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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 24 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VVX V2X INC Industrials 100.0 $7K 0.00% $68.50 +11.0%
462 JCI JOHNSON CONTROLS INT F Industrials 51.0 $7K 0.00% $130.94 +9.1%
463 SWBI SMITH & WESSON BRANDS IN Industrials 463.0 $7K 0.00% +6.0 +1.3% $14.32 +12.6%
464 QTUM DEFIANCE QUANTUM ETF 60.0 $6K 0.00% $107.30 +49.0%
465 PEY INVESCO HIGH YIELD 300.0 $6K 0.00% $21.42 +7.1%
466 BABA ALIBABA GROUP HLDG LTD F Consumer Cyclical 51.0 $6K 0.00% $125.45 -20.4%
467 MSTR STRATEGY INC Technology 49.0 $6K 0.00% $124.80 -24.6%
468 TOKYO ELECTRON LTD F 50.0 $6K 0.00% $122.22
469 PLD PROLOGIS INC Real Estate 45.0 $6K 0.00% NEW $131.91 +6.8%
470 SHW SHERWIN-WILLIAMS CO Basic Materials 18.0 $6K 0.00% $320.56 +3.9%
471 VTWO VANGUARD RUSSELL 2000 56.0 $6K 0.00% $100.18 +19.7%
472 QYLD GLOBAL X NASDAQ 100 322.0 $6K 0.00% $17.15 +4.4%
473 LOUP INNOVATOR DEEPWATER 80.0 $6K 0.00% $68.85 +34.1%
474 DVYE ISHARES EMERGING MARKETS 160.0 $6K 0.00% $34.38 -6.2%
475 MHO M / I HOMES INC Consumer Cyclical 44.0 $5K 0.00% $122.45 +29.7%
476 WY WEYERHAEUSER CO Real Estate 220.0 $5K 0.00% +2.0 +0.9% $24.48 +3.3%
477 MDB MONGODB INC Technology 22.0 $5K 0.00% $244.77 +23.6%
478 PPL PPL CORP Utilities 140.0 $5K 0.00% +15.0 +12.0% $38.20 -3.4%
479 SPRX SPEAR ALPHA ETF 150.0 $5K 0.00% $35.60 +51.2%
480 BOTZ GLOBAL X ROBOTICS & 160.0 $5K 0.00% $33.22 +10.1%
Page 24 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%