Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 821 | CACI | CACI INTL INC | Technology | 4.0 | $2K | — | NEW | — | $499.00 | -1.8% |
| 822 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 16.0 | $2K | — | NEW | — | $124.38 | -20.6% |
| 823 | TROW | PRICE T ROWE GROUP INC | Financial Services | 19.0 | $2K | — | NEW | — | $104.05 | -2.1% |
| 824 | SNPS | SYNOPSYS INC | Technology | 4.0 | $2K | — | NEW | — | $493.50 | +1.1% |
| 825 | RS | RELIANCE INC | Basic Materials | 7.0 | $2K | — | NEW | — | $280.86 | +29.0% |
| 826 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 50.0 | $2K | — | NEW | — | $39.22 | +58.9% |
| 827 | — | MONOGRAM TECHNOLOGIES INC | — | 334.0 | $2K | — | NEW | — | $5.87 | — |
| 828 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 50.0 | $2K | — | NEW | — | $39.18 | -48.1% |
| 829 | ALLE | ALLEGION PLC | Industrials | 11.0 | $2K | — | NEW | — | $177.36 | -26.3% |
| 830 | LOCO | EL POLLO LOCO HLDGS INC | Consumer Cyclical | 200.0 | $2K | — | NEW | — | $9.70 | +45.8% |
| 831 | DAPP | VANECK ETF TRUST | — | 89.0 | $2K | — | NEW | — | $21.78 | -1.1% |
| 832 | MRVL | MARVELL TECHNOLOGY INC | Technology | 23.0 | $2K | — | NEW | — | $84.09 | +126.8% |
| 833 | OCUL | OCULAR THERAPEUTIX INC | Healthcare | 165.0 | $2K | — | NEW | — | $11.69 | -29.7% |
| 834 | ASPI | ASP ISOTOPES INC | Basic Materials | 200.0 | $2K | — | NEW | — | $9.62 | -46.3% |
| 835 | MLI | MUELLER INDS INC | Industrials | 19.0 | $2K | — | NEW | — | $101.16 | +32.1% |
| 836 | MTZ | MASTEC INC | Industrials | 9.0 | $2K | — | NEW | — | $212.89 | +82.6% |
| 837 | — | EXPAND ENERGY CORPORATION | — | 18.0 | $2K | — | NEW | — | $106.28 | — |
| 838 | MKL | MARKEL GROUP INC | Financial Services | 1.0 | $2K | — | NEW | — | $1912.00 | -3.1% |
| 839 | APD | AIR PRODS & CHEMS INC | Basic Materials | 7.0 | $2K | — | NEW | — | $272.86 | +6.4% |
| 840 | SPXL | DIREXION SHS ETF TR | — | 9.0 | $2K | — | NEW | — | $212.00 | +27.5% |
① 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%