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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 38 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VRTX VERTEX PHARMACEUTICALS INC Healthcare 27.0 $12K 0.00% $453.41 -5.1%
742 TBN TAMBORAN RES CORP Basic Materials 446.0 $12K 0.00% NEW $27.23 +32.0%
743 SHFS SHF HOLDINGS INC Financial Services 11,313.0 $12K 0.00% $1.06 -56.7%
744 RSP INVESCO EXCHANGE TRADED FD T 62.0 $12K 0.00% $191.65 +6.8%
745 BBIO BRIDGEBIO PHARMA INC Healthcare 155.0 $12K 0.00% +139.0 +868.8% $76.50 -8.1%
746 CRBG COREBRIDGE FINL INC Financial Services 392.0 $12K 0.00% +362.0 +1206.7% $30.17 -8.4%
747 BWA BORGWARNER INC Consumer Cyclical 257.0 $12K 0.00% +231.0 +888.5% $45.06 +41.0%
748 PNR PENTAIR PLC Industrials 111.0 $12K 0.00% +29.0 +35.4% $104.14 -28.8%
749 OXY OCCIDENTAL PETE CORP Energy 280.0 $12K 0.00% +148.0 +112.1% $41.17 +42.9%
750 IDXX IDEXX LABS INC Healthcare 17.0 $12K 0.00% -2.0 -10.5% $676.59 -18.3%
751 ASTRAZENECA PLC 125.0 $11K 0.00% +117.0 +1462.5% $91.94
752 SNY SANOFI SA Healthcare 235.0 $11K 0.00% NEW $48.46 -7.8%
753 LYG LLOYDS BANKING GROUP PLC Financial Services 2,102.0 $11K 0.00% NEW $5.30 +2.1%
754 GTLS CHART INDS INC Industrials 54.0 $11K 0.00% +49.0 +980.0% $206.26 +1.0%
755 INCY INCYTE CORP Healthcare 112.0 $11K 0.00% +98.0 +700.0% $98.78 -1.4%
756 ALV AUTOLIV INC Consumer Cyclical 93.0 $11K 0.00% +84.0 +933.3% $118.71 +1.3%
757 SSD SIMPSON MFG INC Industrials 68.0 $11K 0.00% +63.0 +1260.0% $161.49 +14.6%
758 FNDC SCHWAB STRATEGIC TR 245.0 $11K 0.00% $44.55 +11.9%
759 PALL ABRDN PALLADIUM ETF TRUST Financial Services 75.0 $11K 0.00% $145.39 -82.7%
760 POR PORTLAND GEN ELEC CO Utilities 227.0 $11K 0.00% +220.0 +3142.9% $47.99 +3.6%
Page 38 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%