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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 3 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 9,630.0 $1.2M 0.15% +2K +22.4% $120.34 +33.4%
42 PG PROCTER AND GAMBLE CO Consumer Defensive 7,658.0 $1.1M 0.14% $143.32 -0.6%
43 IVV ISHARES TR 1,574.0 $1.1M 0.14% +242.0 +18.2% $684.94 +7.6%
44 DFIV DIMENSIONAL ETF TRUST 21,182.0 $1.1M 0.13% $49.90 +10.3%
45 SCHW SCHWAB CHARLES CORP Financial Services 10,397.0 $1.0M 0.13% -446.0 -4.1% $99.91 -7.5%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 5,722.0 $1.0M 0.13% -61.0 -1.1% $177.75 -24.0%
47 NEE NEXTERA ENERGY INC Utilities 12,117.0 $973K 0.12% $80.28 +16.3%
48 WELL WELLTOWER INC Real Estate 5,072.0 $941K 0.12% $185.63 +14.5%
49 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 24,105.0 $934K 0.12% -20K -45.0% $38.73 -12.4%
50 JNJ JOHNSON & JOHNSON Healthcare 4,499.0 $931K 0.12% $206.95 +10.6%
51 META META PLATFORMS INC Communication Services 1,400.0 $924K 0.12% -377.0 -21.2% $660.32 -7.4%
52 TSLA TESLA INC Consumer Cyclical 2,051.0 $922K 0.12% +81.0 +4.1% $449.67 -8.8%
53 VXUS VANGUARD STAR FDS 12,000.0 $905K 0.12% +1K +9.1% $75.44 +9.8%
54 COST COSTCO WHSL CORP NEW Consumer Defensive 1,021.0 $881K 0.11% +6.0 +0.6% $862.55 +21.6%
55 VTV VANGUARD INDEX FDS 4,274.0 $816K 0.10% -66.0 -1.5% $190.99 +8.4%
56 VTI VANGUARD INDEX FDS 2,400.0 $805K 0.10% -18.0 -0.7% $335.25 +7.4%
57 C CITIGROUP INC Financial Services 6,895.0 $805K 0.10% +895.0 +14.9% $116.69 +2.8%
58 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.10% $754800.00
59 ORCL ORACLE CORP Technology 3,747.0 $730K 0.09% -479.0 -11.3% $194.94 -4.3%
60 DFAS DIMENSIONAL ETF TRUST 9,825.0 $685K 0.09% -300.0 -3.0% $69.67 +7.9%
Page 3 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%