Global Strategic Investment Solutions, LLC

CIK

1760076

Location

Scottsdale, AZ

Portfolio Value

Micro $81,247,671

Diversification

Diversified

Filing Date

Global Rank

#6,526 / 8,710 ▼ 3810

Top Industry

Asset Management 18.7%

Period ended 3 months ago

Filed Aug 7, 2026 · 46d

26 quarters · since Mar 2020

Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.1%

−9.9 pts

Top 5

51.2%

−17.8 pts

Top 10

64.8%

−20.1 pts

HHI

675

Diversified−620

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.5%	$27,249,311	5
Technology	24.6%	$19,960,604	15
Financial Services	16.4%	$13,293,201	9
Communication Services	8.3%	$6,752,588	5
Healthcare	4.9%	$3,980,344	9
Consumer Cyclical	4.2%	$3,441,098	4
Industrials	3.2%	$2,605,294	7
Consumer Defensive	2.2%	$1,749,334	3
Energy	1.3%	$1,055,907	2
Basic Materials	1.0%	$819,443	2
Utilities	0.4%	$340,547	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	+6,144	410,881	$9,741,988
KLAC	Kla Corp	+2,620	2,921	$881,294
AAPL	Apple Inc.	+2,131	15,529	$4,493,471
GOOGL	Alphabet Inc.	+1,022	12,611	$4,488,006
MSDL	Morgan Stanley Direct Lending Fund	+467	21,927	$331,536
NVDA	Nvidia Corp	+421	18,413	$3,684,257
VEA	Vanguard FTSE Developed Markets ETF	+380	160,701	$11,449,946
AMZN	Amazon Com Inc	+228	5,718	$1,362,828
MSFT	Microsoft Corp	+153	6,331	$2,361,589
BAC	Bank Of America Corp /De/	+149	4,547	$259,088
TSLA	Tesla, Inc.	+114	2,351	$988,830
AVGO	Broadcom Inc.	+83	3,470	$1,310,792
AMAT	Applied Materials Inc /De	+81	2,533	$1,831,359
APP	AppLovin Corp	+79	1,714	$883,104
NFLX	Netflix Inc	+74	3,262	$232,906
JPM	Jpmorgan Chase & Co	+53	2,735	$895,247
ORCL	Oracle Corp	+53	6,778	$993,315
META	Meta Platforms, Inc.	+50	1,089	$613,422
RTX	RTX Corp	+35	1,584	$300,532
V	Visa Inc.	+34	1,957	$671,427
MS	Morgan Stanley	+27	2,322	$485,390
MA	Mastercard Inc	+19	489	$251,150
—		+9	6,650	$1,637,296
DE	Deere & Co	+8	1,007	$638,770
TRV	Travelers Companies, Inc.	+7	1,000	$330,120
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	−195,848	5,182	$1,570,767
SPY	Spdr S&P 500 ETF Trust	−13,651	15,300	$11,425,581
HQI	HireQuest, Inc.	−972	16,572	$208,144
NVO	Novo Nordisk A S	−967	8,569	$410,797
ITW	Illinois Tool Works Inc	−110	2,000	$540,940
ECL	Ecolab Inc.	−73	2,213	$616,563
SYK	Stryker Corp	−73	1,973	$621,179
MSI	Motorola Solutions, Inc.	−51	669	$277,829
COHR	Coherent Corp.	−49	2,254	$889,135
WMT	Walmart Inc.	−43	2,245	$254,268
CRL	Charles River Laboratories International, Inc.	−40	2,698	$611,879
HD	Home Depot, Inc.	−25	1,934	$682,083
XOM	ExxonMobil Holdings Corp	−16	3,639	$497,524
DIS	Walt Disney Co	−9	5,560	$535,150
MPC	Marathon Petroleum Corp	−7	2,184	$558,383
LLY	ELI LILLY & Co	−3	327	$392,213
ABBV	AbbVie Inc.	−3	971	$244,342
COST	Costco Wholesale Corp /New	−1	1,355	$1,267,561
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	360	$415,544
LRCX	Lam Research Corp	722	$312,864
QLYS	Qualys, Inc.	1,765	$242,669
CSCO	Cisco Systems, Inc.	2,057	$241,615
UNH	Unitedhealth Group Inc	522	$216,958
APD	Air Products & Chemicals, Inc.	692	$202,880
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BNDW	Vanguard Total World Bond ETF	1,625,774	$163,583,537
ACSG	American Century Small Cap Growth Insights ETF	2,026,887	$143,023,864
CWI	State Street SPDR MSCI ACWI ex-US ETF	1,716,603	$79,913,885
FNDA	Schwab Fundamental U.S. Small Company ETF	1,552,907	$45,489,605
VCRM	Vanguard Core Tax-Exempt Bond ETF	770,917	$38,461,049
BAPR	Innovator U.S. Equity Buffer ETF - April	724,418	$25,626,161
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	426,933	$21,762,826
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	243,383	$12,320,047
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	222,341	$9,441,983
VIGI	Vanguard International Dividend Appreciation ETF	47,200	$6,990,320
—		110,773	$5,137,409
EDV	Vanguard World Funds Extended Duration ETF	38,063	$4,678,263
—		110,531	$4,509,137
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	84,283	$4,206,510
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	53,279	$3,764,491
VEU	Vanguard FTSE All-World Ex-US ETF	40,548	$2,191,619
BKF	iShares MSCI BIC ETF	19,895	$1,453,577
ABEQ	Absolute Select Value ETF	21,578	$908,852
ABI	VictoryShares Pioneer Asset-Based Income ETF	10,091	$550,464
