Strategic Investment Management, LLC Portfolio Holdings

Strategic Investment Management, LLC

  • $179 Million
  • Q3 2025

Strategic Investment Management, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $34.6M, Ishares Inc with a value of $25.8M, Ishares Russell 3000 ETF with a value of $23.7M, I Shares S&P Gsci Commodity Indexed Trust with a value of $21.8M, and Ishares Tr with a value of $20.4M.

Examining the 13F form we can see an decrease of $1.16M in the current position value, from $180M to 179M.

Below you can find more details about Strategic Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $179 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $179 Million
  • Prior Value $180 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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