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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 13 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ONEQ FIDELITY COMWLTH TR 660.0 $59K 0.01% NEW $89.13 +15.6%
242 CL COLGATE PALMOLIVE CO Consumer Defensive 733.0 $59K 0.01% NEW $79.94 +11.9%
243 PH PARKER-HANNIFIN CORP Industrials 75.0 $57K 0.01% NEW $758.16 +12.0%
244 AWK AMERICAN WTR WKS CO INC NEW Utilities 406.0 $57K 0.01% NEW $139.19 -12.2%
245 GIS GENERAL MLS INC Consumer Defensive 1,119.0 $56K 0.01% NEW $50.42 -34.7%
246 ADSK AUTODESK INC Technology 177.0 $56K 0.01% NEW $317.68 -25.7%
247 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 214.0 $56K 0.01% NEW $259.89 +22.7%
248 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 4,811.0 $55K 0.01% NEW $11.39 -1.6%
249 DFAU DIMENSIONAL ETF TRUST 1,197.0 $55K 0.01% NEW $45.76 +10.7%
250 GILD GILEAD SCIENCES INC Healthcare 492.0 $55K 0.01% NEW $111.00 +16.7%
251 CINF CINCINNATI FINL CORP Financial Services 343.0 $54K 0.01% NEW $158.10 +5.1%
252 TPR TAPESTRY INC Consumer Cyclical 477.0 $54K 0.01% NEW $113.22 +19.8%
253 IQDF FLEXSHARES TR 1,883.0 $54K 0.01% NEW $28.54 +19.9%
254 SCHC SCHWAB STRATEGIC TR 1,176.0 $54K 0.01% NEW $45.51 +8.9%
255 JBL JABIL INC Technology 245.0 $53K 0.01% NEW $217.17 +61.1%
256 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,259.0 $53K 0.01% NEW $42.22 +15.0%
257 VZ VERIZON COMMUNICATIONS INC Communication Services 1,209.0 $53K 0.01% NEW $43.95 +8.0%
258 ULTA ULTA BEAUTY INC Consumer Cyclical 97.0 $53K 0.01% NEW $546.75 -10.0%
259 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 636.0 $53K 0.01% NEW $83.34 -43.1%
260 SWKS SKYWORKS SOLUTIONS INC Technology 688.0 $53K 0.01% NEW $76.98 -5.1%
Page 13 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%