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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 21 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DAL DELTA AIR LINES INC DEL Industrials 150.0 $14K 0.00% $93.66 -12.6%
402 XLF STATE STREET FINANCIAL 257.0 $14K 0.00% $53.54 +8.4%
403 VIOO VANGUARD S&P SMALL-CAP 100.0 $14K 0.00% $137.54 -1.1%
404 VOOG VANGUARD S&P 500 GROWTH 163.0 $14K 0.00% +136.0 +503.7% $83.85 +0.7%
405 F FORD MTR CO DEL Consumer Cyclical 973.0 $14K 0.00% -898.0 -48.0% $13.90 +0.9%
406 DFGX DIMENSIONAL 250.0 $13K 0.00% -133.0 -34.7% $53.60 -2.8%
407 SANUWAVE HEALTH INC 1,333.0 $13K 0.00% $10.00
408 KR KROGER CO Consumer Defensive 236.0 $13K 0.00% -752.0 -76.1% $55.65 +3.3%
409 DNOW DNOW INC Energy 1,000.0 $13K 0.00% $12.97 +24.4%
410 ARKK ARK INNOVATION ETF 160.0 $13K 0.00% $80.82 +8.5%
411 SCHH SCHWAB U.S. REIT ETF 537.0 $13K 0.00% $23.67 +1.1%
412 TAP MOLSON COORS BEVERAG B Consumer Defensive 324.0 $13K 0.00% +4.0 +1.2% $38.93 +7.2%
413 MLI MUELLER INDS INC Industrials 102.0 $13K 0.00% $123.24 -48.4%
414 NVS NOVARTIS AG F Healthcare 80.0 $13K 0.00% $156.72 -1.1%
415 GDXJ VANECK JUNIOR GOLD 127.0 $12K 0.00% -557.0 -81.4% $98.25 +37.0%
416 O REALTY INCOME CORP Real Estate 200.0 $12K 0.00% $61.96 +0.0%
417 GOVT ISHARES U.S. TREASURY 539.0 $12K 0.00% +5.0 +0.9% $22.76 -1.0%
418 WDAY WORKDAY INC Technology 100.0 $12K 0.00% $122.42 +60.9%
419 YUMC YUM CHINA HLDGS INC Consumer Cyclical 299.0 $12K 0.00% $40.93 +9.4%
420 TOKYO ELECTRON LTD F 50.0 $12K 0.00% $243.00
Page 21 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%