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Portfolio (Quarterly) Guide ↗

Strategic Investment Solutions, Inc. /IL

· CIK 0001960144
13F Portfolio $416M AUM Filed Feb 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 644 New
Page 29 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 JLQD JANUS HENDERSON 31.0 $1K NEW $42.29 -2.0%
562 HIMS HIMS & HERS HEALTH INC Healthcare 40.0 $1K NEW $32.48 +0.7%
563 CCEP COCA-COLA EUROPACIFIC F Consumer Defensive 14.0 $1K NEW $90.71 +8.9%
564 RXO RXO INC Industrials 100.0 $1K NEW $12.64 +100.2%
565 NVDY YIELDMAX NVDA OPTN INC 86.0 $1K NEW $14.59 -14.3%
566 CIM CHIMERA INVT CORP EQUITY Real Estate 99.0 $1K NEW $12.42 +8.8%
567 IEF ISHARES 7-10 YEAR TRSURY 12.0 $1K NEW $99.42 -4.7%
568 RKT ROCKET COMPANIES CLA A Financial Services 60.0 $1K NEW $19.37 -23.9%
569 PTLO PORTILLOS INC Consumer Cyclical 250.0 $1K NEW $4.54 -4.4%
570 BAYER A G F 100.0 $1K NEW $10.82
571 XHR XENIA HOTELS & RESORTS I Real Estate 75.0 $1K NEW $14.13 +41.7%
572 TMUS T-MOBILE US INC Communication Services 5.0 $1K NEW $210.20 -14.0%
573 KARS KRANSHRS ELCTR VHCL FTR 33.0 $1K NEW $30.48 +4.9%
574 LBRDK LIBERTY BROADBAND CORP Communication Services 20.0 $972.0 NEW $48.60 -36.7%
575 MERCEDES BENZ GROU ORDF 13.0 $915.0 NEW $70.38
576 TIDAL TR II YIELDMAX 27.0 $799.0 NEW $29.59
577 GM GENERAL MTRS CO Consumer Cyclical 9.0 $758.0 NEW $84.22 -6.3%
578 LUMN LUMEN TECHNOLOGIES INC Communication Services 94.0 $730.0 NEW $7.77 +3.8%
579 JOBY JOBY AVIATION INC F Industrials 50.0 $660.0 NEW $13.20 -29.7%
580 USAR USA RARE EARTH INC Basic Materials 50.0 $595.0 NEW $11.90 +80.0%
Page 29 of 33  ·  644 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 31.5%
Financial Services 30.3%
Consumer Defensive 8.7%
Consumer Cyclical 8.5%
Communication Services 6.4%
Industrials 5.2%
Utilities 3.3%
Healthcare 2.4%
Energy 2.4%
Basic Materials 1.0%