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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 32 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 USAR USA RARE EARTH INC Basic Materials 50.0 $1K $21.58 -12.2%
622 FNDF SCHWAB FUNDAMENTAL 20.0 $1K +5.0 +33.3% $52.75 +5.6%
623 KARS KRANESHARES ELECTRIC 33.0 $1K $31.48 -2.8%
624 SMR NUSCALE PWR CORP Utilities 100.0 $1K $10.03 -9.4%
625 VTR VENTAS INC Real Estate 11.0 $977.0 NEW $88.82 +5.5%
626 RKT ROCKET COMPANIES CLA A Financial Services 60.0 $945.0 $15.75 -11.4%
627 IEF ISHARES 7-10 YEAR 10.0 $907.0 -2.0 -16.7% $90.70 +2.8%
628 TMUS T-MOBILE US INC Communication Services 5.0 $877.0 $175.40 +2.8%
629 TEM TEMPUS AI INC Healthcare 15.0 $869.0 NEW $57.93 +19.6%
630 QBTS D-WAVE QUANTUM INC Technology 35.0 $840.0 +5.0 +16.7% $24.00 -26.5%
631 NWL NEWELL BRANDS INC Consumer Defensive 125.0 $768.0 $6.14 -2.5%
632 AIG AMERICAN INTL GROUP INC Financial Services 15.0 $745.0 NEW $49.67 +54.8%
633 PENN PENN ENTMT INC Consumer Cyclical 34.0 $726.0 $21.35 -16.3%
634 GM GENERAL MTRS CO Consumer Cyclical 9.0 $722.0 $80.22 +7.1%
635 LUMN LUMEN TECHNOLOGIES INC Communication Services 94.0 $722.0 $7.68 -22.3%
636 RDDT REDDIT INC Communication Services 4.0 $694.0 NEW $173.50 -9.8%
637 LBRDK LIBERTY BROADBAND CORP Communication Services 20.0 $665.0 $33.25 +8.3%
638 MERCEDES BENZ GROU ORDF 13.0 $652.0 $50.15
639 ZION OIL & GAS INC 1,306.0 $588.0 NEW $0.45
640 JOBY JOBY AVIATION INC F Industrials 65.0 $580.0 +15.0 +30.0% $8.92 -19.8%
Page 32 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%