Strategic Investment Management, LLC Portfolio Holdings

Strategic Investment Management, LLC

  • $291 Million
  • Q4 2024

Strategic Investment Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48M, Ishares Russell 3000 ETF with a value of $44.5M, Ishares Inc with a value of $34.1M, Ishares Core U.S. Aggregate Bo with a value of $33.4M, and Ishares Tr with a value of $27.5M.

Examining the 13F form we can see an increase of $198M in the current position value, from $93M to 291M.

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

Portfolio value $291 Million
ETFs: $291 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $291 Million
  • Prior Value $93 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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