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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 8 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VEA VANGUARD TAX-MANAGED FDS 3,520.0 $251K 0.03% -48.0 -1.4% $71.25 +2.2%
142 PANW PALO ALTO NETWORKS INC Technology 734.0 $250K 0.03% -4.0 -0.5% $341.02 +5.5%
143 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,236.0 $250K 0.03% -3K -33.3% $40.01 +12.4%
144 BSCQ INVESCO EXCH TRD SLF IDX FD 12,775.0 $249K 0.03% NEW $19.52 +0.2%
145 ETHA ISHARES ETHEREUM TR Financial Services 20,276.0 $241K 0.03% +18K +858.2% $11.89 +33.6%
146 GLW CORNING INC Technology 935.0 $239K 0.03% +329.0 +54.3% $255.56 -40.3%
147 VSS VANGUARD INTL EQUITY INDEX F 1,548.0 $239K 0.03% -44.0 -2.8% $154.29 +3.2%
148 AMGN AMGEN INC Healthcare 657.0 $238K 0.03% -102.0 -13.4% $362.15 +22.1%
149 FITB FIFTH THIRD BANCORP Financial Services 4,181.0 $236K 0.03% +33.0 +0.8% $56.38 -2.5%
150 VUSB VANGUARD BD INDEX FDS 4,713.0 $235K 0.03% +493.0 +11.7% $49.78 -0.1%
151 DFAT DIMENSIONAL ETF TRUST 3,336.0 $233K 0.03% $69.89 +2.6%
152 IAU ISHARES GOLD TR Financial Services 3,057.0 $231K 0.03% +980.0 +47.2% $75.51 +12.4%
153 IJR ISHARES TR 1,536.0 $228K 0.03% -71.0 -4.4% $148.31 -0.3%
154 SYK STRYKER CORPORATION Healthcare 721.0 $227K 0.03% +20.0 +2.9% $314.84 +8.0%
155 JEPI J P MORGAN EXCHANGE TRADED F 4,013.0 $227K 0.03% NEW $56.48 +2.6%
156 KO COCA COLA CO Consumer Defensive 2,708.0 $220K 0.02% -1K -31.7% $81.27 +11.2%
157 UNH UNITEDHEALTH GROUP INC Healthcare 524.0 $218K 0.02% -143.0 -21.4% $415.54 -6.5%
158 SCZ ISHARES TR 2,638.0 $217K 0.02% +358.0 +15.7% $82.27 +4.7%
159 KEY KEYCORP Financial Services 9,314.0 $215K 0.02% +91.0 +1.0% $23.05 -4.1%
160 ORCL ORACLE CORP Technology 1,445.0 $212K 0.02% -2K -61.4% $146.58 -1.9%
Page 8 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 25.8%
Healthcare 17.5%
Financial Services 13.7%
Consumer Defensive 13.4%
Industrials 7.4%
Communication Services 6.9%
Consumer Cyclical 6.3%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%