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Portfolio (Quarterly) Guide ↗

Strid Group, LLC

· CIK 0001625800
13F Portfolio $807M AUM 85 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 22 Added 29 Reduced 5 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QVAL EA SERIES TRUST 1,702,272.0 $88.8M 11.00% +158K +10.2% $52.14 +6.3%
2 VWO VANGUARD INTL EQUITY INDEX F 1,101,253.0 $59.5M 7.38% +22K +2.0% $54.05 +12.4%
3 VEA VANGUARD TAX-MANAGED FDS 739,049.0 $47.4M 5.87% +156K +26.6% $64.08 +12.8%
4 IBDS ISHARES TR 614,150.0 $14.9M 1.84% +86K +16.3% $24.24 -0.3%
5 TMB THORNBURG ETF TR 582,838.0 $14.9M 1.84% +32K +5.8% $25.51 -0.1%
6 IBDR ISHARES TR 605,901.0 $14.7M 1.82% +16K +2.8% $24.24 -0.1%
7 TAFI AB ACTIVE ETFS INC 388,457.0 $9.8M 1.21% +53K +15.8% $25.18 +0.1%
8 IBDT ISHARES TR 385,063.0 $9.8M 1.21% +87K +29.3% $25.33 -0.6%
9 IVV ISHARES TR 10,729.0 $7.0M 0.87% +2K +30.0% $653.19 +14.8%
10 HTRB HARTFORD FDS EXCHANGE TRADED 158,708.0 $5.4M 0.66% +5K +3.6% $33.74 +0.1%
11 IBDU ISHARES TR 222,108.0 $5.2M 0.64% +79K +55.7% $23.26 -0.7%
12 HMOP HARTFORD FDS EXCHANGE TRADED 105,245.0 $4.1M 0.51% +13K +14.7% $38.74 +0.9%
13 ACGL ARCH CAP GROUP LTD Financial Services 15,606.0 $1.5M 0.19% +4K +29.9% $95.99 -5.0%
14 BSCQ INVESCO EXCH TRD SLF IDX FD 68,082.0 $1.3M 0.17% +691.0 +1.0% $19.53 +0.2%
15 BLK BLACKROCK INC Financial Services 1,267.0 $1.2M 0.15% +318.0 +33.5% $961.71 +9.2%
16 BSCR INVESCO EXCH TRD SLF IDX FD 52,735.0 $1.0M 0.13% +8K +18.3% $19.63 +0.2%
17 CMCSA COMCAST CORP NEW Communication Services 34,770.0 $998K 0.12% +11K +47.4% $28.71 -21.9%
18 VO VANGUARD INDEX FDS 2,702.0 $776K 0.10% +1K +82.6% $287.13 -72.1%
19 XOM EXXON MOBIL CORP Energy 3,087.0 $524K 0.07% +174.0 +6.0% $169.66 -18.8%
20 VB VANGUARD INDEX FDS 1,508.0 $395K 0.05% +668.0 +79.5% $262.00 +13.2%
Page 1 of 2  ·  22 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
Basic Materials 28.7%
Technology 24.5%
Financial Services 16.7%
Healthcare 14.3%
Communication Services 6.6%
Consumer Defensive 4.0%
Industrials 2.8%
Consumer Cyclical 1.3%
Energy 1.1%