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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 63 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 OUSTER INC 57.0 $1K NEW $21.65
1242 SMCI SUPER MICRO COMPUTER INC Technology 42.0 $1K NEW $29.29 +14.3%
1243 IX ORIX CORP Financial Services 42.0 $1K NEW $29.24 +34.3%
1244 NXST NEXSTAR MEDIA GROUP INC Communication Services 6.0 $1K $203.17 -6.8%
1245 MOOG INC 5.0 $1K $243.60
1246 TIGR UP FINTECH HLDG LTD Financial Services 127.0 $1K $9.57 -38.4%
1247 RTO RENTOKIL INITIAL PLC Industrials 41.0 $1K $29.46 +8.4%
1248 SPHY SPDR SERIES TRUST 51.0 $1K NEW $23.69 -1.2%
1249 NPWR NET POWER INC Industrials 527.0 $1K NEW $2.28 -17.6%
1250 SPXC SPX TECHNOLOGIES INC Industrials 6.0 $1K $200.17 +2.7%
1251 SCHO SCHWAB STRATEGIC TR 49.0 $1K NEW $24.39 -1.0%
1252 ZION ZIONS BANCORPORATION N A Financial Services 20.0 $1K -790.0 -97.5% $58.55 +5.4%
1253 BNDX VANGUARD CHARLOTTE FDS 24.0 $1K NEW $48.33 -0.7%
1254 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 18.0 $1K +10.0 +125.0% $64.39 +30.2%
1255 NWS NEWS CORP NEW Communication Services 39.0 $1K +19.0 +95.0% $29.64 +1.5%
1256 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 55.0 $1K NEW $21.02 -4.2%
1257 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 18.0 $1K NEW $64.06 +30.1%
1258 UWMC UWM HOLDINGS CORPORATION Financial Services 263.0 $1K NEW $4.38 -31.3%
1259 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 8.0 $1K +6.0 +300.0% $144.00 +34.3%
1260 ERIE ERIE INDTY CO Financial Services 4.0 $1K +2.0 +100.0% $287.00 -21.7%
Page 63 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%