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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 73 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BEPC BROOKFIELD RENEWABLE CORP Utilities 116.0 $4K +110.0 +1833.3% $37.12 -10.1%
1442 RSSL GLOBAL X FDS 36.0 $4K -6.0 -14.3% $118.94 -1.5%
1443 EVTC EVERTEC INC Technology 154.0 $4K +139.0 +926.7% $27.79 +7.7%
1444 CUBI CUSTOMERS BANCORP INC Financial Services 54.0 $4K +36.0 +200.0% $79.11 -1.1%
1445 XEL XCEL ENERGY INC Utilities 53.0 $4K +14.0 +35.9% $80.30 -3.9%
1446 IDCC INTERDIGITAL INC Technology 15.0 $4K +11.0 +275.0% $283.20 +22.0%
1447 ALGT ALLEGIANT TRAVEL CO Industrials 36.0 $4K NEW $117.61 -30.0%
1448 ADUS ADDUS HOMECARE CORP Healthcare 42.0 $4K +41.0 +4100.0% $100.48 +20.5%
1449 PRVA PRIVIA HEALTH GROUP INC Healthcare 164.0 $4K NEW $25.73 -17.6%
1450 CIM CHIMERA INVT CORP Real Estate 316.0 $4K NEW $13.34 -13.1%
1451 EQT EQT CORP Energy 79.0 $4K -197.0 -71.4% $53.18 +1.5%
1452 BDC BELDEN INC Technology 35.0 $4K +29.0 +483.3% $119.94 -2.4%
1453 STRL STERLING INFRASTRUCTURE INC Industrials 5.0 $4K +2.0 +66.7% $839.60 -42.1%
1454 EUO PROSHARES TR II Financial Services 137.0 $4K NEW $30.62 -3.4%
1455 CQP CHENIERE ENERGY PARTNERS L P Energy 68.0 $4K -15.0 -18.1% $61.25 +11.3%
1456 INSP INSPIRE MED SYS INC Healthcare 93.0 $4K NEW $44.61 +37.1%
1457 PENN PENN ENTERTAINMENT INC Consumer Cyclical 194.0 $4K +25.0 +14.8% $21.37 -16.9%
1458 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 114.0 $4K +104.0 +1040.0% $36.25 +4.2%
1459 IREN IREN LIMITED Financial Services 90.0 $4K NEW $45.73 -7.7%
1460 DXYZ DESTINY TECH100 INC 159.0 $4K NEW $25.76 +34.3%
Page 73 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%