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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $790M AUM 2,890 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 531 New 812 Added 255 Reduced 78 Exited
Page 25 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 OTIS OTIS WORLDWIDE CORP Industrials 386.0 $34K 0.00% +54.0 +16.3% $87.40 -18.0%
482 ONON ON HLDG AG Consumer Cyclical 725.0 $34K 0.00% +707.0 +3927.8% $46.48 -15.7%
483 EIM EATON VANCE MUN BD FD Financial Services 3,451.0 $34K 0.00% +53.0 +1.6% $9.73 -0.5%
484 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 444.0 $34K 0.00% +436.0 +5450.0% $75.56 +7.1%
485 VIOV VANGUARD ADMIRAL FDS INC 343.0 $34K 0.00% NEW $97.76 +12.7%
486 DCI DONALDSON INC Industrials 378.0 $34K 0.00% $88.66 -6.8%
487 HSBC HSBC HLDGS PLC Financial Services 426.0 $34K 0.00% NEW $78.67 +17.0%
488 PTLC PACER FDS TR 600.0 $33K 0.00% $55.58 +3.9%
489 DFNM DIMENSIONAL ETF TRUST 690.0 $33K 0.00% $48.17 -0.6%
490 MLI MUELLER INDS INC Industrials 289.0 $33K 0.00% +270.0 +1421.0% $114.80 +16.4%
491 FSK FS KKR CAP CORP Financial Services 2,238.0 $33K 0.00% $14.81 -26.2%
492 NEU NEWMARKET CORP Basic Materials 48.0 $33K 0.00% +35.0 +269.2% $687.29 +4.8%
493 NTRA NATERA INC Healthcare 144.0 $33K 0.00% +141.0 +4700.0% $229.10 -11.1%
494 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 365.0 $33K 0.00% +7.0 +2.0% $90.03 +4.9%
495 HON HONEYWELL INTL INC Industrials 168.0 $33K 0.00% $195.10 +14.7%
496 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 2,581.0 $32K 0.00% $12.58 -2.2%
497 HIW HIGHWOODS PPTYS INC Real Estate 1,251.0 $32K 0.00% -298.0 -19.2% $25.82 -1.0%
498 MKTX MARKETAXESS HLDGS INC Financial Services 177.0 $32K 0.00% NEW $181.25 -24.8%
499 FERG FERGUSON ENTERPRISES INC Industrials 144.0 $32K 0.00% +15.0 +11.6% $222.63 +0.5%
500 FE FIRSTENERGY CORP Utilities 715.0 $32K 0.00% $44.77 +1.6%
Page 25 of 105  ·  2,087 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 26.8%
Healthcare 17.3%
Financial Services 14.8%
Consumer Defensive 13.7%
Communication Services 7.2%
Consumer Cyclical 6.7%
Industrials 6.2%
Energy 2.5%
Utilities 2.1%
Real Estate 1.5%