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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 22 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XLY STATE STREET CONSUMER 102.0 $12K 0.00% $117.28 -0.9%
422 DAR DARLING INGREDIENTS INC Consumer Defensive 218.0 $12K 0.00% $54.62 +12.6%
423 KMB KIMBERLY CLARK CORP Consumer Defensive 107.0 $12K 0.00% +1.0 +0.9% $110.20 -0.4%
424 HELE HELEN OF TROY LTD FORM F Consumer Defensive 400.0 $12K 0.00% NEW $29.07 -0.3%
425 OKLO OKLO INC Utilities 222.0 $12K 0.00% +30.0 +15.6% $52.33 -17.2%
426 BETZ ROUNDHILL SPORTS BETTING 612.0 $11K 0.00% $18.69 +4.8%
427 HEDJ WISDOMTREE EUROPE HEDGED 200.0 $11K 0.00% $57.00 +0.7%
428 SWX SOUTHWEST GAS HOLDIN Utilities 128.0 $11K 0.00% $88.68 +0.8%
429 KKR KKR & CO INC 120.0 $11K 0.00% $91.97
430 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 171.0 $11K 0.00% -86.0 -33.5% $64.03 +13.6%
431 AVLV AVANTIS US LARGE CAP 119.0 $11K 0.00% NEW $91.21 +3.2%
432 GREAT WEST LIFECO INC F 168.0 $11K 0.00% $63.67
433 FDX FEDEX CORP Industrials 34.0 $11K 0.00% +1.0 +3.0% $309.68 +7.6%
434 QXO QXO INC Industrials 608.0 $11K 0.00% $17.28 -18.8%
435 CGGR CAPITAL GROUP GROWTH 222.0 $10K 0.00% $47.20 +0.1%
436 IWB ISHARES RUSSELL 1000 25.0 $10K 0.00% $409.52 +3.2%
437 CCJ CAMECO CORP F Energy 100.0 $10K 0.00% $101.86 +4.8%
438 DFGR DIMENSIONAL GLOBAL REAL 349.0 $10K 0.00% -257.0 -42.4% $28.97 +1.3%
439 ALLY ALLY FINL INC Financial Services 217.0 $10K 0.00% $45.95 -6.7%
440 QTUM DEFIANCE QUANTUM ETF 60.0 $10K 0.00% $165.38 -8.9%
Page 22 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%