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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 32 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WPC WP CAREY INC Real Estate 142.0 $10K 0.00% NEW $67.57 +11.0%
622 HOOD ROBINHOOD MKTS INC Financial Services 67.0 $10K 0.00% NEW $143.19 -47.0%
623 VTWO VANGUARD SCOTTSDALE FDS 98.0 $10K 0.00% NEW $97.83 +16.7%
624 CNC CENTENE CORP DEL Healthcare 263.0 $9K 0.00% NEW $35.68 +61.9%
625 HPE HEWLETT PACKARD ENTERPRISE C Technology 382.0 $9K 0.00% NEW $24.56 +38.3%
626 GBX GREENBRIER COS INC Industrials 200.0 $9K 0.00% NEW $46.17 +5.5%
627 SEDG SOLAREDGE TECHNOLOGIES INC Energy 249.0 $9K 0.00% NEW $37.00 +51.9%
628 OGE OGE ENERGY CORP Utilities 199.0 $9K 0.00% NEW $46.28 +3.9%
629 IVZ INVESCO LTD Financial Services 399.0 $9K 0.00% NEW $22.94 +17.6%
630 PNR PENTAIR PLC Industrials 82.0 $9K 0.00% NEW $110.78 -33.0%
631 EWBC EAST WEST BANCORP INC Financial Services 85.0 $9K 0.00% NEW $106.46 +15.5%
632 BLKB BLACKBAUD INC Technology 138.0 $9K 0.00% NEW $64.31 -53.9%
633 EVRG EVERGY INC Utilities 113.0 $9K 0.00% NEW $76.03 +10.0%
634 AZO AUTOZONE INC Consumer Cyclical 2.0 $9K 0.00% NEW $4291.00 -19.9%
635 PALL ABRDN PALLADIUM ETF TRUST Financial Services 75.0 $9K 0.00% NEW $114.17 -77.9%
636 SLV ISHARES SILVER TR Financial Services 202.0 $9K 0.00% NEW $42.37 +63.9%
637 PAA PLAINS ALL AMERN PIPELINE L Energy 500.0 $9K 0.00% NEW $17.06 +38.8%
638 WCC WESCO INTL INC Industrials 40.0 $8K 0.00% NEW $211.72 +65.3%
639 COPX GLOBAL X FDS 140.0 $8K 0.00% NEW $59.81 +38.8%
640 TEL TE CONNECTIVITY PLC Technology 38.0 $8K 0.00% NEW $219.55 -8.3%
Page 32 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%