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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 36 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VCLT VANGUARD SCOTTSDALE FDS 60.0 $5K 0.00% NEW $77.65 -4.5%
702 DIVO AMPLIFY ETF TR 104.0 $5K 0.00% NEW $44.58 +3.0%
703 SIX FLAGS ENTERTAINMENT CORP 200.0 $5K 0.00% NEW $22.72
704 BHP BHP GROUP LTD Basic Materials 81.0 $5K 0.00% NEW $55.62 +52.7%
705 COWZ PACER FDS TR 77.0 $4K 0.00% NEW $57.48 +10.2%
706 RIO RIO TINTO PLC Basic Materials 67.0 $4K 0.00% NEW $65.79 +57.0%
707 CQP CHENIERE ENERGY PARTNERS LP Energy 81.0 $4K 0.00% NEW $54.02 +19.8%
708 NRG NRG ENERGY INC Utilities 27.0 $4K 0.00% NEW $161.96 -15.5%
709 SHEL SHELL PLC Energy 61.0 $4K 0.00% NEW $71.28 +21.7%
710 F FORD MTR CO Consumer Cyclical 362.0 $4K 0.00% NEW $11.96 +14.3%
711 FNF FIDELITY NATIONAL FINANCIAL Financial Services 71.0 $4K 0.00% NEW $60.51 -18.4%
712 KD KYNDRYL HLDGS INC Technology 143.0 $4K 0.00% NEW $30.03 -59.8%
713 UAL UNITED AIRLS HLDGS INC Industrials 44.0 $4K 0.00% NEW $96.50 +1.6%
714 RGA REINSURANCE GRP OF AMERICA I Financial Services 22.0 $4K 0.00% NEW $192.18 +11.4%
715 EVEREST GROUP LTD 12.0 $4K 0.00% NEW $350.25
716 VXF VANGUARD INDEX FDS 20.0 $4K 0.00% NEW $209.35 +9.2%
717 INDA ISHARES TR 80.0 $4K 0.00% NEW $52.06 -7.7%
718 SIGA SIGA TECHNOLOGIES INC Healthcare 455.0 $4K 0.00% NEW $9.15 -50.9%
719 PWR QUANTA SVCS INC Industrials 10.0 $4K 0.00% NEW $414.50 +71.3%
720 OPRA OPERA LTD Communication Services 200.0 $4K 0.00% NEW $20.64 -15.1%
Page 36 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%