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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 63 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CRK COMSTOCK RES INC Energy 468.0 $7K 0.00% +438.0 +1460.0% $14.92 -5.0%
1242 CRSP CRISPR THERAPEUTICS AG Healthcare 128.0 $7K 0.00% +94.0 +276.5% $54.55 +11.6%
1243 FBK FB FINL CORP Financial Services 126.0 $7K 0.00% +120.0 +2000.0% $55.36 +3.5%
1244 ADT ADT INC DEL Industrials 1,070.0 $7K 0.00% -2K -62.6% $6.50 +14.3%
1245 BEP BROOKFIELD RENEWABLE ENERGY Utilities 200.0 $7K 0.00% $34.73 -5.5%
1246 SFBS SERVISFIRST BANCSHARES INC Financial Services 80.0 $7K 0.00% +73.0 +1042.9% $86.75 -50.3%
1247 GTES GATES INDL CORP PLC Industrials 248.0 $7K 0.00% +210.0 +552.6% $27.97 -7.2%
1248 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 184.0 $7K 0.00% $37.58 +37.4%
1249 ENOV ENOVIS CORPORATION Industrials 334.0 $7K 0.00% +11.0 +3.4% $20.70 +23.6%
1250 CNM CORE & MAIN INC Industrials 143.0 $7K 0.00% +127.0 +793.8% $48.25 -8.6%
1251 OLN OLIN CORP Basic Materials 347.0 $7K 0.00% NEW $19.82 -12.4%
1252 JHG JANUS HENDERSON GROUP PLC Financial Services 132.0 $7K 0.00% +51.0 +63.0% $51.95 -0.0%
1253 PSMT PRICESMART INC Consumer Defensive 35.0 $7K 0.00% +31.0 +775.0% $195.34 -9.3%
1254 AEM AGNICO EAGLE MINES LTD Basic Materials 44.0 $7K 0.00% -83.0 -65.3% $155.16 +44.4%
1255 BC BRUNSWICK CORP Consumer Cyclical 81.0 $7K 0.00% +67.0 +478.6% $84.25 -4.6%
1256 MLKN MILLERKNOLL INC Consumer Cyclical 333.0 $7K 0.00% NEW $20.46 +13.6%
1257 EW EDWARDS LIFESCIENCES CORP Healthcare 75.0 $7K 0.00% -17.0 -18.5% $90.47 +0.4%
1258 PRK PARK NATL CORP Financial Services 37.0 $7K 0.00% +35.0 +1750.0% $183.00 +9.2%
1259 EXPO EXPONENT INC Industrials 115.0 $7K 0.00% +112.0 +3733.3% $58.77 +19.3%
1260 STRA STRATEGIC ED INC Consumer Defensive 88.0 $7K 0.00% +20.0 +29.4% $76.64 +12.3%
Page 63 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%