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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 29 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 420.0 $16K 0.00% NEW $38.22 -0.1%
562 ROL ROLLINS INC Consumer Cyclical 270.0 $16K 0.00% NEW $58.74 -9.3%
563 DLN WISDOMTREE TR 182.0 $16K 0.00% NEW $87.03 +9.9%
564 HCA HCA HEALTHCARE INC Healthcare 37.0 $16K 0.00% NEW $426.22 -7.9%
565 CORPAY INC 54.0 $16K 0.00% NEW $288.07
566 POOL POOL CORP Industrials 50.0 $16K 0.00% NEW $310.10 -41.4%
567 ROKU ROKU INC Communication Services 151.0 $15K 0.00% NEW $100.14 +24.0%
568 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 151.0 $15K 0.00% NEW $99.95 -23.6%
569 WTM WHITE MTNS INS GROUP LTD Financial Services 9.0 $15K 0.00% NEW $1671.56 +28.3%
570 XRAY DENTSPLY SIRONA INC Healthcare 1,184.0 $15K 0.00% NEW $12.69 -22.5%
571 ARKG ARK ETF TR 538.0 $15K 0.00% NEW $27.77 +9.9%
572 IT GARTNER INC Technology 56.0 $15K 0.00% NEW $262.88 -40.2%
573 URA GLOBAL X FDS 302.0 $14K 0.00% NEW $47.67 +2.5%
574 DFEB FIRST TR EXCHNG TRADED FD VI 305.0 $14K 0.00% NEW $46.54 +7.8%
575 MU MICRON TECHNOLOGY INC Technology 84.0 $14K 0.00% NEW $167.33 +355.4%
576 EXC EXELON CORP Utilities 311.0 $14K 0.00% NEW $45.01 +0.7%
577 THG HANOVER INS GROUP INC Financial Services 77.0 $14K 0.00% NEW $181.64 +7.1%
578 IVOG VANGUARD ADMIRAL FDS INC 117.0 $14K 0.00% NEW $119.48 +15.4%
579 LMT LOCKHEED MARTIN CORP Industrials 28.0 $14K 0.00% NEW $497.89 +5.0%
580 FNDF SCHWAB STRATEGIC TR 323.0 $14K 0.00% NEW $42.96 +24.9%
Page 29 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%