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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 4 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NGG NATIONAL GRID PLC Utilities 134.0 $10K 0.00% NEW $77.35 +9.1%
62 GSK GSK PLC Healthcare 208.0 $10K 0.00% NEW $49.04 +4.4%
63 AEGON LTD 1,303.0 $10K 0.00% NEW $7.71
64 MPT MEDICAL PPTYS TRUST INC Financial Services 2,008.0 $10K 0.00% NEW $5.00 +0.1%
65 UI UBIQUITI INC Technology 18.0 $10K 0.00% NEW $553.39 +5.7%
66 CNQ CANADIAN NAT RES LTD Energy 294.0 $10K 0.00% NEW $33.85 +46.8%
67 STLA STELLANTIS N.V Consumer Cyclical 903.0 $10K 0.00% NEW $10.89 -32.2%
68 BTI BRITISH AMERN TOB PLC Consumer Defensive 170.0 $10K 0.00% NEW $56.62 +17.4%
69 HTGC HERCULES CAPITAL INC Financial Services 500.0 $9K 0.00% NEW $18.82 -18.4%
70 TS TENARIS S A Energy 244.0 $9K 0.00% NEW $38.45 +60.8%
71 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 222.0 $9K 0.00% NEW $40.84 -12.5%
72 FBND FIDELITY MERRIMACK STR TR 177.0 $8K 0.00% NEW $46.05 -2.1%
73 VIKING HOLDINGS LTD 113.0 $8K 0.00% NEW $71.42
74 PUK PRUDENTIAL PLC Financial Services 259.0 $8K 0.00% NEW $31.12 -1.7%
75 SCYB SCHWAB STRATEGIC TR 303.0 $8K 0.00% NEW $26.45 -1.7%
76 TRP TC ENERGY CORP Energy 141.0 $8K 0.00% NEW $55.01 +27.3%
77 GKOS GLAUKOS CORP Healthcare 68.0 $8K 0.00% NEW $112.91 +25.6%
78 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 318.0 $7K 0.00% NEW $23.31 -5.4%
79 NVR NVR INC Consumer Cyclical 1.0 $7K 0.00% NEW $7293.00 -20.7%
80 INNOVATOR ETFS TRUST 205.0 $7K 0.00% NEW $34.81
Page 4 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%