Global Strategic Investment Solutions, LLC
Top Portfolio Positions
56 positions ·
$64,379,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
28,951 | $18,827,993 | 29.25% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
404,737 | $9,588,219 | 14.89% | |
| AAPL |
Apple Inc.
Technology
|
13,398 | $3,400,278 | 5.28% | |
| NVDA |
Nvidia Corp
Technology
|
17,992 | $3,137,804 | 4.87% | |
| MSFT |
Microsoft Corp
Technology
|
6,178 | $2,286,910 | 3.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,447 | $2,141,459 | 3.33% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,356 | $1,351,159 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,490 | $1,143,402 | 1.78% | |
| AVGO |
Broadcom Inc.
Technology
|
3,387 | $1,048,310 | 1.63% | |
| ORCL |
Oracle Corp
Technology
|
6,725 | $989,314 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OFIX
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $663,826 | 57,875 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $732,000 | 50,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $557,500 | 50,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $815,500 | 50,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $873,000 | 50,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $781,000 | 50,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $764,982 | 57,691 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $837,673 | 57,691 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $777,674 | 57,691 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $741,906 | 57,691 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,041,899 | 57,691 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $966,324 | 57,691 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,184,396 | 57,691 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,102,475 | 57,691 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,358,046 | 57,691 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,886,495 | 57,691 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,793,613 | 57,691 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,912,886 | 47,691 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,035,239 | 46,949 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,017,868 | 46,949 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,440,131 | 46,247 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,479,904 | 46,247 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,276,807 | 45,584 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||