Strid Group, LLC

13F filer · CIK 0001625800

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$901MU.S. long equity reported on 13F

Positions477 new · 0 closed

Net flow last quarter-$462KBuys minus sells

Top 10 positions weight4.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202647 positions
NUENucor Corp	$14.6M	1.62%	0.03%	-14.5%	Q4 2015
IDCCInterDigital, Inc.	$7.29M	0.81%	0.10%	+2.6%	Q4 2015
IDEVEndo Pharmaceuticals Solutions Inc.	$3.92M	0.44%	Not reported	+0.6%	Q4 2022
ABBVAbbVie Inc.	$2.77M	0.31%	0.00%	Not reported	Q2 2025
AAPLApple Inc.	$2.31M	0.26%	0.00%	+0.9%	Q4 2015
INCYIncyte Corp	$1.66M	0.18%	0.01%	Not reported	Q2 2025
ACGLArch Capital Group Ltd.	$1.51M	0.17%	0.00%	Not reported	Q2 2018
SPYSPDR S&P 500 ETF Trust	$1.48M	0.16%	Not reported	+0.6%	Q4 2015
BRK.BBerkshire Hathaway Inc	$1.45M	0.16%	Not reported	+2.2%	Q4 2015
SYFSynchrony Financial	$1.45M	0.16%	0.01%	+0.3%	Q2 2025
MDGLMadrigal Pharmaceuticals, Inc.	$1.34M	0.15%	0.01%	Not reported	Q2 2025
FIXComfort Systems USA Inc	$1.28M	0.14%	0.00%	+19.0%	Q2 2022
VRTXVertex Pharmaceuticals Inc / Ma	$1.24M	0.14%	0.00%	Not reported	Q2 2025
PMPhilip Morris International Inc.	$1.17M	0.13%	0.00%	Not reported	Q4 2025
BLKBlackRock, Inc.	$1.05M	0.12%	0.00%	-13.4%	Q3 2025
NVDANvidia Corp	$1.05M	0.12%	0.00%	+2.2%	Q1 2024
JPMJPMorgan Chase & Co	$946K	0.11%	0.00%	0.0%	Q3 2017
CMCSAComcast Corp	$835K	0.09%	0.00%	-2.2%	Q4 2024
DISWalt Disney Co	$796K	0.09%	0.00%	Not reported	Q2 2019
BRK.ABerkshire Hathaway Inc	$749K	0.08%	Not reported	Not reported	Q1 2025
COSTCostco Wholesale Corp	$713K	0.08%	0.00%	Not reported	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$479K	0.05%	0.00%	Not reported	Q2 2017
GOOGAlphabet Inc.	$462K	0.05%	Not reported	+9.2%	Q1 2021
AMZNAmazon Com Inc	$432K	0.05%	0.00%	+5.8%	Q4 2016
XOMExxonMobil Holdings Corp	$422K	0.05%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$404K	0.04%	0.00%	-4.5%	Q4 2024
WSFSWSFS Financial Corp	$392K	0.04%	0.01%	Not reported	Q2 2025
MSFTMicrosoft Corp	$387K	0.04%	0.00%	-2.4%	Q2 2019
CATCaterpillar Inc	$357K	0.04%	0.00%	Not reported	Q1 2026
GOOGLAlphabet Inc.	$353K	0.04%	0.00%	-3.9%	Q3 2024
DEDeere & Co	$336K	0.04%	0.00%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$318K	0.04%	Not reported	Not reported	Q2 2018
AXPAmerican Express Co	$299K	0.03%	0.00%	+0.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$286K	0.03%	Not reported	Not reported	Q4 2020
VVisa Inc.	$275K	0.03%	0.00%	+19.1%	Q4 2024
OLEDUniversal Display Corp \pa\	$273K	0.03%	0.01%	Not reported	Q2 2016
MODModine Manufacturing Co	$267K	0.03%	0.00%	Not reported	Q1 2024
GLWCorning Inc	$240K	0.03%	0.00%	New	Q2 2026
OKTAOkta, Inc.	$236K	0.03%	Not reported	Not reported	Q2 2020
MSMorgan Stanley	$234K	0.03%	0.00%	New	Q2 2026
TIGOMillicom International Cellular SA	$227K	0.03%	0.00%	-24.2%	Q4 2025
MARMarriott International Inc	$225K	0.02%	0.00%	Not reported	Q4 2025
CRCrane Co	$223K	0.02%	0.00%	New	Q2 2026
STTState Street Corp	$220K	0.02%	0.00%	New	Q2 2026
MRBKMeridian Corp	$200K	0.02%	0.08%	Not reported	Q1 2024
FMCFMC Corp	$115K	0.01%	0.01%	Not reported	Q1 2026
TVGrupo Televisa, S.A.B.	$67.8K	0.01%	Not reported	+150.0%	Q3 2025
Q1 2026Reported Apr 29, 202640 positions
NUENucor Corp	$12.9M	1.60%	0.03%	-9.8%	Q4 2015
IDCCInterDigital, Inc.	$7.59M	0.94%	0.10%	Not reported	Q4 2015
IDEVEndo Pharmaceuticals Solutions Inc.	$3.66M	0.45%	Not reported	-8.1%	Q4 2022
ABBVAbbVie Inc.	$2.4M	0.30%	0.00%	-0.2%	Q2 2025
AAPLApple Inc.	$2.01M	0.25%	0.00%	-13.5%	Q4 2015
ACGLArch Capital Group Ltd.	$1.5M	0.19%	0.00%	+29.9%	Q2 2018
INCYIncyte Corp	$1.38M	0.17%	0.01%	-1.8%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.36M	0.17%	Not reported	-0.9%	Q4 2015
MDGLMadrigal Pharmaceuticals, Inc.	$1.31M	0.16%	0.01%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.28M	0.16%	Not reported	-11.2%	Q4 2015
SYFSynchrony Financial	$1.28M	0.16%	0.01%	-13.5%	Q2 2025
BLKBlackRock, Inc.	$1.22M	0.15%	0.00%	+33.5%	Q3 2025
VRTXVertex Pharmaceuticals Inc / Ma	$1.12M	0.14%	0.00%	Not reported	Q2 2025
PMPhilip Morris International Inc.	$1.07M	0.13%	0.00%	Not reported	Q4 2025
CMCSAComcast Corp	$998K	0.12%	0.00%	+47.4%	Q4 2024
NVDANvidia Corp	$894K	0.11%	0.00%	-4.7%	Q1 2024
JPMJPMorgan Chase & Co	$850K	0.11%	0.00%	-2.1%	Q3 2017
DISWalt Disney Co	$798K	0.10%	0.00%	Not reported	Q2 2019
COSTCostco Wholesale Corp	$759K	0.09%	0.00%	-1.9%	Q4 2024
FIXComfort Systems USA Inc	$749K	0.09%	0.00%	-45.7%	Q2 2022
BRK.ABerkshire Hathaway Inc	$718K	0.09%	Not reported	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$524K	0.06%	0.00%	+6.0%	Q4 2022
MRSHMarsh & Mclennan Companies, Inc.	$498K	0.06%	0.00%	Not reported	Q2 2017
MSFTMicrosoft Corp	$393K	0.05%	0.00%	-12.2%	Q2 2019
AMZNAmazon Com Inc	$356K	0.04%	0.00%	-4.2%	Q4 2016
GOOGAlphabet Inc.	$343K	0.04%	Not reported	Not reported	Q1 2021
WSFSWSFS Financial Corp	$334K	0.04%	0.01%	Not reported	Q2 2025
LLYELI LILLY & Co	$325K	0.04%	0.00%	+7.3%	Q4 2024
METAMeta Platforms, Inc.	$323K	0.04%	Not reported	-5.0%	Q2 2018
DEDeere & Co	$299K	0.04%	0.00%	Not reported	Q3 2025
