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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 46 of 48  ·  953 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 NRDY NERDY INC Technology 26.0 $24.0 — NEW — $0.92 +820.8%
902 TWI TITAN INTL INC ILL Industrials 3.0 $24.0 — NEW — $8.00 -13.4%
903 MITT TPG MTG INVTS TR INC Real Estate 3.0 $24.0 — NEW — $8.00 -25.4%
904 CRD-B CRAWFORD & CO — 2.0 $23.0 — NEW — $11.50 +2.9%
905 JMSB JOHN MARSHALL BANCORP INC Financial Services 1.0 $22.0 — NEW — $22.00 +4.1%
906 TTGT TECHTARGET INC Communication Services 6.0 $22.0 — NEW — $3.67 +2.0%
907 CMCL CALEDONIA MNG CORP Basic Materials 1.0 $20.0 — NEW — $20.00 +17.1%
908 PDLB PONCE FINANCIAL GROUP INC Financial Services 1.0 $20.0 — NEW — $20.00 +0.1%
909 RMAX RE/MAX HLDGS INC Real Estate 2.0 $20.0 — NEW — $10.00 +23.6%
910 RELL RICHARDSON ELECTRS LTD Technology 1.0 $20.0 — NEW — $20.00 -13.5%
911 SRBK SR BANCORP INC Financial Services 1.0 $20.0 — NEW — $20.00 -4.8%
912 ERAS ERASCA INC Healthcare 1.0 $19.0 — NEW — $19.00 -25.2%
913 MYPS PLAYSTUDIOS INC Technology 38.0 $19.0 — NEW — $0.50 -8.3%
914 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 2.0 $18.0 — NEW — $9.00 -20.2%
915 MLP MAUI LD & PINEAPPLE INC Real Estate 1.0 $18.0 — NEW — $18.00 -10.6%
916 SKYX SKYX PLATFORMS CORP Industrials 16.0 $18.0 — NEW — $1.12 +0.4%
917 — XEROX HOLDINGS CORP — 59.0 $17.0 — NEW — $0.29 —
918 ACTU ACTUATE THERAPEUTICS INC Healthcare 10.0 $16.0 — NEW — $1.60 -57.1%
919 — SBC MED GROUP HLDGS INC — 5.0 $16.0 — NEW — $3.20 —
920 OPBK OP BANCORP Financial Services 1.0 $15.0 — NEW — $15.00 +1.3%
Page 46 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%