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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 33 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VOD VODAFONE GROUP PLC NEW F Communication Services 14.0 $210.0 $15.00 -7.9%
642 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1.0 $196.0 NEW $196.00 +8.9%
643 FAST FASTENAL CO Industrials 4.0 $186.0 NEW $46.50 -0.5%
644 PAYX PAYCHEX INC Industrials 2.0 $184.0 NEW $92.00 +4.7%
645 RGTI RIGETTI COMPUTING INC Technology 13.0 $183.0 -87.0 -87.0% $14.08 +38.7%
646 OKE ONEOK INC NEW Energy 2.0 $181.0 NEW $90.50 -3.5%
647 AROC ARCHROCK INC Energy $174.0 NEW
648 FTRE FORTREA HLDGS INC Healthcare 18.0 $170.0 $9.44 +80.2%
649 LCID LUCID GROUP INC Consumer Cyclical 17.0 $162.0 $9.53 -46.0%
650 WTTR SELECT WATER SOLUTIO A Utilities $153.0 NEW
651 OGN ORGANON & CO Healthcare 25.0 $151.0 $6.04 +123.2%
652 GCI LIBERTY INC 4.0 $149.0 $37.25
653 IONQ IONQ INC Technology 5.0 $144.0 -245.0 -98.0% $28.80 +86.1%
654 CRSP CRISPR THERAPEUTICS AG F Healthcare 4.0 $143.0 NEW $35.75 +49.8%
655 NISSAN MTR LTD F 25.0 $106.0 $4.24
656 LFUS LITTELFUSE INC Technology $90.0 NEW
657 AI C3 AI INC Technology 10.0 $84.0 $8.40 +11.0%
658 KD KYNDRYL HLDGS INC Technology 6.0 $79.0 $13.17 -15.7%
659 IIPR INNOVATIVE INDL PPTYS IN Real Estate 1.0 $65.0 $65.00 -6.0%
660 VNQ VANGUARD REAL ESTATE 1.0 $65.0 $65.00 +49.2%
Page 33 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%