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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 5 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GWW WW GRAINGER INC Industrials 445.0 $449K 0.06% $1009.05 +23.3%
82 EMXC ISHARES INC 6,027.0 $438K 0.06% -333.0 -5.2% $72.68 +29.7%
83 ITW ILLINOIS TOOL WKS INC Industrials 1,771.0 $436K 0.06% +85.0 +5.0% $246.30 +1.8%
84 GLD SPDR GOLD TR Financial Services 1,095.0 $434K 0.06% -15.0 -1.4% $396.31 +5.3%
85 BSCS INVESCO EXCH TRD SLF IDX FD 20,638.0 $425K 0.05% +6K +41.6% $20.60 -1.2%
86 BAC BANK AMERICA CORP Financial Services 7,653.0 $421K 0.05% +269.0 +3.6% $55.00 -6.9%
87 BSCR INVESCO EXCH TRD SLF IDX FD 21,292.0 $420K 0.05% +6K +42.3% $19.74 -0.7%
88 BSCT INVESCO EXCH TRD SLF IDX FD 22,288.0 $420K 0.05% +7K +42.4% $18.84 -1.5%
89 XLK SELECT SECTOR SPDR TR 2,891.0 $416K 0.05% +1K +74.4% $143.98 +23.0%
90 KR KROGER CO Consumer Defensive 6,656.0 $416K 0.05% +274.0 +4.3% $62.48 +9.9%
91 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,583.0 $407K 0.05% +172.0 +12.2% $257.23 -14.2%
92 IAUM ISHARES GOLD TR Financial Services 9,348.0 $402K 0.05% $42.99 +5.4%
93 AMAT APPLIED MATLS INC Technology 1,533.0 $394K 0.05% +26.0 +1.7% $256.99 +66.1%
94 WGS GENEDX HOLDINGS CORP Healthcare 3,000.0 $390K 0.05% $130.06 -65.6%
95 VB VANGUARD INDEX FDS 1,508.0 $389K 0.05% +40.0 +2.7% $257.95 +10.4%
96 MPC MARATHON PETE CORP Energy 2,374.0 $386K 0.05% -220.0 -8.5% $162.63 +58.9%
97 BA BOEING CO Industrials 1,733.0 $376K 0.05% +20.0 +1.2% $217.12 +2.3%
98 WFC WELLS FARGO CO NEW Financial Services 3,939.0 $367K 0.05% +417.0 +11.8% $93.19 -18.7%
99 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,379.0 $366K 0.05% -5K -38.2% $49.65 -11.4%
100 ADI ANALOG DEVICES INC Technology 1,325.0 $359K 0.04% +234.0 +21.4% $271.20 +46.8%
Page 5 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%