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Portfolio (Quarterly) Guide ↗

Strategic Investment Advisors / MI

· CIK 0001760540
13F Portfolio $1.4B AUM 386 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 386 New
Page 11 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INGR INGREDION INC COM USD0.01 Consumer Defensive 5,208.0 $585K 0.04% NEW $112.41 -10.7%
202 SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 7,764.0 $584K 0.04% NEW $75.19 +10.7%
203 CNP CENTERPOINT ENERGY INC COM STK USD0.01 Utilities 13,526.0 $584K 0.04% NEW $43.16 -1.5%
204 TOL TOLL BROTHERS INC Consumer Cyclical 4,259.0 $583K 0.04% NEW $136.78 -9.2%
205 GE GE AEROSPACE COM NEW Industrials 2,047.0 $582K 0.04% NEW $284.19 +0.4%
206 TSN TYSON FOODS INC Consumer Defensive 8,979.0 $575K 0.04% NEW $64.07 +3.3%
207 EMB ISHARES TR JP MOR EM MK ETF 6,217.0 $575K 0.04% NEW $92.44 +2.7%
208 CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 Technology 2,063.0 $574K 0.04% NEW $278.41 +26.0%
209 MCD MCDONALD S CORP Consumer Cyclical 1,826.0 $567K 0.04% NEW $310.73 -9.6%
210 SJM SMUCKER J M CO COM NEW Consumer Defensive 5,878.0 $567K 0.04% NEW $96.44 +6.8%
211 SPDW SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 12,068.0 $551K 0.04% NEW $45.65 +9.6%
212 AMD ADVANCED MICRO DEVICES INC Technology 2,695.0 $549K 0.04% NEW $203.55 +119.9%
213 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 7,110.0 $548K 0.04% NEW $77.10 +9.2%
214 XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 4,103.0 $545K 0.04% NEW $132.89 +33.3%
215 O REALTY INCOME CORP COM Real Estate 8,540.0 $522K 0.04% NEW $61.18 +1.5%
216 EMBJ EMBRAER ADR REP FOUR ORD Industrials 8,754.0 $519K 0.04% NEW $59.34 -8.5%
217 SPEM SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 10,911.0 $512K 0.04% NEW $46.91 +8.9%
218 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 868.0 $501K 0.04% NEW $577.14 +23.6%
219 DTM DT MIDSTREAM INC COMMON STOCK Energy 3,701.0 $498K 0.03% NEW $134.66 +11.5%
220 HYD VANECK ETF TRUST HIGH YLD MUNIETF 9,961.0 $498K 0.03% NEW $49.98 +1.1%
Page 11 of 20  ·  386 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.9%
Communication Services 13.4%
Financial Services 13.0%
Healthcare 8.7%
Consumer Cyclical 7.3%
Consumer Defensive 6.8%
Industrials 6.2%
Utilities 5.2%
Energy 3.6%
Basic Materials 2.7%