Strategic Point Investment Advisors, LLC
Net buyer this quarter
$767M
9
+$1.54M
20.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $112M | 14.59% | Not reported | -0.4% | Q2 2013 |
 IAU | $41.9M | 5.46% | 0.07% | +3.9% | Q4 2019 |
 AAPL | $2.15M | 0.28% | 0.00% | +2.2% | Q3 2020 |
 QQQ | $478K | 0.06% | Not reported | +3.3% | Q1 2022 |
 MSFT | $356K | 0.05% | 0.00% | +8.5% | Q3 2021 |
 LLY | $315K | 0.04% | 0.00% | +6.9% | Q2 2024 |
 JNJ | $273K | 0.04% | 0.00% | -0.5% | Q1 2021 |
 CAT | $270K | 0.04% | 0.00% | New | Q2 2026 |
 KO | $245K | 0.03% | 0.00% | +2.4% | Q2 2022 |
| Q1 2026 | |||||
| SPY | $97.9M | 14.22% | Not reported | -1.9% | Q2 2013 |
| IAU | $47.1M | 6.85% | 0.06% | +0.3% | Q4 2019 |
| AAPL | $1.84M | 0.27% | 0.00% | -8.3% | Q3 2020 |
| QQQ | $362K | 0.05% | Not reported | -1.7% | Q1 2022 |
| MSFT | $325K | 0.05% | 0.00% | -8.5% | Q3 2021 |
| JNJ | $264K | 0.04% | 0.00% | Not reported | Q1 2021 |
| LLY | $226K | 0.03% | 0.00% | -4.7% | Q2 2024 |
| KO | $224K | 0.03% | 0.00% | -2.3% | Q2 2022 |
| Q4 2025 | |||||
| SPY | $105M | 14.47% | Not reported | -2.8% | Q2 2013 |
| IAU | $43.3M | 5.99% | 0.06% | +1.1% | Q4 2019 |
| AAPL | $2.15M | 0.30% | 0.00% | Not reported | Q3 2020 |
| MSFT | $465K | 0.06% | 0.00% | Not reported | Q3 2021 |
| QQQ | $393K | 0.05% | Not reported | -0.5% | Q1 2022 |
| LLY | $277K | 0.04% | 0.00% | Not reported | Q2 2024 |
| JNJ | $223K | 0.03% | 0.00% | Not reported | Q1 2021 |
| KO | $211K | 0.03% | 0.00% | -10.7% | Q2 2022 |
 IDXX | $203K | 0.03% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SPY | $105M | 15.10% | Not reported | -0.5% | Q2 2013 |
| IAU | $38.4M | 5.51% | 0.07% | 0.0% | Q4 2019 |
| AAPL | $2.01M | 0.29% | 0.00% | -0.6% | Q3 2020 |
| MSFT | $498K | 0.07% | 0.00% | -4.0% | Q3 2021 |
| QQQ | $385K | 0.06% | Not reported | +7.9% | Q1 2022 |
| KO | $224K | 0.03% | 0.00% | Not reported | Q2 2022 |