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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 4 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 1,774.0 $719K 0.10% NEW $405.23 -26.0%
62 DFAS DIMENSIONAL ETF TRUST 10,125.0 $693K 0.10% NEW $68.46 +9.8%
63 CVX CHEVRON CORP NEW Energy 4,117.0 $639K 0.09% NEW $155.27 +26.3%
64 C CITIGROUP INC Financial Services 6,000.0 $609K 0.08% NEW $101.51 +18.2%
65 QQQ INVESCO QQQ TR Financial Services 1,000.0 $601K 0.08% NEW $600.66 +16.8%
66 GEV GE VERNOVA INC Utilities 955.0 $587K 0.08% NEW $614.95 +64.6%
67 MDYV SPDR SERIES TRUST 7,000.0 $584K 0.08% NEW $83.41 +5.8%
68 LIN LINDE PLC Basic Materials 1,182.0 $561K 0.08% NEW $474.83 +7.6%
69 CSCO CISCO SYS INC Technology 7,934.0 $543K 0.07% NEW $68.42 +73.8%
70 ABT ABBOTT LABS Healthcare 4,007.0 $537K 0.07% NEW $133.95 -33.7%
71 DTE DTE ENERGY CO Utilities 3,738.0 $529K 0.07% NEW $141.43 -0.1%
72 ICF ISHARES TR 8,550.0 $527K 0.07% NEW $61.62 +9.3%
73 DFAE DIMENSIONAL ETF TRUST 16,011.0 $505K 0.07% NEW $31.53 +20.7%
74 ABBV ABBVIE INC Healthcare 2,162.0 $501K 0.07% NEW $231.56 -7.7%
75 MPC MARATHON PETE CORP Energy 2,594.0 $500K 0.07% NEW $192.74 +34.7%
76 VNQI VANGUARD INTL EQUITY INDEX F 10,000.0 $477K 0.07% NEW $47.74 -4.5%
77 EMR EMERSON ELEC CO Industrials 3,569.0 $468K 0.06% NEW $131.18 +0.8%
78 XLK SELECT SECTOR SPDR TR 1,658.0 $467K 0.06% NEW $281.85 -38.5%
79 FSLR FIRST SOLAR INC Energy 2,063.0 $455K 0.06% NEW $220.53 +5.9%
80 ITW ILLINOIS TOOL WKS INC Industrials 1,686.0 $440K 0.06% NEW $260.76 -4.3%
Page 4 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%