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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 45 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NRG NRG ENERGY INC Utilities 43.0 $7K 0.00% +16.0 +59.3% $159.26 -14.0%
882 ARES ARES MANAGEMENT CORPORATION Financial Services 42.0 $7K 0.00% +4.0 +10.5% $161.64 -23.3%
883 FLEX FLEX LTD Technology 111.0 $7K 0.00% +69.0 +164.3% $60.42 +116.9%
884 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 40.0 $7K 0.00% +33.0 +471.4% $166.00 +7.4%
885 D DOMINION ENERGY INC Utilities 113.0 $7K 0.00% +28.0 +32.9% $58.60 +16.5%
886 IEMG ISHARES INC 98.0 $7K 0.00% NEW $67.22 +19.9%
887 HAL HALLIBURTON CO Energy 233.0 $7K 0.00% +183.0 +366.0% $28.27 +48.4%
888 HAYW HAYWARD HLDGS INC Industrials 426.0 $7K 0.00% +403.0 +1752.2% $15.45 -11.5%
889 PB PROSPERITY BANCSHARES INC Financial Services 95.0 $7K 0.00% +84.0 +763.6% $69.12 +0.0%
890 CELH CELSIUS HLDGS INC Consumer Defensive 142.0 $6K 0.00% +128.0 +914.3% $45.75 -35.1%
891 SWX SOUTHWEST GAS HLDGS INC Utilities 81.0 $6K 0.00% +76.0 +1520.0% $80.04 +12.0%
892 ENS ENERSYS Industrials 44.0 $6K 0.00% +39.0 +780.0% $146.77 +62.8%
893 TFC TRUIST FINL CORP Financial Services 130.0 $6K 0.00% +58.0 +80.6% $49.39 -2.8%
894 DAUG FIRST TR EXCHNG TRADED FD VI 142.0 $6K 0.00% $44.35 +4.6%
895 IP INTERNATIONAL PAPER CO Consumer Cyclical 158.0 $6K 0.00% +28.0 +21.5% $39.39 -20.0%
896 RDDT REDDIT INC Communication Services 27.0 $6K 0.00% +26.0 +2600.0% $229.89 -36.2%
897 BLCN SIREN ETF TR 259.0 $6K 0.00% $23.95 +5.2%
898 TEM TEMPUS AI INC Healthcare 104.0 $6K 0.00% NEW $59.06 -22.3%
899 EQNR EQUINOR ASA Energy 258.0 $6K 0.00% NEW $23.63 +63.6%
900 FIW FIRST TR EXCHANGE-TRADED FD 56.0 $6K 0.00% $108.64 -6.7%
Page 45 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%