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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 672.0 $203K 0.03% $302.20 +8.3%
82 FBT FIRST TR EXCHANGE-TRADED FD 1,000.0 $201K 0.03% $200.82 +13.9%
83 MRBK MERIDIAN CORPORATION Financial Services 10,000.0 $190K 0.02% $18.96 +1.5%
84 FMC FMC CORP Basic Materials 10,000.0 $172K 0.02% NEW $17.22 -32.9%
85 TV GRUPO TELEVISA S A B Communication Services 10,000.0 $29K 0.00% $2.91 +2.7%
Page 5 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%