Snider Financial Group

CIK

1820681

Location

BELLEVUE, WA

Portfolio Value

Small $162,106,073

Diversification

Diversified

Filing Date

Global Rank

#2,053 / 4,286 ▲ 2715

Top Industry

Software - Infrastructure 18.9%

3Y Alpha vs SPY

+6.2%

Period ended 37 days ago

Filed Jul 14, 2026 · 23d

21 quarters · since Jun 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+107.5%

SPY

+78.8%

Annualised alpha

+6.2%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.0%

+1.3 pts

Top 5

38.8%

+1.1 pts

Top 10

58.4%

−1.0 pts

HHI

484

Diversified+3

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.9%	$71,232,920	19
Healthcare	14.3%	$23,261,559	3
Financial Services	10.2%	$16,529,706	7
Industrials	9.8%	$15,932,495	8
Consumer Cyclical	8.0%	$13,040,004	3
Communication Services	6.6%	$10,730,997	2
Consumer Defensive	6.0%	$9,713,414	4
Basic Materials	0.4%	$716,308	1
Unclassified	0.4%	$641,475	1
Utilities	0.2%	$307,195	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+11,056	47,653	$17,775,522
AVGO	Broadcom Inc.	+3,908	15,103	$5,705,158
ANET	Arista Networks, Inc.	+3,675	21,178	$3,597,718
AMZN	Amazon Com Inc	+3,629	50,214	$11,968,004
META	Meta Platforms, Inc.	+3,404	17,835	$10,046,277
SPGI	S&P Global Inc.	+2,207	9,771	$3,764,746
ORCL	Oracle Corp	+2,100	5,163	$756,637
VEEV	Veeva Systems Inc	+1,683	22,036	$3,910,728
CTAS	Cintas Corp	+657	13,961	$2,374,486
SYK	Stryker Corp	+649	15,259	$4,804,143
HEI	Heico Corp	+592	15,644	$5,572,236
V	Visa Inc.	+558	11,522	$3,953,082
NET	Cloudflare, Inc.	+457	11,450	$2,808,456
JPM	Jpmorgan Chase & Co	+352	18,029	$5,901,432
TDG	TransDigm Group INC	+249	3,875	$5,161,655
SAN	Banco Santander, S.A.	+83	24,079	$332,290
COST	Costco Wholesale Corp /New	+27	5,169	$4,835,444
CTVA	Corteva, Inc.	+18	8,458	$716,308
Q	Qnity Electronics, Inc.	+2	3,813	$622,701
HD	Home Depot, Inc.	+1	1,450	$511,386
SPY	Spdr S&P 500 ETF Trust	+1	859	$641,475
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−32,308	1,916	$684,720
AAPL	Apple Inc.	−8,544	21,410	$6,195,197
PANW	Palo Alto Networks Inc	−3,635	21,543	$7,346,593
CRWD	CrowdStrike Holdings, Inc.	−3,246	7,695	$1,468,090
WMT	Walmart Inc.	−3,097	34,235	$3,877,456
BAC	Bank Of America Corp /De/	−2,639	14,946	$851,623
NVDA	Nvidia Corp	−2,446	33,124	$6,627,781
SBUX	Starbucks Corp	−1,029	5,486	$560,614
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−568	17,819	$8,509,819
GE	General Electric Co	−517	2,380	$889,477
BRK-B	Berkshire Hathaway Inc	−365	2,671	$1,336,541
MMM	3M Co	−290	3,128	$506,454
LLY	ELI LILLY & Co	−223	12,128	$14,546,688
NOC	Northrop Grumman Corp /De/	−52	892	$454,304
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MPWR	Monolithic Power Systems, Inc.	2,932	$4,053,079
CBRS	Cerebras Systems Inc.	4,000	$884,000
MU	Micron Technology Inc	753	$869,180
MRVL	Marvell Technology, Inc.	2,320	$691,104
ASX	ASE Technology Holding Co., Ltd.	15,000	$676,800
CRWV	CoreWeave, Inc.	4,110	$409,109
WAFD	Wafd Inc	10,164	$389,992
AMD	Advanced Micro Devices Inc	397	$230,621
CAT	Caterpillar Inc	193	$205,525
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DD	DuPont de Nemours, Inc.	11,731	$537,279
UI	Ubiquiti Inc.	285	$225,232
NEM	NEWMONT Corp /DE/	2,021	$218,773
CVX	Chevron Corp	990	$204,831
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $162,106,073 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	47,653	+11,056	$17,775,522	+31.2%	10.97%
LLY	ELI LILLY & Co Healthcare	Reduced	12,128	-223	$14,546,688	+28.1%	8.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,214	+3,629	$11,968,004	+23.4%	7.38%
