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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 28 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MTG MGIC INVT CORP WIS Financial Services 645.0 $18K 0.00% NEW $28.37 -7.8%
542 SPYM SPDR SERIES TRUST 233.0 $18K 0.00% NEW $78.34 +11.6%
543 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 102.0 $18K 0.00% NEW $178.74 -26.5%
544 FNDA SCHWAB STRATEGIC TR 582.0 $18K 0.00% NEW $31.16 +13.7%
545 VRT VERTIV HOLDINGS CO Industrials 120.0 $18K 0.00% NEW $150.87 +109.2%
546 SOL STRATEGIES INC 4,125.0 $18K 0.00% NEW $4.34
547 WTFC WINTRUST FINL CORP Financial Services 135.0 $18K 0.00% NEW $132.44 +13.1%
548 LFUS LITTELFUSE INC Technology 68.0 $18K 0.00% NEW $259.03 +71.4%
549 EBAY EBAY INC. Consumer Cyclical 190.0 $17K 0.00% NEW $90.96 +28.8%
550 DFAI DIMENSIONAL ETF TRUST 467.0 $17K 0.00% NEW $36.35 +14.4%
551 MAR MARRIOTT INTL INC NEW Consumer Cyclical 65.0 $17K 0.00% NEW $260.46 +42.3%
552 CTAS CINTAS CORP Industrials 82.0 $17K 0.00% NEW $205.28 -16.0%
553 JHG JANUS HENDERSON GROUP PLC Financial Services 378.0 $17K 0.00% NEW $44.51 +16.1%
554 W WAYFAIR INC Consumer Cyclical 188.0 $17K 0.00% NEW $89.34 -27.6%
555 BSX BOSTON SCIENTIFIC CORP Healthcare 172.0 $17K 0.00% NEW $97.63 -41.5%
556 OEF ISHARES TR 50.0 $17K 0.00% NEW $332.84 +11.3%
557 GM GENERAL MTRS CO Consumer Cyclical 272.0 $17K 0.00% NEW $60.97 +26.6%
558 MRSH MARSH & MCLENNAN COS INC Financial Services 82.0 $17K 0.00% NEW $201.54 -18.1%
559 TMUS T-MOBILE US INC Communication Services 68.0 $16K 0.00% NEW $239.40 -20.6%
560 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 216.0 $16K 0.00% NEW $75.12 -14.4%
Page 28 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%