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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 27 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PBFS PIONEER BANCORP INC MD Financial Services 1.0 $14.0 NEW $14.00 +7.0%
522 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 4.0 $13.0 NEW $3.25 -13.2%
523 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 9.0 $13.0 NEW $1.44 -53.9%
524 MATIV HOLDINGS INC 1.0 $13.0 NEW $13.00
525 OOMA OOMA INC Communication Services 1.0 $12.0 NEW $12.00 +62.1%
526 RZLT REZOLUTE INC Healthcare 5.0 $12.0 NEW $2.40 +31.7%
527 ALLO ALLOGENE THERAPEUTICS INC Healthcare 8.0 $11.0 NEW $1.38 +39.6%
528 MAPS WM TECHNOLOGY INC Technology 7.0 $6.0 NEW $0.86 -56.4%
529 EXFY EXPENSIFY INC Technology 3.0 $5.0 NEW $1.67 -31.9%
530 KLTR KALTURA INC Technology 3.0 $5.0 NEW $1.67 -10.6%
531 CURI CURIOSITYSTREAM INC Communication Services 1.0 $4.0 NEW $4.00 -34.7%
Page 27 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%