META	Meta Platforms, Inc. Communication Services	Added	17,835	+3,404	$10,046,277	+21.7%	6.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	17,819	-568	$8,509,819	+36.9%	5.25%
PANW	Palo Alto Networks Inc Technology	Reduced	21,543	-3,635	$7,346,593	+82.0%	4.53%
NVDA	Nvidia Corp Technology	Reduced	33,124	-2,446	$6,627,781	+6.8%	4.09%
AAPL	Apple Inc. Technology	Reduced	21,410	-8,544	$6,195,197	−18.5%	3.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,029	+352	$5,901,432	+13.5%	3.64%
AVGO	Broadcom Inc. Technology	Added	15,103	+3,908	$5,705,158	+64.7%	3.52%
HEI	Heico Corp Industrials	Added	15,644	+592	$5,572,236	+35.0%	3.44%
TDG	TransDigm Group INC Industrials	Added	3,875	+249	$5,161,655	+22.8%	3.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,169	+27	$4,835,444	−5.6%	2.98%
SYK	Stryker Corp Healthcare	Added	15,259	+649	$4,804,143	+0.1%	2.96%
MPWR	Monolithic Power Systems, Inc. Technology	NEW	2,932	NEW	$4,053,079	NEW	2.50%
V	Visa Inc. Financial Services	Added	11,522	+558	$3,953,082	+19.3%	2.44%
VEEV	Veeva Systems Inc Healthcare	Added	22,036	+1,683	$3,910,728	+9.4%	2.41%
WMT	Walmart Inc. Consumer Defensive	Reduced	34,235	-3,097	$3,877,456	−16.4%	2.39%
SPGI	S&P Global Inc. Financial Services	Added	9,771	+2,207	$3,764,746	—	2.32%
ANET	Arista Networks, Inc. Technology	Added	21,178	+3,675	$3,597,718	+67.4%	2.22%
NET	Cloudflare, Inc. Technology	Added	11,450	+457	$2,808,456	+23.8%	1.73%
CTAS	Cintas Corp Industrials	Added	13,961	+657	$2,374,486	+5.5%	1.46%
ASML	Asml Holding NV Technology	Held	1,008	0	$2,005,355	+50.6%	1.24%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	7,695	-3,246	$1,468,090	−65.6%	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,671	-365	$1,336,541	−53.8%	0.82%
GE	General Electric Co Industrials	Reduced	2,380	-517	$889,477	+8.2%	0.55%
CBRS	Cerebras Systems Inc. Technology	NEW	4,000	NEW	$884,000	NEW	0.55%
MU	Micron Technology Inc Technology	NEW	753	NEW	$869,180	NEW	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,946	-2,639	$851,623	−0.7%	0.53%
GEV	GE Vernova Inc. Industrials	Held	654	0	$768,358	+34.6%	0.47%
ORCL	Oracle Corp Technology	Added	5,163	+2,100	$756,637	+67.9%	0.47%
CTVA	Corteva, Inc. Basic Materials	Added	8,458	+18	$716,308	+1.4%	0.44%
KO	Coca Cola Co Consumer Defensive	Held	8,699	0	$706,967	+6.9%	0.44%
MRVL	Marvell Technology, Inc. Technology	NEW	2,320	NEW	$691,104	NEW	0.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,916	-32,308	$684,720	−93.0%	0.42%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	15,000	NEW	$676,800	NEW	0.42%
SPY	Spdr S&P 500 ETF Trust	Added	859	+1	$641,475	+15.0%	0.40%
Q	Qnity Electronics, Inc. Technology	Added	3,813	+2	$622,701	+41.6%	0.38%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,486	-1,029	$560,614	−4.0%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,450	+1	$511,386	+7.3%	0.32%
MMM	3M Co Industrials	Reduced	3,128	-290	$506,454	+2.0%	0.31%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	892	-52	$454,304	−29.5%	0.28%
CRWV	CoreWeave, Inc. Technology	NEW	4,110	NEW	$409,109	NEW	0.25%
WAFD	Wafd Inc Financial Services	NEW	10,164	NEW	$389,992	NEW	0.24%
SAN	Banco Santander, S.A. Financial Services	Added	24,079	+83	$332,290	+22.8%	0.20%
NEE	Nextera Energy Inc Utilities	Held	3,500	0	$307,195	−5.5%	0.19%
PEP	Pepsico Inc Consumer Defensive	Held	2,168	0	$293,547	−12.8%	0.18%
AMD	Advanced Micro Devices Inc Technology	NEW	397	NEW	$230,621	NEW	0.14%
CAT	Caterpillar Inc Industrials	NEW	193	NEW	$205,525	NEW	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.