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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 18 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SOFI SOFI TECHNOLOGIES INC Financial Services 1,242.0 $20K 0.01% $15.88 +8.9%
342 TNL TRAVEL plus LEISURE CO Consumer Cyclical 283.0 $20K 0.01% +2.0 +0.7% $69.26 +10.1%
343 WH WYNDHAM HOTELS & RESORTS Consumer Cyclical 240.0 $20K 0.01% $81.33 +5.9%
344 XPO XPO INC Industrials 100.0 $19K 0.01% $194.55 +4.4%
345 OMER OMEROS CORP Healthcare 1,827.0 $19K 0.01% $10.56 +1.5%
346 SMH VANECK SEMICONDUCTOR 50.0 $19K 0.01% NEW $383.40 +66.0%
347 XLK STATE STREET TECHNOLOGY 144.0 $19K 0.01% $132.90 +38.9%
348 NAIL DIREXION DAILY $19K 0.01% NEW
349 XLU STATE STREET UTILITIES 410.0 $19K 0.01% $45.89 -0.0%
350 TMC TMC THE METALS CO INC F Basic Materials 4,015.0 $19K 0.01% $4.67 -4.9%
351 VYM VANGUARD HIGH DIVIDEND 125.0 $19K 0.00% $148.10 +7.3%
352 EME EMCOR GROUP INC Industrials 25.0 $18K 0.00% $738.32 +16.8%
353 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 257.0 $18K 0.00% -998.0 -79.5% $71.18 -8.8%
354 WBD WARNER BROS DISCOVERY IN Communication Services 664.0 $18K 0.00% -10K -93.8% $27.46 -1.7%
355 LNT ALLIANT ENERGY CORP Utilities 248.0 $18K 0.00% $71.89 +6.0%
356 VANECK MORNINGSTAR WIDE 500.0 $18K 0.00% $35.56
357 CRM SALESFORCE INC Technology 93.0 $17K 0.00% $187.03 -19.7%
358 COTTONWOOD COMMUNITIES I 1,528.0 $17K 0.00% $11.36
359 SIL GLOBAL X SILVER MINERS 100.0 $17K 0.00% NEW $172.95 -55.4%
360 MET METLIFE INC Financial Services 242.0 $17K 0.00% $70.72 +19.7%
Page 18 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%