1y return+20.4%S&P 500 +20.9%
3y return+45.7%S&P 500 +68.5%
5y return+40.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $208 against $309 in the S&P 500.2
Strid Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHBSchwab Strategic Tr | $248.4M | 27.6% | |
| VEUVanguard Intl Equity Index F | $111.8M | 12.4% | −12.5% |
| QVALEa Series Trust | $101.0M | 11.2% | +7.0% |
| DALIFirst Tr Exchange Traded Fd | $88.8M | 9.9% | −9.0% |
| VEAVanguard Tax-managed Fds | $69.1M | 7.7% | +31.2% |
| VWOVanguard Intl Equity Index F | $67.9M | 7.5% | +3.3% |
| PDPInvesco Exchange Traded Fd T | $16.1M | 1.8% | −1.2% |
| TMBThornburg Etf Tr | $15.2M | 1.7% | +3.1% |
| IBDSIshares Tr | $14.8M | 1.6% | |
| NUENucor Corp | $14.6M | 1.6% | −14.5% |
| FVFirst Tr Exchange Traded Fd | $14.2M | 1.6% | −5.3% |
| IBDTIshares Tr | $13.5M | 1.5% | +38.7% |
| IBDRIshares Tr | $13.1M | 1.4% | −11.1% |
| IBDUIshares Tr | $10.3M | 1.1% | +99.8% |
| TAFIAb Active Etfs Inc | $9.9M | 1.1% | |
| IDCCInterdigital Inc | $7.3M | 0.8% | +2.6% |
| SCHESchwab Strategic Tr | $7.1M | 0.8% | −1.3% |
| IVVIshares Tr | $6.4M | 0.7% | −19.9% |
| VTIVanguard Index Fds | $6.1M | 0.7% | +2.6% |
| IBDVIshares Tr | $5.6M | 0.6% | +179.3% |
| HTRBHartford Fds Exchange Traded | $5.5M | 0.6% | +3.1% |
| HMOPHartford Fds Exchange Traded | $4.2M | 0.5% | +1.3% |
| IDEVIshares Tr | $3.9M | 0.4% | |
| ABBVAbbvie Inc | $2.8M | 0.3% | |
| AAPLApple Inc | $2.3M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FIXComfort Sys Usa Inc | June 30, 2023 | +1107.0% | $1.3M |
| NUENucor Corp | June 30, 2020 | +437.9% | $14.6M |
| IDCCInterdigital Inc | June 30, 2020 | +399.9% | $7.3M |
| Arch Cap Group LtdCUSIP G0450A105 | June 30, 2020 | +238.8% | $1.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $1.5M |
| QVALEa Series Trust | June 30, 2020 | +147.4% | $101.0M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $1.5M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $248.4M |
| FVFirst Tr Exchange Traded Fd | June 30, 2020 | +135.9% | $14.2M |
Sold off last quarter
- AGGIshares Tr was $283K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +4.0% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −12.7% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strid Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1625800&type=13F-HR&dateb=&owner=include&count=40CIK 1625800
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1625800/000162580026000005/Filed July 23, 2026 · accession 0001625800-26-000005