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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 14 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LNG CHENIERE ENERGY INC Energy 173.0 $49K 0.01% $284.04 -18.3%
262 JEPQ JPMORGAN NASDAQ EQUITY 878.0 $49K 0.01% NEW $55.50 +8.0%
263 CAVA CAVA GROUP INC Consumer Cyclical 600.0 $49K 0.01% $80.90 +3.5%
264 NEM NEWMONT CORP Basic Materials 439.0 $47K 0.01% +219.0 +99.5% $108.14 -11.5%
265 FRME FIRST MERCHANTS CORP Financial Services 1,206.0 $47K 0.01% +12.0 +1.0% $38.72 +11.2%
266 IBIT ISHARES BITCOIN TRUST Financial Services 1,214.0 $47K 0.01% $38.42 -12.4%
267 ROK ROCKWELL AUTOMATION INC Industrials 129.0 $46K 0.01% $358.88 +33.0%
268 CWB STATE STREET SPDR 501.0 $46K 0.01% NEW $91.48 +17.3%
269 C CITIGROUP INC Financial Services 403.0 $46K 0.01% $113.29 +29.2%
270 EMO CLEARBRIDGE ENRGY MDSTRA Financial Services 854.0 $45K 0.01% $52.82 -6.4%
271 KRG KITE RLTY GROUP TR Real Estate 1,836.0 $45K 0.01% +22.0 +1.2% $24.55 +17.4%
272 HD HOME DEPOT INC Consumer Cyclical 135.0 $44K 0.01% +2.0 +1.5% $327.73 +5.2%
273 AMGN AMGEN INC Healthcare 125.0 $44K 0.01% +100.0 +400.0% $351.85 +1.1%
274 NUGT DIREXION DAILY GOLD 223.0 $42K 0.01% NEW $188.25 -36.3%
275 LHX L3HARRIS TECHNOLOGIES IN Industrials 120.0 $42K 0.01% +100.0 +500.0% $346.16 -17.0%
276 KHC KRAFT HEINZ CO Consumer Defensive 1,800.0 $40K 0.01% +15.0 +0.8% $22.49 +4.8%
277 AEYE INC 66,175.0 $40K 0.01% NEW $0.61
278 HYG ISHARES IBOXX $ HIGH 497.0 $40K 0.01% +5.0 +1.0% $79.52 +0.5%
279 SDY STATE STREET SPDR S&P 268.0 $39K 0.01% $145.97 +4.4%
280 VTC VANGUARD TOTAL CORPORATE 504.0 $39K 0.01% NEW $76.83 +0.3%
Page 14 of 35  ·  694 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%