GOOGLAlphabet Inc.	$295K	0.04%	0.00%	-5.5%	Q3 2024
OLEDUniversal Display Corp \pa\	$289K	0.04%	0.01%	Not reported	Q2 2016
AXPAmerican Express Co	$268K	0.03%	0.00%	Not reported	Q1 2025
TIGOMillicom International Cellular SA	$247K	0.03%	0.00%	-14.2%	Q4 2025
CATCaterpillar Inc	$237K	0.03%	0.00%	New	Q1 2026
MODModine Manufacturing Co	$217K	0.03%	0.00%	Not reported	Q1 2024
VVisa Inc.	$203K	0.03%	0.00%	Not reported	Q4 2024
MRBKMeridian Corp	$190K	0.02%	0.08%	Not reported	Q1 2024
FMCFMC Corp	$172K	0.02%	0.01%	New	Q1 2026
TVGrupo Televisa, S.A.B.	$29.1K	0.00%	Not reported	Not reported	Q3 2025
Q4 2025Reported Jan 26, 202642 positions
NUENucor Corp	$13.8M	1.72%	0.04%	-11.0%	Q4 2015
IDCCInterDigital, Inc.	$8M	1.00%	0.10%	Not reported	Q4 2015
IDEVEndo Pharmaceuticals Solutions Inc.	$3.93M	0.49%	Not reported	+1.8%	Q4 2022
ABBVAbbVie Inc.	$2.52M	0.31%	0.00%	+0.2%	Q2 2025
AAPLApple Inc.	$2.49M	0.31%	0.00%	+1.6%	Q4 2015
SYFSynchrony Financial	$1.82M	0.23%	0.01%	+0.4%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.52M	0.19%	Not reported	+9.9%	Q4 2015
INCYIncyte Corp	$1.47M	0.18%	0.01%	+1.8%	Q2 2025
MDGLMadrigal Pharmaceuticals, Inc.	$1.46M	0.18%	0.01%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.44M	0.18%	Not reported	Not reported	Q4 2015
ACGLArch Capital Group Ltd.	$1.15M	0.14%	0.00%	-8.3%	Q2 2018
VRTXVertex Pharmaceuticals Inc / Ma	$1.13M	0.14%	0.00%	Not reported	Q2 2025
PMPhilip Morris International Inc.	$1.03M	0.13%	0.00%	New	Q4 2025
BLKBlackRock, Inc.	$1.02M	0.13%	0.00%	+1.1%	Q3 2025
NVDANvidia Corp	$1M	0.12%	0.00%	+43.3%	Q1 2024
JPMJPMorgan Chase & Co	$951K	0.12%	0.00%	+2.2%	Q3 2017
DISWalt Disney Co	$941K	0.12%	0.00%	Not reported	Q2 2019
FIXComfort Systems USA Inc	$933K	0.12%	0.00%	-21.3%	Q2 2022
BRK.ABerkshire Hathaway Inc	$755K	0.09%	Not reported	Not reported	Q1 2025
CMCSAComcast Corp	$705K	0.09%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$670K	0.08%	0.00%	+136.2%	Q4 2024
MSFTMicrosoft Corp	$584K	0.07%	0.00%	+2.6%	Q2 2019
MRSHMarsh & Mclennan Companies, Inc.	$533K	0.07%	0.00%	Not reported	Q2 2017
AMZNAmazon Com Inc	$412K	0.05%	0.00%	+4.4%	Q4 2016
METAMeta Platforms, Inc.	$393K	0.05%	Not reported	+5.3%	Q2 2018
GOOGAlphabet Inc.	$376K	0.05%	Not reported	-7.0%	Q1 2021
OLEDUniversal Display Corp \pa\	$369K	0.05%	0.01%	Not reported	Q2 2016
LLYELI LILLY & Co	$354K	0.04%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$351K	0.04%	0.00%	+58.1%	Q4 2022
GOOGLAlphabet Inc.	$340K	0.04%	0.00%	+16.3%	Q3 2024
