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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $731M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1634 New
Page 11 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMCSA COMCAST CORP NEW Communication Services 2,786.0 $88K 0.01% NEW $31.41 -21.1%
202 MET METLIFE INC Financial Services 1,047.0 $86K 0.01% NEW $82.37 -1.6%
203 REGN REGENERON PHARMACEUTICALS Healthcare 150.0 $84K 0.01% NEW $562.27 +12.1%
204 COP CONOCOPHILLIPS Energy 877.0 $83K 0.01% NEW $94.60 +31.7%
205 VT VANGUARD INTL EQUITY INDEX F 600.0 $83K 0.01% NEW $137.80 +12.2%
206 SHFS SHF HOLDINGS INC Financial Services 11,313.0 $81K 0.01% NEW $7.16 -93.6%
207 GS GOLDMAN SACHS GROUP INC Financial Services 101.0 $81K 0.01% NEW $798.81 +16.3%
208 RKLB ROCKET LAB CORP Industrials 1,680.0 $80K 0.01% NEW $47.91 +165.7%
209 FDS FACTSET RESH SYS INC Financial Services 275.0 $79K 0.01% NEW $286.49 -22.5%
210 SCCO SOUTHERN COPPER CORP Basic Materials 642.0 $78K 0.01% NEW $121.36 +39.3%
211 DFAW DIMENSIONAL ETF TRUST 1,084.0 $78K 0.01% NEW $71.86 +13.3%
212 SCHX SCHWAB STRATEGIC TR 2,943.0 $78K 0.01% NEW $26.34 +10.7%
213 DIA SPDR DOW JONES INDL AVERAGE Financial Services 164.0 $76K 0.01% NEW $463.74 +7.9%
214 LNG CHENIERE ENERGY INC Energy 317.0 $74K 0.01% NEW $234.98 +5.0%
215 BP BP PLC Energy 2,157.0 $74K 0.01% NEW $34.46 +31.0%
216 SBFG SB FINL GROUP INC Financial Services 3,793.0 $73K 0.01% NEW $19.29 +12.9%
217 TJX TJX COS INC NEW Consumer Cyclical 505.0 $73K 0.01% NEW $144.52 +4.3%
218 EME EMCOR GROUP INC Industrials 107.0 $70K 0.01% NEW $649.54 +31.5%
219 NSC NORFOLK SOUTHN CORP Industrials 230.0 $69K 0.01% NEW $300.41 +5.9%
220 MO ALTRIA GROUP INC Consumer Defensive 1,028.0 $68K 0.01% NEW $66.06 +12.0%
Page 11 of 82  ·  1,634 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 26.6%
Financial Services 16.8%
Consumer Defensive 15.4%
Healthcare 14.5%
Consumer Cyclical 6.8%
Communication Services 6.2%
Industrials 6.0%
Energy 2.5%
Utilities 2.4%
Real Estate 1.8%