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Latest Snider Financial Group Stock Portfolio

Snider Financial Group Performance:
2025 Q3: 3.75%YTD: 8.45%2024: 11.44%
Performance for 2025 Q3 is 3.75%, and YTD is 8.45%, and 2024 is 11.44%.

About Snider Financial Group and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Snider Financial Group reported an equity portfolio of $366.6 Millions as of 30 Sep, 2025.

The top stock holdings of Snider Financial Group are IJR, IJR, VIG. The fund has invested 10.9% of it's portfolio in ISHARES TR and 6.4% of portfolio in ISHARES TR.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), ISHARES TR (AAXJ) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), ISHARES INC (ACWV) and DIREXION SHS ETF TR (BRZU). Snider Financial Group opened new stock positions in ARISTA NETWORKS INC (ANET), ISHARES TR (IJR) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to HEICO CORP NEW (HEI), CROWDSTRIKE HLDGS INC (CRWD) and COLUMBIA ETF TR I (DIAL).

Snider Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Snider Financial Group made a return of 3.75% in the last quarter. In trailing 12 months, it's portfolio return was 8.7%.

New Buys

Ticker$ Bought
arista networks inc2,369,100
ishares tr213,606
tesla inc209,018
New stocks bought by Snider Financial Group

Additions

Ticker% Inc.
heico corp new17.89
crowdstrike hldgs inc14.98
columbia etf tr i9.27
palo alto networks inc9.1
transdigm group inc8.83
3m co8.34
alphabet inc7.51
eli lilly & co6.78
Additions to existing portfolio by Snider Financial Group

Reductions

Ticker% Reduced
pfizer inc-15.94
ishares inc-15.12
direxion shs etf tr-14.7
broadcom inc-14.26
vanguard index fds-13.74
starbucks corp-12.75
walmart inc-12.71
abbvie inc-11.51
Snider Financial Group reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-474,518
unitedhealth group inc-2,191,370
nike inc-236,408
cisco sys inc-209,148
Snider Financial Group got rid off the above stocks

Sector Distribution

Snider Financial Group has about 54.7% of it's holdings in Others sector.

Sector%
Others54.7
Technology15.8
Communication Services5.8
Healthcare5.4
Utilities4.4
Financial Services3.5
Consumer Cyclical3.4
Consumer Defensive3.1
Industrials3

Market Cap. Distribution

Snider Financial Group has about 41% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED54.7
MEGA-CAP29.1
LARGE-CAP11.9
SMALL-CAP4.3

Stocks belong to which Index?

About 41.6% of the stocks held by Snider Financial Group either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others58.4
S&P 50037.3
RUSSELL 20004.3
Top 5 Winners (%)%
GOOG
alphabet inc
37.3 %
GOOG
alphabet inc
34.4 %
ORCL
oracle corp
28.6 %
ABBV
abbvie inc
24.8 %
AAPL
apple inc
24.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.9 M
IJR
ishares tr
2.9 M
AAPL
apple inc
2.2 M
NVDA
nvidia corporation
1.1 M
XLB
select sector spdr tr
0.9 M
Top 5 Losers (%)%
DOW
dow inc
-13.3 %
TDG
transdigm group inc
-12.4 %
NFLX
netflix inc
-10.5 %
CTVA
corteva inc
-9.2 %
SBUX
starbucks corp
-7.7 %
Top 5 Losers ($)$
TDG
transdigm group inc
-0.6 M
COST
costco whsl corp new
-0.4 M
SYK
stryker corporation
-0.3 M
SPGI
s&p global inc
-0.2 M
LLY
eli lilly & co
-0.2 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 115 stocks in it's portfolio. About 46.1% of the portfolio is in top 10 stocks. TDG proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Snider Financial Group last quarter.

Last Reported on: 07 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions