Latest Portfolio Value
$378.12 M
09/30/2025
Total Assets Held
$632
09/30/2025
Latest Report Date
Q3 2025
09/30/2025
Top 10 Concentration
47.36%
Strategic Investment Solutions, Inc. /Il (CIK: 0001960144) is a financial institution headquartered at 9501 W. 144Th Place, Suite 101, , Orland Park, Illinois 60462. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $378,121,460, comprising 632 distinct securities. Over its filing history, it has submitted 11 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
No buy transactions available for this period
No sell transactions available for this period
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 137,466 | $65.96 M | 17.44% | ▲ 15,971 | Add 13.2% | |
| 303,519 | $21.99 M | 5.81% | ▼ 6,825 | Reduce -2.2% | |
| 238,866 | $17.16 M | 4.54% | ▲ 18,623 | Add 8.5% | |
| 464,189 | $14.57 M | 3.85% | ▲ 49,807 | Add 12.0% | |
| 53,080 | $13.49 M | 3.57% | ▲ 1,834 | Add 3.6% | |
| 309,936 | $11.95 M | 3.16% | ▼ 55,000 | Reduce -15.1% | |
| 55,220 | $10.3 M | 2.72% | ▲ 22,382 | Add 68.2% | |
| 24,901 | $8.86 M | 2.34% | ▲ 12,366 | Add 98.7% | |
| 126,996 | $7.39 M | 1.96% | ▼ 26,577 | Reduce -17.3% | |
| 10,725 | $6.57 M | 1.74% | ▼ 241 | Reduce -2.2% |