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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 30 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 167.0 $14K 0.00% NEW $82.92 +24.0%
582 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 705.0 $14K 0.00% NEW $19.57 -48.7%
583 PNFP PINNACLE FINL PARTNERS INC Financial Services 147.0 $14K 0.00% NEW $93.80 +3.2%
584 WDAY WORKDAY INC Technology 57.0 $14K 0.00% NEW $240.74 -47.4%
585 CABO CABLE ONE INC Communication Services 75.0 $13K 0.00% NEW $177.05 -73.1%
586 JBBB JANUS DETROIT STR TR 274.0 $13K 0.00% NEW $48.17 -1.7%
587 ACWI ISHARES TR 95.0 $13K 0.00% NEW $138.24 +12.6%
588 UHAL U HAUL HOLDING COMPANY Industrials 222.0 $13K 0.00% NEW $57.08 -11.9%
589 THC TENET HEALTHCARE CORP Healthcare 62.0 $13K 0.00% NEW $203.06 -7.7%
590 PSEP INNOVATOR ETFS TRUST 290.0 $12K 0.00% NEW $42.95 +6.2%
591 BRX BRIXMOR PPTY GROUP INC Real Estate 448.0 $12K 0.00% NEW $27.68 +11.5%
592 BDX BECTON DICKINSON & CO Healthcare 66.0 $12K 0.00% NEW $186.03 -21.4%
593 IDXX IDEXX LABS INC Healthcare 19.0 $12K 0.00% NEW $638.95 -13.4%
594 BK BANK NEW YORK MELLON CORP Financial Services 111.0 $12K 0.00% NEW $108.97 +27.5%
595 PRU PRUDENTIAL FINL INC Financial Services 116.0 $12K 0.00% NEW $103.81 -0.6%
596 IVE ISHARES TR 58.0 $12K 0.00% NEW $206.52 +9.5%
597 SPOT SPOTIFY TECHNOLOGY S A Communication Services 17.0 $12K 0.00% NEW $698.00 -37.9%
598 RSP INVESCO EXCHANGE TRADED FD T 62.0 $12K 0.00% NEW $189.71 +7.9%
599 TXT TEXTRON INC Industrials 139.0 $12K 0.00% NEW $84.50 +5.9%
600 AAL AMERICAN AIRLS GROUP INC Industrials 1,038.0 $12K 0.00% NEW $11.24 +20.9%
Page 30 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%