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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 37 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FIX COMFORT SYS USA INC Industrials 5.0 $4K 0.00% NEW $825.20 +122.2%
722 AEE AMEREN CORP Utilities 39.0 $4K 0.00% NEW $104.41 +5.2%
723 EWJ ISHARES INC 50.0 $4K 0.00% NEW $80.22 +13.9%
724 ANGLOGOLD ASHANTI PLC 57.0 $4K 0.00% NEW $70.33
725 RSSL GLOBAL X FDS 42.0 $4K 0.00% NEW $95.24 +16.1%
726 AMP AMERIPRISE FINL INC Financial Services 8.0 $4K 0.00% NEW $491.25 -8.3%
727 RYN RAYONIER INC Real Estate 147.0 $4K 0.00% NEW $26.54 -23.8%
728 ALL ALLSTATE CORP Financial Services 18.0 $4K 0.00% NEW $214.67 -0.1%
729 CBNK CAPITAL BANCORP INC MD Financial Services 120.0 $4K 0.00% NEW $31.99 -1.4%
730 INVESCO EXCH TRD SLF IDX FD 166.0 $4K 0.00% NEW $23.06
731 PAYS PAYSIGN INC Technology 608.0 $4K 0.00% NEW $6.29 +0.8%
732 NVGS NAVIGATOR HLDGS LTD Energy 244.0 $4K 0.00% NEW $15.49 +51.0%
733 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 16.0 $4K 0.00% NEW $236.06 +218.2%
734 BKR BAKER HUGHES COMPANY Energy 77.0 $4K 0.00% NEW $48.74 +35.0%
735 RBLX ROBLOX CORP Technology 27.0 $4K 0.00% NEW $138.56 -67.0%
736 JCI JOHNSON CTLS INTL PLC Industrials 34.0 $4K 0.00% NEW $109.97 +23.2%
737 MAIN MAIN STR CAP CORP Financial Services 58.0 $4K 0.00% NEW $63.34 -19.5%
738 PSKY PARAMOUNT SKYDANCE CORP Communication Services 194.0 $4K 0.00% NEW $18.93 -46.5%
739 ROST ROSS STORES INC Consumer Cyclical 24.0 $4K 0.00% NEW $152.42 +39.5%
740 SM SM ENERGY CO Energy 146.0 $4K NEW $24.99 +39.3%
Page 37 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%