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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 34 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CXM SPRINKLR INC Technology 50.0 $258.0 NEW $5.16 +44.5%
662 ENVX ENOVIX CORP Industrials 42.0 $255.0 $6.07 -43.4%
663 BHF BRIGHTHOUSE FINL INC Financial Services 4.0 $253.0 $63.25 -17.5%
664 UTEN F/M US TREASURY 10 YEAR 5.0 $216.0 NEW $43.20 -1.3%
665 KR1 PLC ORDF 1,390.0 $203.0 $0.15
666 STEM INC 25.0 $195.0 $7.80
667 SPXU PROSHARES ULTRAPRO SHORT 5.0 $185.0 $37.00 -6.4%
668 VOD VODAFONE GROUP PLC NEW F Communication Services 14.0 $185.0 $13.21 +20.5%
669 VXX IPATH SERIES B S&P 500 Financial Services 7.0 $155.0 NEW $22.14 -15.9%
670 LFUS LITTELFUSE INC Technology $121.0 NEW
671 LCID LUCID GROUP INC Consumer Cyclical 17.0 $113.0 $6.65 -21.6%
672 ROLLS-ROYCE HOLDINGS P F 5.0 $96.0 NEW $19.20
673 NISSAN MTR LTD F 25.0 $93.0 $3.72
674 AI C3 AI INC Technology 10.0 $91.0 $9.10 +7.6%
675 LIBERTY CAPITAL 4.0 $86.0 $21.50
676 AAL AMERICAN AIRLS GROUP INC Industrials 4.0 $72.0 $18.00 -21.7%
677 VNQ VANGUARD REAL ESTATE 1.0 $71.0 $71.00 +39.8%
678 KD KYNDRYL HLDGS INC Technology 6.0 $68.0 $11.33 +12.0%
679 QUBT QUANTUM COMPUTING INC Technology 5.0 $48.0 NEW $9.60 -11.7%
680 AURORA CANNABIS INC F 16.0 $45.0 $2.81
Page 34 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%