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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 33 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KDP KEURIG DR PEPPER INC Consumer Defensive 17.0 $556.0 $32.71 -1.5%
642 CRSP CRISPR THERAPEUTICS AG F Healthcare 10.0 $545.0 +6.0 +150.0% $54.50 +8.7%
643 IONQ IONQ INC Technology 10.0 $533.0 +5.0 +100.0% $53.30 -24.9%
644 INTU INTUIT Technology 2.0 $522.0 NEW $261.00 +32.5%
645 PANDORA A /S F 36.0 $517.0 $14.36
646 SPXX NUVEEN S&P 500 DYNAMIC O Financial Services 24.0 $447.0 NEW $18.62 +2.6%
647 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 62.0 $429.0 $6.92 -17.9%
648 BGS B & G FOODS INC NEW Consumer Defensive 100.0 $398.0 $3.98 -11.3%
649 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 51.0 $392.0 $7.69 -15.3%
650 VENTURE GLOBAL INC 34.0 $378.0 NEW $11.12
651 APLD APPLIED DIGITAL CORP Technology 10.0 $373.0 -15.0 -60.0% $37.30 -28.0%
652 OGN ORGANON & CO Healthcare 25.0 $343.0 $13.72 +0.4%
653 RIG TRANSOCEAN LTD F Energy 70.0 $342.0 $4.89 +14.6%
654 TOST TOAST INC Technology 12.0 $334.0 NEW $27.83 +32.8%
655 YIELDMAX MSTR OPTION 27.0 $330.0 $12.22
656 VST VISTRA CORP Utilities 2.0 $317.0 -239.0 -99.2% $158.50 -11.7%
657 FTRE FORTREA HLDGS INC Healthcare 18.0 $313.0 $17.39 +6.6%
658 DAIMLER TRUCK HLDG AG F 13.0 $312.0 $24.00
659 BDX BECTON DICKINSON & CO Healthcare 2.0 $303.0 $151.50 +25.6%
660 HODL VANECK BITCOIN ETF 16.0 $266.0 $16.62 +33.5%
Page 33 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%