13F
中
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Global Strategic Investment Solutions, LLC

13F equity value
$1.0B
Positions
144
Top 10 concentration
55.9%
Quarters / total new picks
28 / 159
13F equity value over time
$0M$1B$2B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +4.0% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 0.78, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.2%
t-stat
0.78
Quarterly win rate
50%
Annualized excess
+3.7%
$1 → follow vs universe
$2.64 vs $2.10
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220331: universe 1.39920220630: universe 1.29620220930: universe 1.39220221231: universe 1.29320230331: universe 1.36220230630: universe 1.31320230930: universe 1.49120231231: universe 1.55720240331: universe 1.59220240630: universe 1.73720240930: universe 1.72220241231: universe 1.60720250331: universe 1.75220250630: universe 1.80720250930: universe 2.03220251231: universe 2.102 20190331: follow 0.97620190630: follow 0.99420190930: follow 1.09220191231: follow 0.84520200331: follow 1.00020200630: follow 1.00320200930: follow 1.09320201231: follow 1.10520210331: follow 1.07720210630: follow 1.06120210930: follow 1.02120211231: follow 0.85920220331: follow 0.82320220630: follow 0.83920220930: follow 0.86120221231: follow 0.91420230331: follow 1.02920230630: follow 1.08120230930: follow 1.30520231231: follow 1.40720240331: follow 1.60520240630: follow 1.67920240930: follow 1.74520241231: follow 1.53820250331: follow 1.73920250630: follow 1.88020250930: follow 2.27320251231: follow 2.637 0.76 1.80 2.85 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 144 · 2026 Q1

Ticker Value Weight QoQ
IEFA $103M
10.1%
HOLD
VONV $86M
8.4%
HOLD
VONG $76M
7.5%
ADD
IUSB $59M
5.8%
ADD
AVLV $54M
5.3%
HOLD
SPDW $46M
4.5%
TRIM
VUG $42M
4.2%
HOLD
VTEB $38M
3.8%
ADD
SPEM $32M
3.2%
HOLD
MUB $31M
3.1%
HOLD
IEMG $31M
3.0%
TRIM
JMST $21M
2.1%
TRIM
IDEV $19M
1.8%
TRIM
VTV $18M
1.8%
HOLD
SCHG $18M
1.7%
TRIM
AVIV $17M
1.7%
TRIM
AVLC $17M
1.7%
TRIM
IUSV $15M
1.5%
HOLD
HDV $13M
1.3%
HOLD
SCHV $13M
1.3%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

CATMOOFIXTJX

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.