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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 20 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GOSS GOSSAMER BIO INC Healthcare 59.0 $183.0 NEW $3.10 -93.1%
382 BIOHAVEN LTD 16.0 $181.0 NEW $11.31
383 APPS DIGITAL TURBINE INC Technology 36.0 $180.0 NEW $5.00 -9.0%
384 FORGE GLOBAL HOLDINGS INC 4.0 $179.0 NEW $44.75
385 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 11.0 $175.0 NEW $15.91 -2.6%
386 AGILON HEALTH INC 253.0 $175.0 NEW $0.69
387 VSEC VSE CORP Industrials 1.0 $173.0 NEW $173.00 -2.9%
388 SRVR PACER FDS TR 6.0 $172.0 NEW $28.67 +18.7%
389 RIGL RIGEL PHARMACEUTICALS INC Healthcare 4.0 $172.0 NEW $43.00 -34.2%
390 RDVT RED VIOLET INC Technology 3.0 $171.0 NEW $57.00 -12.1%
391 GRNT GRANITE RIDGE RESOURCES INC Energy 36.0 $170.0 NEW $4.72 +21.8%
392 ALAB ASTERA LABS INC Technology 1.0 $167.0 NEW $167.00 +72.1%
393 PERIMETER SOLUTIONS INC 6.0 $166.0 NEW $27.67
394 MOV MOVADO GROUP INC Consumer Cyclical 8.0 $165.0 NEW $20.62 +27.9%
395 VRTS VIRTUS INVT PARTNERS INC Financial Services 1.0 $164.0 NEW $164.00 -19.1%
396 CRSR CORSAIR GAMING INC Technology 27.0 $161.0 NEW $5.96 +12.5%
397 ALRS ALERUS FINL CORP Financial Services 7.0 $158.0 NEW $22.57 +24.5%
398 EGHT 8X8 INC NEW Technology 80.0 $158.0 NEW $1.98 +22.0%
399 MLAB MESA LABS INC Technology 2.0 $157.0 NEW $78.50 +27.2%
400 FMBH FIRST MID ILL BANCSHARES INC Financial Services 4.0 $156.0 NEW $39.00 +9.1%
Page 20 of 27  ·  531 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 26.8%
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%