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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 68 of 105  ·  2,087 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 100.0 $889.0 -5.0 -4.8% $8.89 -4.4%
1342 KEX KIRBY CORP Industrials 8.0 $882.0 $110.25 +32.1%
1343 KRT KARAT PACKAGING INC Consumer Cyclical 39.0 $881.0 NEW $22.59 +18.3%
1344 UXRP PROSHARES TR 97.0 $878.0 $9.05 -59.3%
1345 LINE LINEAGE INC Real Estate 25.0 $875.0 NEW $35.00 +14.4%
1346 ASTS AST SPACEMOBILE INC Technology 12.0 $873.0 +9.0 +300.0% $72.75 +32.3%
1347 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 38.0 $872.0 +24.0 +171.4% $22.95 -5.3%
1348 INTA INTAPP INC Technology 19.0 $871.0 NEW $45.84 -55.7%
1349 PRIM PRIMORIS SVCS CORP Industrials 7.0 $869.0 +2.0 +40.0% $124.14 -14.1%
1350 PLNT PLANET FITNESS INC Consumer Cyclical 8.0 $868.0 -415.0 -98.1% $108.50 -53.7%
1351 GNW GENWORTH FINL INC Financial Services 96.0 $868.0 +42.0 +77.8% $9.04 +2.3%
1352 MDLZ MONDELEZ INTL INC Consumer Defensive 16.0 $862.0 -9.0 -36.0% $53.88 +14.2%
1353 ACIW ACI WORLDWIDE INC Technology 18.0 $861.0 +6.0 +50.0% $47.83 -11.1%
1354 GATX GATX CORP Industrials 5.0 $848.0 $169.60 +2.0%
1355 MCY MERCURY GENL CORP NEW Financial Services 9.0 $847.0 $94.11 +8.7%
1356 WRLD WORLD ACCEP CORPORATION Financial Services 6.0 $843.0 NEW $140.50 +10.8%
1357 SITE CTRS CORP 131.0 $842.0 NEW $6.43
1358 NWE NORTHWESTERN ENERGY GROUP IN Utilities 13.0 $840.0 +8.0 +160.0% $64.62 +11.1%
1359 PTCT PTC THERAPEUTICS INC Healthcare 11.0 $836.0 +4.0 +57.1% $76.00 -6.6%
1360 CNM CORE & MAIN INC Industrials 16.0 $832.0 -2.0 -11.1% $52.00 -9.3%
Page 68 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%