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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 17 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPMD SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF 3,020.0 $179K 0.01% NEW $59.21 +5.8%
322 DE DEERE & CO Industrials 315.0 $177K 0.01% NEW $562.51 +0.4%
323 ATI ATI INC COM USD0.10 Industrials 1,214.0 $177K 0.01% NEW $145.49 +3.4%
324 TXN TEXAS INSTRUMENTS INC COM USD1.00 Technology 895.0 $174K 0.01% NEW $194.06 +54.9%
325 TRV TRAVELERS COMPANIES INC COM STK NPV Financial Services 590.0 $172K 0.01% NEW $291.51 +5.0%
326 IWF ISHARES TR RUS 1000 GRW ETF 403.0 $172K 0.01% NEW $426.40 -71.1%
327 AJG ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 Financial Services 752.0 $166K 0.01% NEW $221.40 -8.1%
328 PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 Financial Services 5,829.0 $166K 0.01% NEW $28.43 +8.6%
329 RIO RIO TINTO ADR EACH REP 1 ORD Basic Materials 1,776.0 $166K 0.01% NEW $93.30 +10.7%
330 EMR EMERSON ELECTRIC CO Industrials 1,240.0 $163K 0.01% NEW $131.06 +0.9%
331 INTU INTUIT INC Technology 368.0 $161K 0.01% NEW $436.26 -7.6%
332 WPM WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 Basic Materials 1,213.0 $159K 0.01% NEW $131.03 -1.2%
333 CEG CONSTELLATION ENERGY CORP COM Utilities 568.0 $159K 0.01% NEW $279.58 -6.8%
334 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 853.0 $154K 0.01% NEW $180.83 +8.7%
335 DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 2 3,872.0 $150K 0.01% NEW $38.86 +9.8%
336 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 5,834.0 $149K 0.01% NEW $25.54 +35.3%
337 ANET ARISTA NETWORKS INC COM SHS Technology 1,175.0 $144K 0.01% NEW $122.82 +15.3%
338 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS Financial Services 307.0 $142K 0.01% NEW $462.58 +6.8%
339 WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 Financial Services 482.0 $140K 0.01% NEW $290.79 -11.7%
340 CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 Energy 1,287.0 $140K 0.01% NEW $108.61 -4.7%
Page 17 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%