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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 18 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AWK AMERICAN WTR WKS CO INC Utilities 166.0 $22K 0.01% +1.0 +0.6% $131.57 +3.9%
342 TNL TRAVEL plus LEISURE CO Consumer Cyclical 286.0 $22K 0.01% +3.0 +1.1% $76.30 -6.0%
343 UBER UBER TECHNOLOGIES INC Technology 300.0 $22K 0.01% $72.16 +6.6%
344 CVS CVS HEALTH CORP Healthcare 208.0 $22K 0.01% $103.45 -10.2%
345 AJG GALLAGHER ARTHUR J & CO Financial Services 93.0 $21K 0.01% $229.57 +13.3%
346 CMCSA COMCAST CORP NEW Communication Services 850.0 $21K 0.01% $24.55 +7.6%
347 SCHZ SCHWAB U.S. AGGREGATE 902.0 $21K 0.01% +9.0 +1.0% $23.13 -1.2%
348 EME EMCOR GROUP INC Industrials 25.0 $21K 0.01% $829.88 -6.6%
349 XPO XPO INC Industrials 100.0 $21K 0.01% $205.29 -6.7%
350 TORTOISE NUCLEAR 824.0 $21K 0.01% +24.0 +3.0% $24.88
351 MET METLIFE INC Financial Services 242.0 $20K 0.01% $84.61 +13.8%
352 CNP CENTERPOINT ENERGY INC Utilities 464.0 $20K 0.01% $44.07 -10.9%
353 PFG PRINCIPAL FINL GROUP INC Financial Services 189.0 $20K 0.01% $107.76 +4.1%
354 WH WYNDHAM HOTELS & RESORTS Consumer Cyclical 241.0 $20K 0.01% $84.38 -9.0%
355 WEAT TEUCRIUM WHEAT FUND Financial Services 900.0 $20K 0.01% +400.0 +80.0% $22.03 +23.6%
356 OLN OLIN CORP Basic Materials 1,000.0 $20K 0.01% $19.82 -12.8%
357 JPMORGAN ULTRA-SHORT 391.0 $20K 0.01% $50.57
358 VYM VANGUARD HIGH DIVIDEND 125.0 $20K 0.01% $158.03 +4.0%
359 SOUN SOUNDHOUND AI INC Technology 3,000.0 $19K 0.00% $6.47 +11.6%
360 OUNZ VANECK MERK GOLD TRUST Financial Services 500.0 $19K 0.00% NEW $38.59 +14.7%
Page 18 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%