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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 50 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2.0 $4K 0.00% +1.0 +100.0% $2147.00 -7.3%
982 FIRST HAWAIIAN INC 169.0 $4K 0.00% +153.0 +956.2% $25.30
983 HBAN HUNTINGTON BANCSHARES INC Financial Services 244.0 $4K 0.00% +148.0 +154.2% $17.35 -8.7%
984 VXF VANGUARD INDEX FDS 20.0 $4K 0.00% $209.15 +9.3%
985 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 50.0 $4K 0.00% +25.0 +100.0% $83.00 -37.0%
986 LOAR LOAR HOLDINGS INC Industrials 61.0 $4K 0.00% NEW $68.00 -8.0%
987 RPRX ROYALTY PHARMA PLC Healthcare 106.0 $4K 0.00% -419.0 -79.8% $38.64 +37.3%
988 TDY TELEDYNE TECHNOLOGIES INC Technology 8.0 $4K 0.00% +4.0 +100.0% $510.75 +20.3%
989 JCI JOHNSON CTLS INTL PLC Industrials 34.0 $4K 0.00% $119.76 +13.1%
990 COHR COHERENT CORP Technology 22.0 $4K 0.00% +5.0 +29.4% $184.59 +104.8%
991 RSSL GLOBAL X FDS 42.0 $4K 0.00% $96.60 +14.4%
992 EWJ ISHARES INC 50.0 $4K 0.00% $80.74 +13.2%
993 ANGLOGOLD ASHANTI PLC 47.0 $4K 0.00% -10.0 -17.5% $85.30
994 NFG NATIONAL FUEL GAS CO Energy 50.0 $4K 0.00% +40.0 +400.0% $80.08 +1.5%
995 LYV LIVE NATION ENTERTAINMENT IN Communication Services 28.0 $4K 0.00% +19.0 +211.1% $142.54 +16.4%
996 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 92.0 $4K 0.00% NEW $43.30 +61.8%
997 PSTG PURE STORAGE INC Technology 59.0 $4K 0.00% +51.0 +637.5% $67.03 +25.0%
998 SLDE SLIDE INS HLDGS INC Financial Services 203.0 $4K 0.00% NEW $19.48 -4.1%
999 DLTR DOLLAR TREE INC Consumer Defensive 32.0 $4K +5.0 +18.5% $123.06 -22.2%
1000 RELX RELX PLC Communication Services 97.0 $4K NEW $40.42 -16.9%
Page 50 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%