0.00% NEW $39.05 +1.1%
1127 KEX KIRBY CORP Industrials 66.0 $9K 0.00% +58.0 +725.0% $135.98 +2.0%
1128 LILAK LIBERTY LATIN AMERICA LTD Communication Services 1,146.0 $9K 0.00% NEW $7.79 +7.2%
1129 FFTY CAPITAL-FORCE ETF TR 205.0 $9K 0.00% NEW $43.55 -15.5%
1130 AVA AVISTA CORP Utilities 218.0 $9K 0.00% +213.0 +4260.0% $40.91 -7.3%
1131 CACC CREDIT ACCEP CORP MICH Financial Services 14.0 $9K 0.00% +13.0 +1300.0% $636.79 -5.3%
1132 MOOG INC 21.0 $9K 0.00% +16.0 +320.0% $423.86
1133 GTY GETTY RLTY CORP NEW Real Estate 265.0 $9K 0.00% +262.0 +8733.3% $33.36 +0.1%
1134 SIRI SIRIUSXM HOLDINGS INC Communication Services 299.0 $9K 0.00% +282.0 +1658.8% $29.54 -3.7%
1135 FRME FIRST MERCHANTS CORP Financial Services 202.0 $9K 0.00% +178.0 +741.7% $43.69 -4.1%
1136 UUUU ENERGY FUELS INC Energy 608.0 $9K 0.00% NEW $14.50 +2.6%
1137 MGA MAGNA INTL INC Consumer Cyclical 133.0 $9K 0.00% +52.0 +64.2% $65.66 +3.3%
1138 VOE VANGUARD INDEX FDS 44.0 $9K 0.00% NEW $197.61 +6.0%
1139 ALK ALASKA AIR GROUP INC Industrials 166.0 $9K 0.00% +154.0 +1283.3% $52.20 -20.4%
1140 WSM WILLIAMS SONOMA INC Consumer Cyclical 37.0 $9K 0.00% +7.0 +23.3% $233.30 +1.9%
Page 57 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%