Snider Financial Group

CIK

1820681

Location

BELLEVUE, WA

Portfolio Value

Small $132,471,475

Diversification

Diversified

Filing Date

Global Rank

#4,766 / 8,232 ▼ 125

Top Industry

Software - Infrastructure 18.6%

3Y Alpha vs SPY

+1.8%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

20 quarters · since Jun 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.7%

SPY

+76.5%

Annualised alpha

+1.8%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

−0.9 pts

Top 5

38.1%

−1.8 pts

Top 10

58.9%

+0.4 pts

HHI

483

Diversified−9

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.4%	$52,203,656	13
Healthcare	14.9%	$19,735,985	3
Financial Services	10.8%	$14,312,730	6
Industrials	9.9%	$13,113,271	7
Consumer Cyclical	8.1%	$10,762,496	3
Consumer Defensive	8.1%	$10,761,489	4
Communication Services	6.8%	$9,031,382	2
Basic Materials	1.1%	$1,462,564	3
Unclassified	0.4%	$557,991	1
Utilities	0.2%	$325,080	1
Energy	0.2%	$204,831	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	+1,801	25,178	$4,036,536
CRWD	CrowdStrike Holdings, Inc.	+1,003	10,941	$4,271,475
ANET	Arista Networks, Inc.	+445	17,503	$2,149,018
VEEV	Veeva Systems Inc	+353	20,353	$3,575,207
HEI	Heico Corp	+336	15,052	$4,127,258
META	Meta Platforms, Inc.	+336	14,431	$8,256,408
SPGI	S&P Global Inc.	+264	7,564	$3,217,271
MSFT	Microsoft Corp	+252	36,597	$13,547,111
AVGO	Broadcom Inc.	+166	11,195	$3,464,964
TDG	TransDigm Group INC	+157	3,626	$4,202,388
PEP	Pepsico Inc	+65	2,168	$336,668
NEM	NEWMONT Corp /DE/	+5	2,021	$218,773
V	Visa Inc.	+1	10,964	$3,313,759
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−11,365	29,954	$7,602,025
WMT	Walmart Inc.	−9,411	37,332	$4,639,620
CTVA	Corteva, Inc.	−8,963	8,440	$706,512
DD	DuPont de Nemours, Inc.	−5,748	11,731	$537,279
Q	Qnity Electronics, Inc.	−4,453	3,811	$439,713
SPY	Spdr S&P 500 ETF Trust	−3,401	858	$557,991
SBUX	Starbucks Corp	−3,342	6,515	$583,678
GOOGL	Alphabet Inc.	−3,084	2,695	$774,974
AMZN	Amazon Com Inc	−2,810	46,585	$9,702,257
BAC	Bank Of America Corp /De/	−2,647	17,585	$857,268
SYK	Stryker Corp	−1,760	14,610	$4,800,699
NVDA	Nvidia Corp	−1,736	35,570	$6,203,408
BRK-B	Berkshire Hathaway Inc	−957	3,034	$1,453,892
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−607	18,387	$6,213,886
SAN	Banco Santander, S.A.	−500	23,996	$270,674
COST	Costco Wholesale Corp /New	−491	5,142	$5,123,643
LLY	ELI LILLY & Co	−333	12,351	$11,360,079
GE	General Electric Co	−204	2,897	$822,081
HD	Home Depot, Inc.	−167	1,449	$476,561
MMM	3M Co	−166	3,418	$496,396
KO	Coca Cola Co	−56	8,699	$661,558
JPM	Jpmorgan Chase & Co	−22	17,677	$5,199,866
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NET	Cloudflare, Inc.	10,993	$2,268,295
CTAS	Cintas Corp	13,304	$2,250,238
ASML	Asml Holding NV	1,008	$1,331,396
UI	Ubiquiti Inc.	285	$225,232
CVX	Chevron Corp	990	$204,831
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	12,944	$3,831,553
QQQ	Invesco Qqq Trust, Series 1	3,101	$1,904,975
DOW	Dow Inc.	19,764	$462,082
OUNZ	VanEck Merk Gold ETF	10,532	$436,867
GLD	Spdr Gold Trust	910	$360,642
OXY	Occidental Petroleum Corp /De/	7,932	$326,163
GM	General Motors Co	2,585	$210,212
ADP	Automatic Data Processing Inc	800	$205,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $132,471,475 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	36,597	+252	$13,547,111	−22.9%	10.23%
