Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | 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% |
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%