Latest Snider Financial Group Stock Portfolio

Snider Financial Group Performance:

2026 Q1: -5.03%YTD: -5.03%2025: 13.88%

Performance for 2026 Q1 is -5.03%, and YTD is -5.03%, and 2025 is 13.88%.

About Snider Financial Group and 13F Hedge Fund Stock Holdings

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Snider Financial Group reported an equity portfolio of $331.4 Millions as of 31 Mar, 2026.

The top stock holdings of Snider Financial Group are IJR, IJR, VIG. The fund has invested 12.9% of it's portfolio in ISHARES TR and 6.1% of portfolio in ISHARES TR.

The fund managers got completely rid off AUTODESK INC (ADSK), ISHARES TR (ACWF) and INVESCO QQQ TR (QQQ) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), STATE STR SPDR S&P 500 ETF T (SPY) and QNITY ELECTRONICS INC. Snider Financial Group opened new stock positions in SELECT SECTOR SPDR TR (XLB), CLOUDFLARE INC (NET) and CINTAS CORP (CTAS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), NUSHARES ETF TR (NDVG) and ISHARES TR (AAXJ).

Snider Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Snider Financial Group made a return of -5.03% in the last quarter. In trailing 12 months, it's portfolio return was 11.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
select sector spdr tr	2,279,640
cloudflare inc	2,268,300
cintas corp	2,250,240
asml hldg nv	1,331,400
ishares tr	291,957
nushares etf tr	252,449
ubiquiti inc	225,233
ishares tr	215,672

New stocks bought by Snider Financial Group

Additions

Ticker	% Inc.
ishares tr	127
nushares etf tr	32.16
ishares tr	19.13
vanguard scottsdale fds	18.56
columbia etf tr i	12.37
vanguard mun bd fds	11.94
crowdstrike hldgs inc	10.09
palo alto networks inc	7.7

Additions to existing portfolio by Snider Financial Group

Reductions

Ticker	% Reduced
spdr series trust	-94.14
state str spdr s&p 500 etf t	-79.85
qnity electronics inc	-53.88
alphabet inc	-53.37
corteva inc	-51.5
vanguard whitehall fds	-48.32
ishares tr	-40.00
ishares tr	-37.87

Snider Financial Group reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-3,148,280
dow inc	-462,085
autodesk inc	-3,831,550
fidelity covington trust	-334,763
vaneck merk gold etf	-436,867
occidental pete corp	-326,153
select sector spdr tr	-228,596
ishares tr	-251,947

Snider Financial Group got rid off the above stocks

Sector Distribution

Snider Financial Group has about 54.3% of it's holdings in Others sector.

Sector	%
Others	54.3
Technology	13.3
Utilities	6.3
Healthcare	6
Communication Services	5.5
Industrials	3.8
Financial Services	3.8
Consumer Defensive	3.2
Consumer Cyclical	3.2

Market Cap. Distribution

Snider Financial Group has about 39.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	54.3
MEGA-CAP	27.8
LARGE-CAP	11.7
MID-CAP	6.2

Stocks belong to which Index?

About 41.3% of the stocks held by Snider Financial Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58.7
S&P 500	35.1
RUSSELL 2000	6.2

Top 5 Winners (%)		%
	ge vernova inc	33.6 %
	qnity electronics inc	30.2 %
NOC	northrop grumman corp	19.8 %
CTVA	corteva inc	18.5 %
NEE	nextera energy inc	15.7 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	0.7 M
TSM	taiwan semiconductor manufac	0.6 M
WMT	walmart inc	0.5 M
CTVA	corteva inc	0.2 M
AFK	vaneck etf trust	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-23.4 %
VEEV	veeva sys inc	-21.2 %
SPGI	s&p global inc	-18.3 %
CRWD	crowdstrike hldgs inc	-16.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.1 M
IJR	ishares tr	-2.0 M
LLY	eli lilly & co	-1.9 M
META	meta platforms inc	-1.3 M
AMZN	amazon com inc	-1.1 M

Snider Financial Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Snider Financial Group

Snider Financial Group has 102 stocks in it's portfolio. About 48.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Snider Financial Group last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.29	29,954	7,602,060	reduced	-27.51

AAXJ	ishares tr	2.40	83,684	7,945,750	added	7.13

AAXJ	ishares tr	0.08	2,155	261,164	added	19.13

ACWF	ishares tr	2.69	176,302	8,924,420	reduced	-13.83

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	1.00	8,640	3,312,420	reduced	-4.14

AFK	vaneck etf trust	0.77	19,220	2,559,960	reduced	-12.39

AGT	ishares tr	0.06	2,256	215,672	new

AMPS	ishares tr	5.08	734,182	16,820,100	added	7.65

AMPS	ishares tr	0.84	26,912	2,783,500	added	6.14

AMPS	ishares tr	0.33	11,730	1,087,800	added	4.75

AMZN	amazon com inc	2.93	46,585	9,702,260	reduced	-5.69

ANET	arista networks inc	0.65	17,503	2,149,020	added	2.61

ASML	asml hldg nv	0.40	1,008	1,331,400	new

AVGO	broadcom inc	1.05	11,195	3,464,900	added	1.51

BAC	bank america corp	0.26	17,585	857,254	reduced	-13.08

BBAX	j p morgan exchange traded f	1.42	82,894	4,698,460	added	5.75