Strategic Investment Solutions, Inc. /IL
Top Portfolio Positions
431 positions ·
$93,117,759 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
50,037 | $12,698,868 | 13.64% | |
| GLD |
Spdr Gold Trust
|
28,426 | $12,231,307 | 13.14% | |
| SLV |
iShares Silver Trust
|
108,326 | $7,381,300 | 7.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,067 | $3,865,698 | 4.15% | |
| IAU |
Ishares Gold Trust
|
40,208 | $3,544,717 | 3.81% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,253 | $3,241,384 | 3.48% | |
| NVDA |
Nvidia Corp
Technology
|
18,236 | $3,180,352 | 3.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,234 | $2,756,231 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
5,781 | $2,139,935 | 2.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,745 | $1,763,945 | 1.89% |
Portfolio Trend
13 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,136 | 400 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $51,916 | 400 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $52,100 | 400 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $44,252 | 400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $38,204 | 400 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,820 | 400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,080 | 400 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $33,540 | 400 | Shares | Sole | 2024-08-30 | |
| 2023-12-31 | $39,576 | 400 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $35,644 | 400 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||