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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DG DOLLAR GEN CORP NEW Consumer Defensive 139.0 $17K 0.00% -100.0 -41.8% $119.08 +0.1%
82 ARKK ARK INNOVATION ETF 160.0 $11K 0.00% -225.0 -58.4% $67.59 +13.5%
83 OKLO OKLO INC Utilities 192.0 $10K 0.00% -1K -87.1% $49.59 +9.0%
84 VCEB VANGUARD ESG U.S. 130.0 $8K 0.00% -3.0 -2.3% $62.98 -0.0%
85 BIDU BAIDU INC F Communication Services 73.0 $8K 0.00% -3K -97.2% $111.42 -3.2%
86 WAB WABTEC Industrials 30.0 $7K 0.00% -5.0 -14.3% $249.90 +9.1%
87 ADBE ADOBE INC Technology 18.0 $4K 0.00% -100.0 -84.8% $243.06 -19.1%
88 ETH GRAYSCALE ETHEREUM MINI Financial Services 210.0 $4K 0.00% -4K -94.4% $19.86 -24.3%
89 BMNR BITMINE IMMERSION TECNOL Financial Services 200.0 $4K 0.00% -2K -90.9% $19.78 -29.2%
90 NVO NOVO-NORDISK A S F Healthcare 100.0 $4K 0.00% -265.0 -72.6% $36.75 +29.0%
91 TSLL DIREXION DAILY TSLA BULL 300.0 $4K 0.00% -200.0 -40.0% $12.15 -6.0%
92 MOS THE MOSAIC CO Basic Materials 140.0 $4K 0.00% -520.0 -78.8% $25.50 -18.2%
93 SBUX STARBUCKS CORP Consumer Cyclical 37.0 $3K 0.00% -100.0 -73.0% $90.62 +14.2%
94 TXO PARTNERS LP LP 200.0 $3K 0.00% -800.0 -80.0% $12.58
95 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 61.0 $2K -6K -99.0% $32.02 -1.0%
96 WES WESTERN MIDSTREAM PAR LP Energy 20.0 $1K -180.0 -90.0% $61.75 -31.8%
97 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 77.0 $1K -10K -99.3% $15.05 -2.8%
98 SRE SEMPRA Utilities 5.0 $486.0 -70.0 -93.3% $97.20 -4.6%
99 ETN EATON CORP PLC F Industrials 1.0 $358.0 -19.0 -95.0% $358.00 +13.0%
100 IREN IREN LTD F Financial Services 132.0 $240.0 -185.0 -58.4% $1.82 +2665.1%
Page 5 of 6  ·  103 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%