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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 24 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NFBK NORTHFIELD BANCORP INC DEL Financial Services 7.0 $81.0 NEW $11.57 +21.8%
462 EFSI EAGLE FINL SVCS INC Financial Services 2.0 $80.0 NEW $40.00 -6.7%
463 EPSN EPSILON ENERGY LTD Energy 17.0 $79.0 NEW $4.65 +33.8%
464 FIDELIS INSURANCE HOLDINGS L 4.0 $79.0 NEW $19.75
465 PKBK PARKE BANCORP INC Financial Services 3.0 $76.0 NEW $25.33 +19.8%
466 ALDX ALDEYRA THERAPEUTICS INC Healthcare 14.0 $73.0 NEW $5.21 -70.3%
467 TSBK TIMBERLAND BANCORP INC Financial Services 2.0 $72.0 NEW $36.00 +10.9%
468 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 21.0 $71.0 NEW $3.38 +8.5%
469 ARLO ARLO TECHNOLOGIES INC Industrials 5.0 $70.0 NEW $14.00 -6.8%
470 ATLO AMES NATL CORP Financial Services 3.0 $69.0 NEW $23.00 +23.2%
471 ARKO ARKO CORP Consumer Cyclical 15.0 $69.0 NEW $4.60 +58.0%
472 COMMUNITY WEST BANCSHARES NE 3.0 $68.0 NEW $22.67
473 CVGW CALAVO GROWERS INC Consumer Defensive 3.0 $66.0 NEW $22.00 +21.1%
474 SRCE 1ST SOURCE CORP Financial Services 1.0 $63.0 NEW $63.00 +14.9%
475 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1.0 $63.0 NEW $63.00 -13.2%
476 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 2.0 $61.0 NEW $30.50 +8.6%
477 EBMT EAGLE BANCORP MONT INC Financial Services 3.0 $60.0 NEW $20.00 +10.4%
478 EE EXCELERATE ENERGY INC Utilities 2.0 $57.0 NEW $28.50 +27.1%
479 CHMG CHEMUNG FINL CORP Financial Services 1.0 $56.0 NEW $56.00 +19.8%
480 FVCB FVCBANKCORP INC Financial Services 4.0 $56.0 NEW $14.00 +10.1%
Page 24 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%