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Portfolio (Quarterly) Guide ↗

Strategic Investment Solutions, Inc. /IL

· CIK 0001960144
13F Portfolio $414M AUM 8,494 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 137 Added 103 Reduced 48 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 PTLO PORTILLOS INC Consumer Cyclical 250 $1K SOLD
42 DYNAVAX TECHNOLOGIES COR 20 $308.0 SOLD
43 MSTU T-REX 2X LONG MSTR DAILY 20 $166.0 SOLD
44 CLDX CELLDEX THERAPEUTICS INC Healthcare 5 $136.0 SOLD
45 LINEAGE CELL THERAPEUTIC 44 $73.0 SOLD
46 OTLY OATLY GROUP AB F Consumer Defensive 50 SOLD
47 REGENETP INC XXX 40 SOLD
48 SDOW PROSHARES ULTRAPRO SHT 62 SOLD
Page 3 of 3  ·  48 positions
Sector Allocation
Financial Services 31.3%
Technology 29.9%
Consumer Defensive 9.5%
Consumer Cyclical 6.9%
Industrials 6.2%
Communication Services 4.4%
Utilities 3.8%
Energy 3.6%
Healthcare 2.8%
Basic Materials 1.3%