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Latest Snider Financial Group Stock Portfolio

$414Million | No. of Holdings #102

Snider Financial Group Performance

2026 Q3+3.20%
YTD+9.00%
2025+13.88%

About Snider Financial Group and 13F Hedge Fund Stock Holdings

On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Snider Financial Group reported an equity portfolio of $414.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Snider Financial Group are IJR, MSFT, IJR. The fund has invested 13.5% of it's portfolio in ISHARES TR and 5.7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AOA) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), COLUMBIA ETF TR II (ECON) and HOME DEPOT INC (HD). Snider Financial Group opened new stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), AMGEN INC (AMGN) and NEWMONT CORP (NEM). The fund showed a lot of confidence in some stocks as they added substantially to SPACE EXPLORATION TECHN CORP, CINTAS CORP (CTAS) and SCHWAB STRATEGIC TR (FNDA).
Snider Financial Group Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$414Million
  as of Oct 16, 2026

Snider Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Snider Financial Group made a return of 3.2% in the last quarter. In trailing 12 months, it's portfolio return was 11.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd3,547,290
amgen inc556,393
newmont corp234,252
automatic data processing in206,448
chevron corporation202,168
New stocks bought by Snider Financial Group

Additions

Ticker% Inc.
space exploration techn corp119
cintas corp60.2
schwab strategic tr44.66
nushares etf tr24.12
heico corp new19.14
starbucks corp17.9
ishares tr16.47
broadcom inc8.68
Additions to existing portfolio by Snider Financial Group

Reductions

Ticker% Reduced
vanguard scottsdale fds-37.15
columbia etf tr ii-30.6
home depot inc-24.55
spdr series trust-24.42
fidelity covington trust-20.43
ishares tr-18.99
vanguard index fds-16.13
veeva sys inc-16.06
Snider Financial Group reduced stake in above stock

Sold off

Ticker$ Sold
invesco exchange traded fd t-1,383,930
ishares tr-536,332
vanguard scottsdale fds-243,974
invesco exchange traded fd t-247,830
vanguard scottsdale fds-248,974
caterpillar inc-205,073
Snider Financial Group got rid off the above stocks

Sector Distribution

Snider Financial Group has about 50.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Healthcare
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others50.6
Technology17.8
Utilities6.6
Healthcare5.8
Communication Services5.6
Industrials3.9
Financial Services3.7
Consumer Cyclical3.3
Consumer Defensive2.3

Market Cap. Distribution

Snider Financial Group has about 49.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED50.6
MEGA-CAP37
LARGE-CAP12.4

Stocks belong to which Index?

About 44% of the stocks held by Snider Financial Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others56
S&P 50037.4
RUSSELL 20006.6
Top 5 Winners (%)%
VEEV
veeva sys inc
56.0 %
NET
cloudflare inc
40.9 %
MSFT
microsoft corp
37.0 %
CRWD
crowdstrike hldgs inc
36.0 %
META
meta platforms inc
27.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
6.6 M
META
meta platforms inc
2.7 M
VEEV
veeva sys inc
2.2 M
CRWD
crowdstrike hldgs inc
2.1 M
IJR
ishares tr
1.2 M
Top 5 Losers (%)%
qnity electronics inc
-23.0 %
WAFD
wafd inc
-22.0 %
cerebras systems inc
-19.6 %
ge vernova inc
-19.1 %
TDG
transdigm group inc
-18.6 %
Top 5 Losers ($)$
IJR
ishares tr
-1.1 M
TDG
transdigm group inc
-1.0 M
HEI
heico corp new
-0.9 M
AMPS
ishares tr
-0.8 M
SYK
stryker corporation
-0.6 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 49.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Snider Financial Group last quarter.

$414.76MTotal Value
108Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Snider Financial Group, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Snider Financial Group's holding in Ishares Tr over time
0.46%21,463
$1.92M
0.46%
increased 5.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Snider Financial Group's holding in Ishares Tr over time
0.08%2,155
$315.0K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Snider Financial Group's holding in Ishares Tr over time
2.32%190,832
$9.62M
2.32%
increased 1.49 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Snider Financial Group's holding in Vaneck Etf Trust over time
1.39%144,328
$5.75M
1.39%
increased 3.91 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Snider Financial Group's holding in Vaneck Etf Trust over time
0.99%6,718
$4.09M
0.99%
increased 0.21 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Snider Financial Group's holding in Vaneck Etf Trust over time
0.52%21,003
$2.17M
0.52%
increased 1.17 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Snider Financial Group's holding in Ishares Tr over time
0.05%2,116
$218.1K
0.05%
decreased 4.12 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Snider Financial Group's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Snider Financial Group's holding in Asml Hldg Nv over time
0.44%1,008
$1.83M
0.44%
unchanged 0 percentunchanged
ASX
Ase Technology Hldg Co Ltd

Ase Technology Hldg Co Ltd

ASX
Snider Financial Group's holding in Ase Technology Hldg Co Ltd over time
0.16%15,000
$666.9K
0.16%
unchanged 0 percentunchanged