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	4,838	$424,969
HON	Honeywell International Inc	1,396	$315,537
ABT	Abbott Laboratories	2,470	$253,594
TJX	Tjx Companies Inc /De/	1,293	$206,492
—		2,878	$152,548
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,759,235	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $81,247,671 total · filing declares 151 positions · $1,128,240,667 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	160,701	+380	$11,449,946	+11.5%	14.09%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Reduced	15,300	-13,651	$11,425,581	−39.3%	14.06%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	410,881	+6,144	$9,741,988	+1.6%	11.99%
AAPL	Apple Inc. Technology	Added	15,529	+2,131	$4,493,471	+32.2%	5.53%
GOOGL	Alphabet Inc. Communication Services	Added	12,611	+1,022	$4,488,006	+34.8%	5.52%
NVDA	Nvidia Corp Technology	Added	18,413	+421	$3,684,257	+17.4%	4.53%
MSFT	Microsoft Corp Technology	Added	6,331	+153	$2,361,589	+3.3%	2.91%
AMAT	Applied Materials Inc /De Technology	Added	2,533	+81	$1,831,359	+118.5%	2.25%
		Added	6,650	+9	$1,637,296	+19.8%	2.02%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	5,182	-195,848	$1,570,767	−94.8%	1.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,718	+228	$1,362,828	+19.2%	1.68%
AVGO	Broadcom Inc. Technology	Added	3,470	+83	$1,310,792	+25.0%	1.61%
AMD	Advanced Micro Devices Inc Technology	Added	2,248	+1	$1,305,885	+185.7%	1.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,355	-1	$1,267,561	−6.2%	1.56%
QQQ	Invesco Qqq Trust, Series 1	Held	1,583	0	$1,165,721	+27.6%	1.43%
ORCL	Oracle Corp Technology	Added	6,778	+53	$993,315	+0.4%	1.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,351	+114	$988,830	+18.9%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,735	+53	$895,247	+13.5%	1.10%
COHR	Coherent Corp. Technology	Reduced	2,254	-49	$889,135	+62.1%	1.09%
APP	AppLovin Corp Communication Services	Added	1,714	+79	$883,104	+35.7%	1.09%
KLAC	Kla Corp Technology	Added	2,921	+2,620	$881,294	+98.9%	1.08%
TER	Teradyne, Inc Technology	Added	1,486	+6	$718,986	+63.9%	0.88%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,934	-25	$682,083	+5.9%	0.84%
V	Visa Inc. Financial Services	Added	1,957	+34	$671,427	+15.5%	0.83%
DE	Deere & Co Industrials	Added	1,007	+8	$638,770	+13.5%	0.79%
SYK	Stryker Corp Healthcare	Reduced	1,973	-73	$621,179	−7.6%	0.76%
ECL	Ecolab Inc. Basic Materials	Reduced	2,213	-73	$616,563	+1.4%	0.76%
META	Meta Platforms, Inc. Communication Services	Added	1,089	+50	$613,422	+3.2%	0.76%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,221	+5	$612,160	+2.4%	0.75%
CRL	Charles River Laboratories International, Inc. Healthcare	Reduced	2,698	-40	$611,879	+29.6%	0.75%
MPC	Marathon Petroleum Corp Energy	Reduced	2,184	-7	$558,383	+4.4%	0.69%
ITW	Illinois Tool Works Inc Industrials	Reduced	2,000	-110	$540,940	−1.5%	0.67%
DIS	Walt Disney Co Communication Services	Reduced	5,560	-9	$535,150	−0.3%	0.66%
OFIX	Orthofix Medical Inc. Healthcare	Held	57,875	0	$528,977	−20.3%	0.65%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,639	-16	$497,524	−19.8%	0.61%
MS	Morgan Stanley Financial Services	Added	2,322	+27	$485,390	+28.5%	0.60%
MU	Micron Technology Inc Technology	NEW	360	NEW	$415,544	NEW	0.51%
NVO	Novo Nordisk A S Healthcare	Reduced	8,569	-967	$410,797	+17.2%	0.51%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,507	0	$407,357	−13.0%	0.50%
LLY	ELI LILLY & Co Healthcare	Reduced	327	-3	$392,213	+29.2%	0.48%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Held	4,617	0	$359,525	+35.2%	0.44%
COR	Cencora, Inc. Healthcare	Held	1,208	0	$341,839	−9.9%	0.42%
NEE	Nextera Energy Inc Utilities	Held	3,880	0	$340,547	−5.5%	0.42%
MSDL	Morgan Stanley Direct Lending Fund Financial Services	Added	21,927	+467	$331,536	+10.7%	0.41%
CAT	Caterpillar Inc Industrials	Added	311	+1	$331,183	+50.8%	0.41%
TRV	Travelers Companies, Inc. Financial Services	Added	1,000	+7	$330,120	+14.0%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	654	0	$327,255	+4.4%	0.40%
LRCX	Lam Research Corp Technology	NEW	722	NEW	$312,864	NEW	0.39%
RTX	RTX Corp Industrials	Added	1,584	+35	$300,532	+0.6%	0.37%
MSI	Motorola Solutions, Inc. Technology	Reduced	669	-51	$277,829	−11.1%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.