Snider Financial Group

CIK

1820681

Location

BELLEVUE, WA

Portfolio Value

Small $129,267,868

Diversification

Diversified

Filing Date

Global Rank

#5,157 / 8,605 ▼ 239 · as of Mar 2026

Top Industry

Software - Infrastructure 16.6%

3Y Alpha vs SPY

+2.9%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

20 quarters · since Jun 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+89.6%

SPY

+76.5%

Annualised alpha

+2.9%

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

10.5%

−0.9 pts

Top 5

39.0%

−1.8 pts

Top 10

60.3%

+0.5 pts

HHI

497

Diversified−9

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.9%	$49,000,049	13
Healthcare	15.3%	$19,735,985	3
Financial Services	11.1%	$14,312,730	6
Industrials	10.1%	$13,113,271	7
Consumer Cyclical	8.3%	$10,762,496	3
Consumer Defensive	8.3%	$10,761,489	4
Communication Services	7.0%	$9,031,382	2
Basic Materials	1.1%	$1,462,564	3
Unclassified	0.4%	$557,991	1
Utilities	0.3%	$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	$1,067,868
ANET	Arista Networks, Inc.	+445	17,503	$2,149,018
VEEV	Veeva Systems Inc	+353	20,353	$3,575,207
META	Meta Platforms, Inc.	+336	14,431	$8,256,408
HEI	Heico Corp	+336	15,052	$4,127,258
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 · $129,267,868 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%	10.48%
LLY	ELI LILLY & Co Healthcare	Reduced	12,351	-333	$11,360,079	−16.7%	8.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	46,585	-2,810	$9,702,257	−14.9%	7.51%
META	Meta Platforms, Inc. Communication Services	Added	14,431	+336	$8,256,408	−11.3%	6.39%
AAPL	Apple Inc. Technology	Reduced	29,954	-11,365	$7,602,025	−32.3%	5.88%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	18,387	-607	$6,213,886	+7.7%	4.81%
NVDA	Nvidia Corp Technology	Reduced	35,570	-1,736	$6,203,408	−10.8%	4.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,677	-22	$5,199,866	−8.8%	4.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,142	-491	$5,123,643	+5.5%	3.96%
SYK	Stryker Corp Healthcare	Reduced	14,610	-1,760	$4,800,699	−16.6%	3.71%
WMT	Walmart Inc. Consumer Defensive	Reduced	37,332	-9,411	$4,639,620	−10.9%	3.59%
TDG	TransDigm Group INC Industrials	Added	3,626	+157	$4,202,388	−8.9%	3.25%
HEI	Heico Corp Industrials	Added	15,052	+336	$4,127,258	−13.3%	3.19%
PANW	Palo Alto Networks Inc Technology	Added	25,178	+1,801	$4,036,536	−6.3%	3.12%
VEEV	Veeva Systems Inc Healthcare	Added	20,353	+353	$3,575,207	−19.9%	2.77%
AVGO	Broadcom Inc. Technology	Added	11,195	+166	$3,464,964	−9.2%	2.68%
V	Visa Inc. Financial Services	Added	10,964	+1	$3,313,759	−13.8%	2.56%
SPGI	S&P Global Inc. Financial Services	Added	7,564	+264	$3,217,271	−15.7%	2.49%
NET	Cloudflare, Inc. Technology	NEW	10,993	NEW	$2,268,295	NEW	1.75%
CTAS	Cintas Corp Industrials	NEW	13,304	NEW	$2,250,238	NEW	1.74%
ANET	Arista Networks, Inc. Technology	Added	17,503	+445	$2,149,018	−3.9%	1.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,034	-957	$1,453,892	−27.5%	1.12%
ASML	Asml Holding NV Technology	NEW	1,008	NEW	$1,331,396	NEW	1.03%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,941	+1,003	$1,067,868	−8.3%	0.83%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	17,585	-2,647	$857,268	−23.0%	0.66%
GE	General Electric Co Industrials	Reduced	2,897	-204	$822,081	−13.9%	0.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,695	-3,084	$774,974	−57.2%	0.60%
CTVA	Corteva, Inc. Basic Materials	Reduced	8,440	-8,963	$706,512	−39.4%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	8,699	-56	$661,558	+8.1%	0.51%
NOC	Northrop Grumman Corp /De/ Industrials	Held	944	0	$644,034	+19.6%	0.50%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,515	-3,342	$583,678	−29.7%	0.45%
GEV	GE Vernova Inc. Industrials	Held	654	0	$570,876	+33.6%	0.44%
SPY	Spdr S&P 500 ETF Trust	Reduced	858	-3,401	$557,991	−80.8%	0.43%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	11,731	-5,748	$537,279	−23.5%	0.42%
MMM	3M Co Industrials	Reduced	3,418	-166	$496,396	−13.5%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,449	-167	$476,561	−14.3%	0.37%
ORCL	Oracle Corp Technology	Held	3,063	0	$450,597	−24.5%	0.35%
Q	Qnity Electronics, Inc. Technology	Reduced	3,811	-4,453	$439,713	−34.8%	0.34%
PEP	Pepsico Inc Consumer Defensive	Added	2,168	+65	$336,668	+11.5%	0.26%
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%	0.21%
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	0.16%