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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PNC PNC FINL SERVICES Financial Services 2.0 $416.0 NEW $208.00 +14.9%
82 HIG HARTFORD INS GROUP INC Financial Services 3.0 $406.0 NEW $135.33 -2.6%
83 ADP AUTOMATIC DATA PROCESSIN Industrials 2.0 $406.0 NEW $203.00 +8.2%
84 KMI KINDER MORGAN INC DEL Energy 12.0 $402.0 NEW $33.50 -2.9%
85 SCHO SCHWAB SHORT-TERM U.S. 15.0 $364.0 NEW $24.27 -0.6%
86 MRSH MARSH & MCLENNAN COS INC Financial Services 2.0 $347.0 NEW $173.50 -5.0%
87 AVB AVALONBAY CMNTYS INC Real Estate 2.0 $327.0 NEW $163.50 +11.3%
88 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1.0 $196.0 NEW $196.00 +10.2%
89 FAST FASTENAL CO Industrials 4.0 $186.0 NEW $46.50 +0.4%
90 PAYX PAYCHEX INC Industrials 2.0 $184.0 NEW $92.00 +4.0%
91 OKE ONEOK INC NEW Energy 2.0 $181.0 NEW $90.50 -4.2%
92 AROC ARCHROCK INC Energy $174.0 NEW
93 WTTR SELECT WATER SOLUTIO A Utilities $153.0 NEW
94 CRSP CRISPR THERAPEUTICS AG F Healthcare 4.0 $143.0 NEW $35.75 +54.5%
95 LFUS LITTELFUSE INC Technology $90.0 NEW
96 SAFEHOLD INC REIT 4.0 $54.0 NEW $13.50
97 EXK ENDEAVOUR SILVER CORP F Basic Materials 3.0 $28.0 NEW $9.33 -17.3%
98 STHO STAR HLDGS Real Estate 3.0 $23.0 NEW $7.67 +16.2%
99 UPXI UPEXI INC Communication Services 56,419.0 NEW
100 KOLD PROSHARES ULTRASHORT Financial Services 200.0 NEW
Page 5 of 5  ·  100 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
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%