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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 6 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT VANGUARD WORLD FD 416.0 $311K 0.04% NEW $747.09 -85.0%
102 AMAT APPLIED MATLS INC Technology 1,507.0 $309K 0.04% NEW $204.74 +105.0%
103 GE GE AEROSPACE Industrials 1,014.0 $305K 0.04% NEW $300.76 -4.2%
104 BSCS INVESCO EXCH TRD SLF IDX FD 14,572.0 $300K 0.04% NEW $20.57 -1.2%
105 HWM HOWMET AEROSPACE INC Industrials 1,508.0 $296K 0.04% NEW $196.21 +30.6%
106 WFC WELLS FARGO CO NEW Financial Services 3,522.0 $295K 0.04% NEW $83.82 -11.6%
107 BSCR INVESCO EXCH TRD SLF IDX FD 14,964.0 $295K 0.04% NEW $19.71 -0.6%
108 BSCT INVESCO EXCH TRD SLF IDX FD 15,654.0 $294K 0.04% NEW $18.81 -1.6%
109 HROW HARROW INC Healthcare 6,073.0 $293K 0.04% NEW $48.18 -35.6%
110 IWF ISHARES TR 606.0 $284K 0.04% NEW $468.41 -73.7%
111 XLY SELECT SECTOR SPDR TR 1,146.0 $275K 0.04% NEW $239.64 -52.0%
112 KO COCA COLA CO Consumer Defensive 4,126.0 $274K 0.04% NEW $66.32 +23.7%
113 ADI ANALOG DEVICES INC Technology 1,091.0 $268K 0.04% NEW $245.70 +62.4%
114 VUG VANGUARD INDEX FDS 530.0 $254K 0.04% NEW $479.61 -81.9%
115 CENCORA INC 813.0 $254K 0.04% NEW $312.40
116 BLK BLACKROCK INC Financial Services 214.0 $249K 0.03% NEW $1165.87 -11.6%
117 NFLX NETFLIX INC Communication Services 208.0 $249K 0.03% NEW $1198.92 -92.7%
118 SYK STRYKER CORPORATION Healthcare 668.0 $247K 0.03% NEW $369.67 -14.9%
119 PEP PEPSICO INC Consumer Defensive 1,751.0 $246K 0.03% NEW $140.44 +6.6%
120 AFL AFLAC INC Financial Services 2,160.0 $241K 0.03% NEW $111.70 +5.1%
Page 6 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%