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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 39 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PRI PRIMERICA INC Financial Services 42.0 $11K 0.00% +14.0 +50.0% $258.38 +8.8%
762 TER TERADYNE INC Technology 56.0 $11K 0.00% +47.0 +522.2% $193.59 +77.9%
763 SCI SERVICE CORP INTL Consumer Cyclical 139.0 $11K 0.00% +21.0 +17.8% $77.98 -0.6%
764 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 184.0 $11K 0.00% NEW $58.76 -15.3%
765 FMNB FARMERS NATIONAL BANC CORP Financial Services 811.0 $11K 0.00% $13.32 +6.9%
766 HPE HEWLETT PACKARD ENTERPRISE C Technology 449.0 $11K 0.00% +67.0 +17.5% $24.02 +41.4%
767 CRWV COREWEAVE INC Technology 150.0 $11K 0.00% $71.61 +50.2%
768 MCO MOODYS CORP Financial Services 21.0 $11K 0.00% +16.0 +320.0% $510.90 -12.8%
769 NDAQ NASDAQ INC Financial Services 110.0 $11K 0.00% +91.0 +478.9% $97.14 -6.9%
770 TDG TRANSDIGM GROUP INC Industrials 8.0 $11K 0.00% +7.0 +700.0% $1329.88 -9.9%
771 ALGN ALIGN TECHNOLOGY INC Healthcare 68.0 $11K 0.00% NEW $156.16 +4.4%
772 SAN BANCO SANTANDER SA Financial Services 894.0 $10K 0.00% NEW $11.73 +5.5%
773 THO THOR INDS INC Consumer Cyclical 102.0 $10K 0.00% +73.0 +251.7% $102.68 -27.2%
774 OSK OSHKOSH CORP Industrials 83.0 $10K 0.00% -135.0 -61.9% $125.65 +1.2%
775 NGG NATIONAL GRID PLC Utilities 134.0 $10K 0.00% NEW $77.35 +11.7%
776 CNXC CONCENTRIX CORP Technology 249.0 $10K 0.00% +246.0 +8200.0% $41.59 -37.8%
777 CABO CABLE ONE INC Communication Services 91.0 $10K 0.00% +16.0 +21.3% $112.86 -57.8%
778 CERT CERTARA INC Healthcare 1,165.0 $10K 0.00% +1K +10000.0% $8.81 -41.3%
779 NWSA NEWS CORP NEW Communication Services 392.0 $10K 0.00% +355.0 +959.5% $26.12 +0.5%
780 GSK GSK PLC Healthcare 208.0 $10K 0.00% NEW $49.04 +5.1%
Page 39 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%