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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 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 660.0 $1.5M 0.34% NEW $2273.73 -34.6%
2 ZS ZSCALER INC Technology 4,118.0 $581K 0.13% NEW $141.15 +19.1%
3 LRCX LAM RESH CORP Technology 998.0 $432K 0.10% NEW $433.33 -27.9%
4 AMAT APPLIED MATLS INC Technology 511.0 $369K 0.08% NEW $723.00 -33.8%
5 CRDO CREDO TECHNOLOGY GROUP F Technology 969.0 $264K 0.06% NEW $271.95 -18.4%
6 FLEX FLEX LTD F Technology 1,600.0 $259K 0.06% NEW $162.07 -30.9%
7 STX SEAGATE TECHNOLOGY H F Technology 245.0 $236K 0.05% NEW $965.00 -12.6%
8 HPE HEWLETT PACKARD ENTERPRI Technology 5,080.0 $229K 0.05% NEW $45.11 +19.5%
9 SPACE EX TECH SPACEX 1,060.0 $181K 0.04% NEW $170.86
10 NBIG LEVERAGE SHARES 2X LONG 4,000.0 $159K 0.04% NEW $39.74 -59.7%
11 DFA US MICRO CAP 2,579.0 $157K 0.04% NEW $61.07
12 NEBIUS GROUP N V A F 486.0 $134K 0.03% NEW $276.17
13 SSO PROSHARES ULTRA S&P500 1,865.0 $126K 0.03% NEW $67.38 +4.2%
14 NHIC NEWHOLD INVT CORP III F Financial Services 8,968.0 $98K 0.02% NEW $10.89 -2.8%
15 SIMO SILICON MOTION TECHNOL F Technology 263.0 $88K 0.02% NEW $333.33 -24.4%
16 BARON SMID CAP ETF 3,244.0 $81K 0.02% NEW $24.92
17 UMC UNITED MICROELECTRONIC F Technology 2,796.0 $76K 0.02% NEW $27.21 -30.2%
18 RXT RACKSPACE TECHNOLOGY INC Technology 10,291.0 $67K 0.01% NEW $6.53 -49.8%
19 PAAS PAN AMERN SILVER CORP F Basic Materials 500.0 $67K 0.01% NEW $134.37 -60.8%
20 MRNA MODERNA INC Healthcare 874.0 $61K 0.01% NEW $70.03 +111.2%
Page 1 of 4  ·  74 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%