Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | XYL | XYLEM INC | Industrials | 175.0 | $26K | 0.00% | NEW | — | $147.50 | -26.6% |
| 482 | MPWR | MONOLITHIC PWR SYS INC | Technology | 28.0 | $26K | 0.00% | NEW | — | $920.68 | +69.6% |
| 483 | L | LOEWS CORP | Financial Services | 255.0 | $26K | 0.00% | NEW | — | $100.40 | +8.7% |
| 484 | CAH | CARDINAL HEALTH INC | Healthcare | 161.0 | $25K | 0.00% | NEW | — | $156.96 | +27.8% |
| 485 | RMD | RESMED INC | Healthcare | 92.0 | $25K | 0.00% | NEW | — | $273.74 | -23.3% |
| 486 | TMFG | RBB FD INC | — | 824.0 | $25K | 0.00% | NEW | — | $29.94 | +3.4% |
| 487 | BLOK | AMPLIFY ETF TR | — | 368.0 | $25K | 0.00% | NEW | — | $66.98 | -4.0% |
| 488 | CLS | CELESTICA INC | Technology | 100.0 | $25K | 0.00% | NEW | — | $246.38 | +44.0% |
| 489 | HSY | HERSHEY CO | Consumer Defensive | 131.0 | $25K | 0.00% | NEW | — | $187.06 | +1.8% |
| 490 | CMS | CMS ENERGY CORP | Utilities | 330.0 | $24K | 0.00% | NEW | — | $73.26 | +0.5% |
| 491 | EFX | EQUIFAX INC | Industrials | 94.0 | $24K | 0.00% | NEW | — | $256.54 | -36.4% |
| 492 | LH | LABCORP HOLDINGS INC | Healthcare | 84.0 | $24K | 0.00% | NEW | — | $287.07 | -10.9% |
| 493 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 240.0 | $24K | 0.00% | NEW | — | $99.81 | -32.3% |
| 494 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 1,223.0 | $24K | 0.00% | NEW | — | $19.53 | +40.4% |
| 495 | CTVA | CORTEVA INC | Basic Materials | 351.0 | $24K | 0.00% | NEW | — | $67.63 | +16.9% |
| 496 | YUM | YUM BRANDS INC | Consumer Cyclical | 154.0 | $23K | 0.00% | NEW | — | $152.00 | +0.5% |
| 497 | SUI | SUN CMNTYS INC | Real Estate | 181.0 | $23K | 0.00% | NEW | — | $129.00 | -4.7% |
| 498 | ESTC | ELASTIC N V | Technology | 276.0 | $23K | 0.00% | NEW | — | $84.49 | -36.3% |
| 499 | ITT | ITT INC | Industrials | 129.0 | $23K | 0.00% | NEW | — | $178.77 | +7.8% |
| 500 | EA | ELECTRONIC ARTS INC | Communication Services | 114.0 | $23K | 0.00% | NEW | — | $201.71 | +0.1% |
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%