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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 8 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IRM IRON MTN INC NEW Real Estate 1,923.0 $243K 0.06% $126.31 -3.9%
142 STX SEAGATE TECHNOLOGY H F Technology 245.0 $236K 0.05% NEW $965.00 -12.3%
143 LOW LOWES COS INC Consumer Cyclical 1,057.0 $233K 0.05% +725.0 +218.4% $220.50 -4.6%
144 HPE HEWLETT PACKARD ENTERPRI Technology 5,080.0 $229K 0.05% NEW $45.11 +22.4%
145 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,616.0 $225K 0.05% -45.0 -2.7% $139.09 -3.3%
146 CRWD CROWDSTRIKE HLDGS INC Technology 289.0 $221K 0.05% -500.0 -63.4% $190.78 -0.8%
147 JNJ JOHNSON & JOHNSON Healthcare 854.0 $217K 0.05% +27.0 +3.3% $254.18 +6.2%
148 EXC EXELON CORP Utilities 4,600.0 $214K 0.05% $46.62 -4.7%
149 HD HOME DEPOT INC Consumer Cyclical 598.0 $211K 0.05% +463.0 +343.0% $352.97 -5.1%
150 SUB ISHARES SHORT-TERM 1,976.0 $211K 0.05% +277.0 +16.3% $106.56 -0.2%
151 JXI ISHARES GLOBAL UTILITIES 2,367.0 $201K 0.05% $84.98 -2.9%
152 MAR MARRIOTT INTL INC NEW Consumer Cyclical 534.0 $198K 0.04% $370.73 -3.3%
153 VV VANGUARD LARGE-CAP INDEX 570.0 $196K 0.04% $343.73 +2.6%
154 AXP AMERICAN EXPRESS CO Financial Services 579.0 $196K 0.04% +3.0 +0.5% $337.80 -0.5%
155 NOC NORTHROP GRUMMAN CORP Industrials 375.0 $191K 0.04% -525.0 -58.3% $509.95 +7.8%
156 T AT&T INC Communication Services 9,080.0 $188K 0.04% -1K -11.0% $20.70 +25.0%
157 SCHV SCHWAB U.S. LARGE-CAP 5,326.0 $185K 0.04% -178.0 -3.2% $34.81 +0.4%
158 SPACE EX TECH SPACEX 1,060.0 $181K 0.04% NEW $170.86
159 VNQI VANGUARD GLOBAL EX-U.S. 3,981.0 $179K 0.04% $44.85 +1.8%
160 WEC WEC ENERGY GROUP INC Utilities 1,512.0 $177K 0.04% +25.0 +1.7% $116.77 -7.9%
Page 8 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%