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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HONEYWELL INTL INC 200.0 $45K 0.01% NEW $223.90
22 HONEYWELL AEROSPACE INC 200.0 $44K 0.01% NEW $221.08
23 TBT PROSHARES ULTRASHORT 20plus 1,000.0 $35K 0.01% NEW $34.94 +7.2%
24 SILC SILICOM LTD F Technology 700.0 $34K 0.01% NEW $47.94 -6.2%
25 FERG FERGUSON ENTERPRISES INC Industrials 127.0 $30K 0.01% NEW $237.98 -1.0%
26 IYR ISHARES U.S. REAL ESTATE 250.0 $26K 0.01% NEW $102.25 +2.6%
27 PDBC INVESCO OPTIMUM YIELD 1,500.0 $24K 0.01% NEW $15.88 +15.1%
28 IFGL ISHARES INTERNATIONAL 1,000.0 $22K 0.01% NEW $22.30 +2.3%
29 OUNZ VANECK MERK GOLD TRUST Financial Services 500.0 $19K 0.00% NEW $38.59 +14.6%
30 INFQ INFLEQTION INC Technology 1,425.0 $19K 0.00% NEW $13.32 +0.1%
31 DUPONT DE NEMOURS INC 119.0 $16K 0.00% NEW $135.65
32 SNOW SNOWFLAKE INC Technology 59.0 $15K 0.00% NEW $254.51 +24.2%
33 SPROTT PHYSICAL URANIU F 800.0 $15K 0.00% NEW $18.38
34 HELE HELEN OF TROY LTD FORM F Consumer Defensive 400.0 $12K 0.00% NEW $29.07 +0.4%
35 AVLV AVANTIS US LARGE CAP 119.0 $11K 0.00% NEW $91.21 +3.8%
36 TCAF T. ROWE PRICE CAPITAL 200.0 $8K 0.00% NEW $41.10 +4.0%
37 DRAM ROUNDHILL MEMORY ETF 107.0 $8K 0.00% NEW $73.85 -23.7%
38 WDC WESTERN DIGITAL CORP Technology 12.0 $8K 0.00% NEW $638.75 -27.0%
39 CGGO CAPITAL GROUP GLOBAL 147.0 $6K 0.00% NEW $42.33 -4.1%
40 USOY DEFIANCE OIL ENHANCED 625.0 $6K 0.00% NEW $9.58 -27.8%
Page 2 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%