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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 31 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MERCEDES BENZ GROU ORDF 13.0 $797.0 $61.31
602 USAR USA RARE EARTH INC Basic Materials 50.0 $757.0 $15.14 +41.5%
603 FNDF SCHWAB FUNDAMENTAL 15.0 $734.0 NEW $48.93 +6.9%
604 GM GENERAL MTRS CO Consumer Cyclical 9.0 $696.0 $77.33 +2.1%
605 LUMN LUMEN TECHNOLOGIES INC Communication Services 94.0 $654.0 $6.96 +15.8%
606 APLD APPLIED DIGITAL CORP Technology 25.0 $594.0 NEW $23.76 +76.7%
607 YIELDMAX MSTR OPTION 27.0 $575.0 $21.30
608 WTIU MICROSECTORS ENERGY 3X Financial Services $572.0 NEW
609 ACLS AXCELIS TECHNOLOGIES INC Technology 6.0 $558.0 $93.00 +81.6%
610 PENN PENN ENTMT INC Consumer Cyclical 34.0 $511.0 $15.03 +35.6%
611 SPRC SCISPARC LTD F Healthcare 133.0 $487.0 NEW $3.66 +60.3%
612 SRE SEMPRA Utilities 5.0 $486.0 -70.0 -93.3% $97.20 -4.6%
613 BGS B & G FOODS INC NEW Consumer Defensive 100.0 $481.0 $4.81 -17.5%
614 VICI VICI PPTYS INC Real Estate 17.0 $464.0 NEW $27.29 -2.1%
615 RIG TRANSOCEAN LTD F Energy 70.0 $464.0 $6.63 -24.0%
616 KDP KEURIG DR PEPPER INC Consumer Defensive 17.0 $448.0 $26.35 +19.2%
617 LIFE ETHOS TECHNOLOGIES INC Financial Services 40.0 $446.0 NEW $11.15 +62.3%
618 QBTS D-WAVE QUANTUM INC Technology 30.0 $433.0 NEW $14.43 +59.2%
619 NWL NEWELL BRANDS INC Consumer Defensive 125.0 $429.0 $3.43 +60.5%
620 PNC PNC FINL SERVICES Financial Services 2.0 $416.0 NEW $208.00 +15.3%
Page 31 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%