LLY	ELI LILLY & Co Healthcare	Reduced	12,351	-333	$11,360,079	−16.7%	8.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	46,585	-2,810	$9,702,257	−14.9%	7.32%
META	Meta Platforms, Inc. Communication Services	Added	14,431	+336	$8,256,408	−11.3%	6.23%
AAPL	Apple Inc. Technology	Reduced	29,954	-11,365	$7,602,025	−32.3%	5.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	18,387	-607	$6,213,886	+7.7%	4.69%
NVDA	Nvidia Corp Technology	Reduced	35,570	-1,736	$6,203,408	−10.8%	4.68%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,677	-22	$5,199,866	−8.8%	3.93%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,142	-491	$5,123,643	+5.5%	3.87%
SYK	Stryker Corp Healthcare	Reduced	14,610	-1,760	$4,800,699	−16.6%	3.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	37,332	-9,411	$4,639,620	−10.9%	3.50%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,941	+1,003	$4,271,475	−8.3%	3.22%
TDG	TransDigm Group INC Industrials	Added	3,626	+157	$4,202,388	−8.9%	3.17%
HEI	Heico Corp Industrials	Added	15,052	+336	$4,127,258	−13.3%	3.12%
PANW	Palo Alto Networks Inc Technology	Added	25,178	+1,801	$4,036,536	−6.3%	3.05%
VEEV	Veeva Systems Inc Healthcare	Added	20,353	+353	$3,575,207	−19.9%	2.70%
AVGO	Broadcom Inc. Technology	Added	11,195	+166	$3,464,964	−9.2%	2.62%
V	Visa Inc. Financial Services	Added	10,964	+1	$3,313,759	−13.8%	2.50%
SPGI	S&P Global Inc. Financial Services	Added	7,564	+264	$3,217,271	−15.7%	2.43%
NET	Cloudflare, Inc. Technology	NEW	10,993	NEW	$2,268,295	NEW	1.71%
CTAS	Cintas Corp Industrials	NEW	13,304	NEW	$2,250,238	NEW	1.70%
ANET	Arista Networks, Inc. Technology	Added	17,503	+445	$2,149,018	−3.9%	1.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,034	-957	$1,453,892	−27.5%	1.10%
ASML	Asml Holding NV Technology	NEW	1,008	NEW	$1,331,396	NEW	1.01%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	17,585	-2,647	$857,268	−23.0%	0.65%
GE	General Electric Co Industrials	Reduced	2,897	-204	$822,081	−13.9%	0.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,695	-3,084	$774,974	−57.2%	0.59%
CTVA	Corteva, Inc. Basic Materials	Reduced	8,440	-8,963	$706,512	−39.4%	0.53%
KO	Coca Cola Co Consumer Defensive	Reduced	8,699	-56	$661,558	+8.1%	0.50%
NOC	Northrop Grumman Corp /De/ Industrials	Held	944	0	$644,034	+19.6%	0.49%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,515	-3,342	$583,678	−29.7%	0.44%
GEV	GE Vernova Inc. Industrials	Held	654	0	$570,876	+33.6%	0.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	858	-3,401	$557,991	−80.8%	0.42%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	11,731	-5,748	$537,279	−23.5%	0.41%
MMM	3M Co Industrials	Reduced	3,418	-166	$496,396	−13.5%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,449	-167	$476,561	−14.3%	0.36%
ORCL	Oracle Corp Technology	Held	3,063	0	$450,597	−24.5%	0.34%
Q	Qnity Electronics, Inc. Technology	Reduced	3,811	-4,453	$439,713	−34.8%	0.33%
PEP	Pepsico Inc Consumer Defensive	Added	2,168	+65	$336,668	+11.5%	0.25%
NEE	Nextera Energy Inc Utilities	Held	3,500	0	$325,080	+15.7%	0.25%
SAN	Banco Santander, S.A. Financial Services	Reduced	23,996	-500	$270,674	−5.8%	0.20%
UI	Ubiquiti Inc. Technology	NEW	285	NEW	$225,232	NEW	0.17%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	2,021	+5	$218,773	+8.7%	0.17%
CVX	Chevron Corp Energy	NEW	990	NEW	$204,831	NEW	0.15%