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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 16 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KBH KB HOME Consumer Cyclical 500.0 $31K 0.01% $62.59 -12.0%
302 IJH ISHARES CORE S&P MID-CAP 405.0 $31K 0.01% $77.11 -0.6%
303 IWD ISHARES RUSSELL 1000 128.0 $31K 0.01% $242.43 +6.5%
304 IEMG ISHARES CORE MSCI 370.0 $31K 0.01% $82.84 -0.6%
305 VEA VANGUARD FTSE DEVELOPED 429.0 $31K 0.01% $71.41 +2.7%
306 BA BOEING CO Industrials 141.0 $31K 0.01% +7.0 +5.2% $216.47 -2.4%
307 CTVA CORTEVA INC Basic Materials 360.0 $30K 0.01% $84.69 -2.2%
308 FERG FERGUSON ENTERPRISES INC Industrials 127.0 $30K 0.01% NEW $237.98 -1.8%
309 TPYP TORTOISE NORTH AMERICAN 705.0 $30K 0.01% $41.93 +3.0%
310 Q QNITY ELECTRONICS INC Technology 180.0 $29K 0.01% $163.31 -22.6%
311 OGE OGE ENERGY CORP Utilities 603.0 $29K 0.01% +6.0 +1.0% $48.64 -5.2%
312 WFC WELLS FARGO & CO Financial Services 351.0 $29K 0.01% $82.68 +2.6%
313 VRTX VERTEX PHARMACEUTICALS I Healthcare 58.0 $29K 0.01% $496.74 +10.7%
314 ITW ILLINOIS TOOL WKS INC Industrials 106.0 $29K 0.01% +8.0 +8.2% $269.58 +4.3%
315 SCHE SCHWAB EMERGING MARKETS 782.0 $28K 0.01% $36.23 +2.8%
316 XLK STATE STREET TECHNOLOGY 144.0 $27K 0.01% $190.52 -1.3%
317 EQT EQT CORP Energy 515.0 $27K 0.01% $53.19 +2.2%
318 PRU PRUDENTIAL FINL INC Financial Services 249.0 $27K 0.01% $108.04 +11.4%
319 MKC MCCORMICK & CO INC Consumer Defensive 533.0 $27K 0.01% +5.0 +0.9% $50.46 +8.3%
320 COPP SPROTT COPPER MINERS 100.0 $27K 0.01% $268.10 -82.6%
Page 16 of 36  ·  707 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%