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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 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 353.0 $325K 0.04% +24.0 +7.3% $919.77 +19.4%
22 MTUM ISHARES TR 1,179.0 $283K 0.04% +60.0 +5.4% $240.00 +41.0%
Page 2 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%