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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $790M AUM 2,890 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 531 New 812 Added 255 Reduced 78 Exited
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BNKK SAFETY SHOT INC Consumer Defensive 4,389 $1K SOLD
42 HEPS D MARKET ELECTR SVCS & TRADI Consumer Cyclical 436 $1K SOLD
43 INTERPUBLIC GROUP COS INC 39 $1K SOLD
44 AMCOR PLC 116 $949.0 SOLD
45 UCO PROSHARES TR II Financial Services 40 $900.0 SOLD
46 RH RH Consumer Cyclical 3 $610.0 SOLD
47 NSIT INSIGHT ENTERPRISES INC Technology 5 $568.0 SOLD
48 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 20 $541.0 SOLD
49 CUSHMAN WAKEFIELD PLC 30 $478.0 SOLD
50 CBT CABOT CORP Basic Materials 6 $457.0 SOLD
51 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 6 $311.0 SOLD
52 PREMIER INC 11 $306.0 SOLD
53 IPAR INTERPARFUMS INC Consumer Defensive 3 $296.0 SOLD
54 LLYVK LIBERTY MEDIA CORP DEL Communication Services 3 $291.0 SOLD
55 ALLETE INC 4 $266.0 SOLD
56 WD WALKER & DUNLOP INC Financial Services 3 $251.0 SOLD
57 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 6 $222.0 SOLD
58 FA FIRST ADVANTAGE CORP NEW Industrials 14 $216.0 SOLD
59 SAM BOSTON BEER INC Consumer Defensive 1 $212.0 SOLD
60 SPIRIT AEROSYSTEMS HLDGS INC 5 $193.0 SOLD
Page 3 of 4  ·  78 positions
Sector Allocation
Technology 26.8%
Healthcare 17.3%
Financial Services 14.8%
Consumer Defensive 13.7%
Communication Services 7.2%
Consumer Cyclical 6.7%
Industrials 6.2%
Energy 2.5%
Utilities 2.1%
Real Estate 1.5%