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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  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTSM FIRST TR EXCHANGE-TRADED FD 7,141.0 $427K 0.05% -4K -35.5% $59.78 +0.2%
22 MSFT MICROSOFT CORP Technology 1,061.0 $393K 0.05% -147.0 -12.2% $370.21 +2.5%
23 AMZN AMAZON COM INC Consumer Cyclical 1,711.0 $356K 0.04% -75.0 -4.2% $208.27 +17.3%
24 META META PLATFORMS INC Communication Services 565.0 $323K 0.04% -30.0 -5.0% $572.13 +0.9%
25 VOO VANGUARD INDEX FDS 529.0 $316K 0.04% -270.0 -33.8% $597.69 +15.1%
26 GOOGL ALPHABET INC Communication Services 1,027.0 $295K 0.04% -60.0 -5.5% $287.56 +28.0%
27 AGG ISHARES TR 2,849.0 $283K 0.04% -4K -61.1% $99.26 -0.4%
28 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,300.0 $247K 0.03% -548.0 -14.2% $74.94 +12.6%
29 FTC FIRST TRUST LRGCP GWT ALPHAD 1,451.0 $224K 0.03% -1K -42.2% $154.15 +24.7%
Page 2 of 2  ·  29 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%