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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC Communication Services 1,197.0 $343K 0.04% $286.89 +28.1%
62 WSFS WSFS FINL CORP Financial Services 5,103.0 $334K 0.04% $65.46 +13.3%
63 LLY ELI LILLY & CO Healthcare 353.0 $325K 0.04% +24.0 +7.3% $919.77 +19.4%
64 META META PLATFORMS INC Communication Services 565.0 $323K 0.04% -30.0 -5.0% $572.13 +0.9%
65 VOO VANGUARD INDEX FDS 529.0 $316K 0.04% -270.0 -33.8% $597.69 +15.1%
66 DE DEERE & CO Industrials 530.0 $299K 0.04% $563.30 +4.6%
67 GOOGL ALPHABET INC Communication Services 1,027.0 $295K 0.04% -60.0 -5.5% $287.56 +28.0%
68 OLED UNIVERSAL DISPLAY CORP Technology 3,157.0 $289K 0.04% $91.66 -3.0%
69 MTUM ISHARES TR 1,179.0 $283K 0.04% +60.0 +5.4% $240.00 +41.0%
70 AGG ISHARES TR 2,849.0 $283K 0.04% -4K -61.1% $99.26 -0.4%
71 VCSH VANGUARD SCOTTSDALE FDS 3,452.0 $274K 0.03% NEW $79.26 -0.5%
72 AXP AMERICAN EXPRESS CO Financial Services 884.0 $268K 0.03% $302.61 +11.7%
73 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,300.0 $247K 0.03% -548.0 -14.2% $74.94 +12.6%
74 CAT CATERPILLAR INC Industrials 335.0 $237K 0.03% NEW $708.46 +39.1%
75 VT VANGUARD INTL EQUITY INDEX F 1,700.0 $235K 0.03% $138.32 +14.0%
76 BSCS INVESCO EXCH TRD SLF IDX FD 11,211.0 $229K 0.03% NEW $20.42 -0.1%
77 FTC FIRST TRUST LRGCP GWT ALPHAD 1,451.0 $224K 0.03% -1K -42.2% $154.15 +24.7%
78 BSCT INVESCO EXCH TRD SLF IDX FD 11,695.0 $218K 0.03% NEW $18.66 -0.4%
79 MOD MODINE MFG CO Consumer Cyclical 1,000.0 $217K 0.03% NEW $216.71 +37.2%
80 BSCU INVESCO EXCH TRD SLF IDX FD 12,857.0 $215K 0.03% NEW $16.72 -0.3%
Page 4 of 5  ·  85 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%