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Portfolio (Quarterly) Guide ↗

Strategic Investment Solutions, Inc. /IL

· CIK 0001960144
13F Portfolio $437M AUM 8,451 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 74 New 175 Added 118 Reduced 58 Exited
Page 3 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 2,533.0 $371K 0.09% +2K +6936.1% $146.53 +1.6%
42 CSCO CISCO SYS INC Technology 3,138.0 $369K 0.08% +2K +293.2% $117.46 -4.3%
43 TSM TAIWAN SEMICONDUCTOR M F Technology 766.0 $366K 0.08% +515.0 +205.2% $477.57 -12.5%
44 IXUS ISHARES CORE MSCI TOTAL 3,658.0 $349K 0.08% +35.0 +1.0% $95.45 +2.7%
45 PANW PALO ALTO NETWORKS INC Technology 1,014.0 $346K 0.08% +500.0 +97.3% $341.02 -0.5%
46 CEG CONSTELLATION ENERGY COR Utilities 1,381.0 $343K 0.08% +50.0 +3.8% $248.42 +12.5%
47 DELL DELL TECHNOLOGIES INC Technology 700.0 $302K 0.07% +500.0 +250.0% $431.46 +7.5%
48 MRVL MARVELL TECHNOLOGY INC Technology 1,011.0 $301K 0.07% +861.0 +574.0% $297.89 -17.7%
49 MDLZ MONDELEZ INTL INC Consumer Defensive 4,816.0 $279K 0.06% +54.0 +1.1% $57.83 +9.0%
50 ON ON SEMICONDUCTOR CORP Technology 2,943.0 $278K 0.06% +325.0 +12.4% $94.54 -22.6%
51 LUV SOUTHWEST AIRLS CO Industrials 5,377.0 $276K 0.06% +33.0 +0.6% $51.42 -20.9%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 1,450.0 $262K 0.06% +26.0 +1.8% $180.91 +7.3%
53 FIX COMFORT SYS USA INC Industrials 127.0 $252K 0.06% +126.0 +10000.0% $1981.95 -18.5%
54 PPA INVESCO AEROSPACE & 1,398.0 $247K 0.06% +200.0 +16.7% $176.65 -2.4%
55 LOW LOWES COS INC Consumer Cyclical 1,057.0 $233K 0.05% +725.0 +218.4% $220.50 -4.6%
56 JNJ JOHNSON & JOHNSON Healthcare 854.0 $217K 0.05% +27.0 +3.3% $254.18 +6.2%
57 HD HOME DEPOT INC Consumer Cyclical 598.0 $211K 0.05% +463.0 +343.0% $352.97 -5.1%
58 SUB ISHARES SHORT-TERM 1,976.0 $211K 0.05% +277.0 +16.3% $106.56 -0.2%
59 AXP AMERICAN EXPRESS CO Financial Services 579.0 $196K 0.04% +3.0 +0.5% $337.80 -0.5%
60 WEC WEC ENERGY GROUP INC Utilities 1,512.0 $177K 0.04% +25.0 +1.7% $116.77 -7.9%
Page 3 of 9  ·  175 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 41.0%
Financial Services 25.6%
Consumer Defensive 8.6%
Consumer Cyclical 7.1%
Industrials 5.3%
Utilities 3.5%
Healthcare 3.2%
Communication Services 2.1%
Energy 2.0%
Basic Materials 1.2%