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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $731M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1634 New
Page 9 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMT AMERICAN TOWER CORP NEW Real Estate 711.0 $137K 0.02% NEW $192.32 -4.3%
162 PANW PALO ALTO NETWORKS INC Technology 658.0 $134K 0.02% NEW $203.62 +17.9%
163 QUAL ISHARES TR 683.0 $133K 0.02% NEW $194.50 +9.1%
164 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 788.0 $133K 0.02% NEW $168.48 -7.4%
165 CEG CONSTELLATION ENERGY CORP Utilities 402.0 $132K 0.02% NEW $329.07 -20.8%
166 XLC SELECT SECTOR SPDR TR 1,095.0 $130K 0.02% NEW $118.37 -1.9%
167 VIG VANGUARD SPECIALIZED FUNDS 586.0 $126K 0.02% NEW $215.79 +6.9%
168 PFE PFIZER INC Healthcare 4,854.0 $124K 0.02% NEW $25.48 +0.7%
169 STN STANTEC INC Industrials 1,120.0 $121K 0.02% NEW $107.80 -28.7%
170 MCK MCKESSON CORP Healthcare 156.0 $121K 0.02% NEW $772.54 -1.4%
171 ET ENERGY TRANSFER L P Energy 6,983.0 $120K 0.02% NEW $17.16 +18.8%
172 EPS WISDOMTREE TR 1,726.0 $119K 0.02% NEW $68.94 +12.0%
173 GALAXY DIGITAL INC. 3,500.0 $118K 0.02% NEW $33.81
174 ED CONSOLIDATED EDISON INC Utilities 1,168.0 $117K 0.02% NEW $100.52 +6.0%
175 VANGUARD MUN BD FDS 1,129.0 $113K 0.01% NEW $100.33
176 COIN COINBASE GLOBAL INC Financial Services 332.0 $112K 0.01% NEW $337.49 -42.7%
177 APLD APPLIED DIGITAL CORP Technology 4,842.0 $111K 0.01% NEW $22.94 +72.3%
178 QCOM QUALCOMM INC Technology 656.0 $109K 0.01% NEW $166.46 +17.5%
179 PM PHILIP MORRIS INTL INC Consumer Defensive 670.0 $109K 0.01% NEW $162.20 +18.1%
180 DUHP DIMENSIONAL ETF TRUST 2,845.0 $107K 0.01% NEW $37.77 +6.2%
Page 9 of 82  ·  1,634 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 26.6%
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%