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Strategic Investment Solutions, Inc. /Il 13F Filings, Portfolio & Analysis

CIK: 0001960144
Orland Park 9501 W. 144Th Place, Suite 101
Zip Code: 60462
Latest Portfolio Value
$446.11 M
+2.02%
Total Holdings
661
-22
Latest Report Date
Q3 2026
Top 10 Concentration
47.73%

Strategic Investment Solutions, Inc. /Il — Portfolio Overview & Company Profile

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 (2026-09-30), the institution manages a portfolio valued at $446.11 M, comprising 661 distinct securities. Over its filing history, it has submitted 15 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 47.7%. Quarterly turnover: 7.3%. ▲ 42 new, +180 added, −112 reduced, ×68 exited.

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
675,537 $60.91 M 13.65% ▼ 32,507 Reduce -4.6%
285,561 $23.46 M 5.26% ▲ 32,241 Add 12.7%
574,060 $21.31 M 4.78% ▲ 55,027 Add 10.6%
93,513 $20.17 M 4.52% ▼ 10,789 Reduce -10.3%
236,817 $19.66 M 4.41% ▼ 2,976 Reduce -1.2%
48,526 $16.16 M 3.62% ▲ 1,477 Add 3.1%
296,175 $11.94 M 2.68% ▼ 51,489 Reduce -14.8%
216,200 $11.94 M 2.68% ▲ 63,025 Add 41.2%
30,311 $11.57 M 2.59% ▲ 461 Add 1.5%
157,042 $10.46 M 2.35% ▲ 15,420 Add 10.9%

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