Global Strategic Investment Solutions, LLC

CIK

1760076

Location

Scottsdale, AZ

Portfolio Value

Micro $13,900,802

Diversification

Diversified

Filing Date

Global Rank

#6,142 / 8,232 ▲ 228

Top Industry

Asset Management 22.2%

3Y Alpha vs SPY

-5.2%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.6%

SPY

+76.3%

Annualised alpha

-5.2%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.2%

+12.3 pts

Top 5

57.8%

+7.7 pts

Top 10

68.2%

+5.8 pts

HHI

1,191

Diversified+486

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.7%	$19,741,668	2
Technology	21.6%	$13,900,802	11
Financial Services	19.7%	$12,687,908	9
Communication Services	6.6%	$4,229,898	5
Healthcare	6.1%	$3,905,008	9
Consumer Cyclical	5.1%	$3,294,153	5
Industrials	4.1%	$2,652,170	8
Consumer Defensive	2.9%	$1,844,171	3
Energy	1.8%	$1,155,105	2
Basic Materials	0.9%	$608,121	1
Utilities	0.6%	$360,374	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+13,884	28,951	$18,827,993
NVDA	Nvidia Corp	+1,221	17,992	$3,137,804
MSDL	Morgan Stanley Direct Lending Fund	+166	21,460	$299,581
ABT	Abbott Laboratories	+134	2,470	$253,594
ITW	Illinois Tool Works Inc	+127	2,110	$549,211
AVGO	Broadcom Inc.	+116	3,387	$1,048,310
SYK	Stryker Corp	+98	2,046	$672,295
ECL	Ecolab Inc.	+94	2,286	$608,121
TSLA	Tesla, Inc.	+81	2,237	$831,604
JPM	Jpmorgan Chase & Co	+55	2,682	$788,937
CRL	Charles River Laboratories International, Inc.	+40	2,738	$472,305
HQI	HireQuest, Inc.	+36	17,544	$175,089
RTX	RTX Corp	+31	1,549	$298,802
DIS	Walt Disney Co	+29	5,569	$536,740
MCD	Mcdonalds Corp	+20	1,507	$468,360
MA	Mastercard Inc	+17	470	$234,840
MS	Morgan Stanley	+15	2,295	$377,688
TRV	Travelers Companies, Inc.	+8	993	$289,638
DE	Deere & Co	+7	999	$562,736
LMT	Lockheed Martin Corp	+7	439	$265,327
HON	Honeywell International Inc	+7	1,396	$315,537
TER	Teradyne, Inc	+6	1,480	$438,760
LLY	ELI LILLY & Co	+3	330	$303,524
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	−17,847	404,737	$9,588,219
NVO	Novo Nordisk A S	−3,844	9,536	$350,448
MSFT	Microsoft Corp	−2,476	6,178	$2,286,910
XOM	Exxon Mobil Corp	−2,169	3,655	$620,107
AAPL	Apple Inc.	−2,071	13,398	$3,400,278
COHR	Coherent Corp.	−1,893	2,303	$548,597
ABBV	AbbVie Inc.	−1,420	974	$211,835
QQQ	Invesco Qqq Trust, Series 1	−1,000	1,583	$913,675
AMD	Advanced Micro Devices Inc	−966	2,247	$457,107
NFLX	Netflix Inc	−552	3,188	$306,526
HD	Home Depot, Inc.	−503	1,959	$644,295
TMO	Thermo Fisher Scientific Inc.	−458	1,216	$597,700
GOOGL	Alphabet Inc.	−415	7,447	$2,141,459
MSI	Motorola Solutions, Inc.	−398	720	$312,458
BAC	Bank Of America Corp /De/	−362	4,398	$214,402
AMAT	Applied Materials Inc /De	−335	2,452	$838,069
KLAC	Kla Corp	−229	301	$443,195
COST	Costco Wholesale Corp /New	−220	1,356	$1,351,159
APP	AppLovin Corp	−211	1,635	$650,730
AMZN	Amazon Com Inc	−100	5,490	$1,143,402
ORCL	Oracle Corp	−91	6,725	$989,314
V	Visa Inc.	−77	1,923	$581,207
WMT	Walmart Inc.	−66	2,288	$284,352
META	Meta Platforms, Inc.	−25	1,039	$594,443
MPC	Marathon Petroleum Corp	−12	2,191	$534,998
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
OFIX	Orthofix Medical Inc.	57,875	$663,826
CAT	Caterpillar Inc	310	$219,622
MO	Altria Group, Inc.	3,162	$208,660
TJX	Tjx Companies Inc /De/	1,293	$206,492
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	1,753	$405,503
JNJ	Johnson & Johnson	1,872	$387,410
PG	PROCTER & GAMBLE Co	2,363	$338,641
PEP	Pepsico Inc	1,855	$266,229
CTSH	Cognizant Technology Solutions Corp	3,046	$252,818
QLYS	Qualys, Inc.	1,765	$234,568
SSNC	SS&C Technologies Holdings Inc	2,643	$231,051
BLK	BlackRock, Inc.	208	$222,630
PLTR	Palantir Technologies Inc.	1,199	$213,122
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $13,900,802 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	13,398	-2,071	$3,400,278	−19.1%	24.46%
NVDA	Nvidia Corp Technology	Added	17,992	+1,221	$3,137,804	+0.3%	22.57%
MSFT	Microsoft Corp Technology	Reduced	6,178	-2,476	$2,286,910	−45.4%	16.45%
AVGO	Broadcom Inc. Technology	Added	3,387	+116	$1,048,310	−7.4%	7.54%
ORCL	Oracle Corp Technology	Reduced	6,725	-91	$989,314	−25.5%	7.12%
AMAT	Applied Materials Inc /De Technology	Reduced	2,452	-335	$838,069	+17.0%	6.03%
COHR	Coherent Corp. Technology	Reduced	2,303	-1,893	$548,597	−29.2%	3.95%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,247	-966	$457,107	−33.6%	3.29%
KLAC	Kla Corp Technology	Reduced	301	-229	$443,195	−31.2%	3.19%
TER	Teradyne, Inc Technology	Added	1,480	+6	$438,760	+53.8%	3.16%
MSI	Motorola Solutions, Inc. Technology	Reduced	720	-398	$312,458	−27.1%	2.25%