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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $919M AUM 3,488 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 953 New 1364 Added 396 Reduced 156 Exited
Page 45 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 USAU U S GOLD CORP Basic Materials 2.0 $31.0 — NEW — $15.50 -4.8%
882 ARAY ACCURAY INC DEL Healthcare 115.0 $30.0 — NEW — $0.26 +13.3%
883 GENC GENCOR INDS INC Industrials 2.0 $30.0 — NEW — $15.00 +14.9%
884 PRTA PROTHENA CORP PLC Healthcare 3.0 $30.0 — NEW — $10.00 -12.2%
885 RMNI RIMINI STR INC DEL Technology 7.0 $30.0 — NEW — $4.29 -2.9%
886 — MEDIWOUND LTD — 2.0 $30.0 — NEW — $15.00 —
887 ADAMM ADAMAS TRUST INC. — 3.0 $29.0 — NEW — $9.67 —
888 RCMT RCM TECHNOLOGIES INC Industrials 1.0 $29.0 — NEW — $29.00 +42.1%
889 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 25.0 $28.0 — NEW — $1.12 +16.1%
890 RBB RBB BANCORP Financial Services 1.0 $28.0 — NEW — $28.00 -6.8%
891 COSO COASTALSOUTH BANCSHARES INC Financial Services 1.0 $27.0 — NEW — $27.00 -2.5%
892 WTBA WEST BANCORPORATION INC Financial Services 1.0 $27.0 — NEW — $27.00 +5.9%
893 — BENITEC BIOPHARMA INC — 2.0 $27.0 — NEW — $13.50 —
894 — TRUBRIDGE INC — 1.0 $27.0 — NEW — $27.00 —
895 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 2.0 $26.0 — NEW — $13.00 -16.3%
896 DEA EASTERLY GOVT PPTYS INC Real Estate 1.0 $25.0 — NEW — $25.00 -7.5%
897 MNSB MAINSTREET BANCSHARES INC Financial Services 1.0 $25.0 — NEW — $25.00 -0.5%
898 MNTK MONTAUK RENEWABLES INC Utilities 16.0 $25.0 — NEW — $1.56 +88.2%
899 RYZ RYERSON HLDG CORP Consumer Defensive 1.0 $25.0 — NEW — $25.00 -4.8%
900 TSSI TSS INC DEL Technology 2.0 $25.0 — NEW — $12.50 -21.4%
Page 45 of 48  ·  953 positions

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 26.5%
Healthcare 18.0%
Financial Services 14.0%
Consumer Defensive 13.8%
Industrials 7.6%
Consumer Cyclical 6.5%
Communication Services 4.6%
Energy 3.0%
Utilities 2.6%
Real Estate 2.0%