Global Strategic Investment Solutions, LLC
Top Portfolio Positions
55 positions ·
$64,065,982 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
28,951 | $18,827,993 | 29.39% |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
404,737 | $9,588,219 | 14.97% |
| AAPL |
Apple Inc.
Technology
|
13,398 | $3,400,278 | 5.31% |
| NVDA |
Nvidia Corp
Technology
|
17,992 | $3,137,804 | 4.90% |
| MSFT |
Microsoft Corp
Technology
|
6,178 | $2,286,910 | 3.57% |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,447 | $2,141,459 | 3.34% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,356 | $1,351,159 | 2.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,490 | $1,143,402 | 1.78% |
| AVGO |
Broadcom Inc.
Technology
|
3,387 | $1,048,310 | 1.64% |
| ORCL |
Oracle Corp
Technology
|
6,725 | $989,314 | 1.54% |
Portfolio Trend
Holdings in MSDL
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,581 | 21,460 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $350,925 | 21,294 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $295,228 | 18,360 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $322,620 | 17,234 | Shares | Sole | 2025-07-22 | |
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