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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHB SCHWAB STRATEGIC TR 8,648,946.0 $217.1M 26.90% -68K -0.8% $25.10 +16.0%
2 VEU VANGUARD INTL EQUITY INDEX F 1,525,762.0 $114.6M 14.20% -144K -8.7% $75.10 +11.7%
3 DALI FIRST TR EXCHANGE-TRADED FD 3,279,576.0 $91.2M 11.31% -290K -8.1% $27.82 +11.8%
4 QVAL EA SERIES TRUST 1,702,272.0 $88.8M 11.00% +158K +10.2% $52.14 +7.7%
5 VWO VANGUARD INTL EQUITY INDEX F 1,101,253.0 $59.5M 7.38% +22K +2.0% $54.05 +10.8%
6 VEA VANGUARD TAX-MANAGED FDS 739,049.0 $47.4M 5.87% +156K +26.6% $64.08 +11.8%
7 IBDS ISHARES TR 614,150.0 $14.9M 1.84% +86K +16.3% $24.24 -0.0%
8 TMB THORNBURG ETF TR 582,838.0 $14.9M 1.84% +32K +5.8% $25.51 -0.4%
9 IBDR ISHARES TR 605,901.0 $14.7M 1.82% +16K +2.8% $24.24 +0.0%
10 PDP INVESCO EXCHANGE TRADED FD T 107,131.0 $12.9M 1.60% -2K -1.7% $120.74 +18.7%
11 NUE NUCOR CORP Basic Materials 76,459.0 $12.9M 1.60% -8K -9.8% $169.10 +47.4%
12 FV FIRST TR EXCHANGE-TRADED FD 198,099.0 $12.0M 1.48% -27K -11.8% $60.44 +19.8%
13 TAFI AB ACTIVE ETFS INC 388,457.0 $9.8M 1.21% +53K +15.8% $25.18 +0.0%
14 IBDT ISHARES TR 385,063.0 $9.8M 1.21% +87K +29.3% $25.33 -0.2%
15 IDCC INTERDIGITAL INC Technology 25,118.0 $7.6M 0.94% $302.00 -17.0%
16 IVV ISHARES TR 10,729.0 $7.0M 0.87% +2K +30.0% $653.19 +16.1%
17 SCHE SCHWAB STRATEGIC TR 198,561.0 $6.5M 0.81% -3K -1.7% $32.95 +10.5%
18 HTRB HARTFORD FDS EXCHANGE TRADED 158,708.0 $5.4M 0.66% +5K +3.6% $33.74 -0.1%
19 IBDU ISHARES TR 222,108.0 $5.2M 0.64% +79K +55.7% $23.26 -0.3%
20 VTI VANGUARD INDEX FDS 15,954.0 $5.1M 0.63% -290.0 -1.8% $320.80 +15.9%
Page 1 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%