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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 32 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 JOBY JOBY AVIATION INC F Industrials 50.0 $413.0 $8.26 +12.2%
622 ADP AUTOMATIC DATA PROCESSIN Industrials 2.0 $406.0 NEW $203.00 +9.0%
623 HIG HARTFORD INS GROUP INC Financial Services 3.0 $406.0 NEW $135.33 -1.9%
624 KMI KINDER MORGAN INC DEL Energy 12.0 $402.0 NEW $33.50 -2.7%
625 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 62.0 $373.0 $6.02 +13.5%
626 SCHO SCHWAB SHORT-TERM U.S. 15.0 $364.0 NEW $24.27 -0.6%
627 ETN EATON CORP PLC F Industrials 1.0 $358.0 -19.0 -95.0% $358.00 +12.5%
628 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 51.0 $351.0 $6.88 +9.7%
629 MRSH MARSH & MCLENNAN COS INC Financial Services 2.0 $347.0 NEW $173.50 -4.1%
630 AVB AVALONBAY CMNTYS INC Real Estate 2.0 $327.0 NEW $163.50 +12.3%
631 DAIMLER TRUCK HLDG AG F 13.0 $316.0 $24.31
632 PANDORA A /S F 36.0 $316.0 $8.78
633 BDX BECTON DICKINSON & CO Healthcare 2.0 $314.0 $157.00 -5.8%
634 HODL VANECK BITCOIN ETF 16.0 $307.0 $19.19 -12.3%
635 SPXU PROSHARES ULTRAPRO SHORT 5.0 $284.0 $56.80 -30.8%
636 KR1 PLC ORDF 1,390.0 $258.0 $0.19
637 BHF BRIGHTHOUSE FINL INC Financial Services 4.0 $240.0 $60.00 +5.4%
638 IREN IREN LTD F Financial Services 132.0 $240.0 -185.0 -58.4% $1.82 +2605.4%
639 STEM INC 25.0 $221.0 -12.0 -32.4% $8.84
640 ENVX ENOVIX CORP Industrials 42.0 $218.0 $5.19 +14.5%
Page 32 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%