Snider Financial Group
CIK: 0001820681SEC EDGAR →
Portfolio Value
$375.3M
Holdings
108
As of
Q4 2025
New Positions
3
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 62,635 | $42.9M | 11.43% |
| 2 | ISHARES TR | 234,810 | $23.5M | 6.25% |
| 3 | VANGUARD SPECIALIZED FUNDS | 96,663 | $21.2M | 5.66% |
| 4 | MICROSOFT CORP | 36,345 | $17.6M | 4.68% |
| 5 | ISHARES TR | 682,014 | $15.7M | 4.18% |
| 6 | ELI LILLY & CO | 12,684 | $13.6M | 3.63% |
| 7 | AMAZON COM INC | 49,395 | $11.4M | 3.04% |
| 8 | APPLE INC | 41,319 | $11.2M | 2.99% |
| 9 | ALPHABET INC | 34,300 | $10.8M | 2.87% |
| 10 | ISHARES TR | 204,604 | $10.3M | 2.76% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $204.2M | 54.4% |
| Technology | 12 | $62.1M | 16.5% |
| Unknown | 7 | $28.6M | 7.6% |
| Healthcare | 3 | $23.8M | 6.4% |
| Communication Services | 3 | $21.9M | 5.8% |
| Consumer Cyclical | 4 | $13.0M | 3.5% |
| Consumer Defensive | 4 | $11.0M | 2.9% |
| Industrials | 5 | $7.0M | 1.9% |
| Basic Materials | 4 | $2.5M | 0.7% |
| Utilities | 2 | $707K | 0.2% |
| Energy | 1 | $326K | 0.1% |