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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 31 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 OKE ONEOK INC NEW Energy 18.0 $2K +16.0 +800.0% $86.94 +9.2%
602 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 90.0 $2K +13.0 +16.9% $17.34 -5.8%
603 BBW BUILD-A-BEAR WORKSHOP IN Consumer Cyclical 50.0 $2K $30.60 +27.8%
604 KLARNA GROUP PLC F 75.0 $2K $20.24
605 VVR INVESCO SENIOR INCOME TR Financial Services 492.0 $1K +15.0 +3.1% $3.00 -2.1%
606 SIEMENS HEALTHINEE ORDF 36.0 $1K $39.06
607 CCEP COCA-COLA EUROPACIFIC F Consumer Defensive 14.0 $1K $100.07 +8.9%
608 ALB ALBEMARLE CORP Basic Materials 10.0 $1K $138.70 -3.0%
609 DBX DROPBOX INC Technology 50.0 $1K $27.48 +26.6%
610 BAYER A G F 100.0 $1K $13.70
611 NVDY YIELDMAX NVDA OPTION 108.0 $1K +13.0 +13.7% $12.43 -1.5%
612 CIM CHIMERA INVT CORP EQUITY Real Estate 99.0 $1K $13.33 -13.9%
613 JLQD JANUS HENDERSON 32.0 $1K +1.0 +3.2% $41.19 -1.4%
614 BTI BRITISH AMERN TOB PLC F Consumer Defensive 20.0 $1K NEW $61.75 -7.0%
615 SGOV ISHARES 0-3 MONTH 12.0 $1K NEW $101.17 -0.5%
616 SCHO SCHWAB SHORT-TERM U.S. 50.0 $1K +35.0 +233.3% $24.14 -0.2%
617 CRESCO LABS INC F 1,408.0 $1K $0.83
618 OPEN OPENDOOR TECHNOLOGIES IN Real Estate 250.0 $1K $4.62 -26.2%
619 ACLS AXCELIS TECHNOLOGIES INC Technology 6.0 $1K $189.50 -36.5%
620 ACN ACCENTURE PLC IRELAND F Technology 9.0 $1K -493.0 -98.2% $124.44 +45.8%
Page 31 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%