AXPAmerican Express Co	$327K	0.04%	0.00%	Not reported	Q1 2025
MOAltria Group, Inc.	$303K	0.04%	0.00%	New	Q4 2025
WSFSWSFS Financial Corp	$282K	0.04%	0.01%	Not reported	Q2 2025
PKSTPeakstone Realty Trust	$250K	0.03%	0.05%	Not reported	Q2 2023
DEDeere & Co	$247K	0.03%	0.00%	-10.2%	Q3 2025
VVisa Inc.	$236K	0.03%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$235K	0.03%	0.00%	New	Q4 2025
TIGOMillicom International Cellular SA	$213K	0.03%	0.00%	New	Q4 2025
MLIMueller Industries Inc	$207K	0.03%	0.00%	-18.2%	Q3 2025
KKRKKR & Co. Inc.	$204K	0.03%	0.00%	Not reported	Q3 2025
MRBKMeridian Corp	$176K	0.02%	0.08%	Not reported	Q1 2024
TVGrupo Televisa, S.A.B.	$29.1K	0.00%	Not reported	Not reported	Q3 2025
Q3 2025Reported Oct 15, 202537 positions
NUENucor Corp	$12.9M	1.64%	0.04%	+72.0%	Q4 2015
IDCCInterDigital, Inc.	$8.67M	1.10%	0.10%	-0.4%	Q4 2015
IDEVEndo Pharmaceuticals Solutions Inc.	$3.75M	0.48%	Not reported	Not reported	Q4 2022
ABBVAbbVie Inc.	$2.55M	0.32%	0.00%	0.0%	Q2 2025
AAPLApple Inc.	$2.29M	0.29%	0.00%	+14.0%	Q4 2015
SYFSynchrony Financial	$1.54M	0.20%	0.01%	+14.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.44M	0.18%	Not reported	-0.1%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$1.35M	0.17%	Not reported	+0.3%	Q4 2015
INCYIncyte Corp	$1.24M	0.16%	0.01%	Not reported	Q2 2025
ACGLArch Capital Group Ltd.	$1.19M	0.15%	0.00%	Not reported	Q2 2018
MDGLMadrigal Pharmaceuticals, Inc.	$1.15M	0.15%	0.01%	Not reported	Q2 2025
BLKBlackRock, Inc.	$1.09M	0.14%	0.00%	New	Q3 2025
FIXComfort Systems USA Inc	$1.05M	0.13%	0.00%	-28.2%	Q2 2022
VRTXVertex Pharmaceuticals Inc / Ma	$979K	0.12%	0.00%	Not reported	Q2 2025
DISWalt Disney Co	$947K	0.12%	0.00%	+0.3%	Q2 2019
JPMJPMorgan Chase & Co	$911K	0.12%	0.00%	+0.6%	Q3 2017
BRK.ABerkshire Hathaway Inc	$754K	0.10%	Not reported	Not reported	Q1 2025
CMCSAComcast Corp	$741K	0.09%	0.00%	-1.1%	Q4 2024
NVDANvidia Corp	$700K	0.09%	0.00%	+19.2%	Q1 2024
MSFTMicrosoft Corp	$610K	0.08%	0.00%	+2.7%	Q2 2019
MRSHMarsh & Mclennan Companies, Inc.	$579K	0.07%	0.00%	Not reported	Q2 2017
OLEDUniversal Display Corp \pa\	$453K	0.06%	0.01%	Not reported	Q2 2016
METAMeta Platforms, Inc.	$415K	0.05%	Not reported	Not reported	Q2 2018
AMZNAmazon Com Inc	$376K	0.05%	0.00%	Not reported	Q4 2016
GOOGAlphabet Inc.	$313K	0.04%	Not reported	Not reported	Q1 2021
COSTCostco Wholesale Corp	$305K	0.04%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$294K	0.04%	0.00%	Not reported	Q1 2025
WSFSWSFS Financial Corp	$275K	0.03%	0.01%	Not reported	Q2 2025
DEDeere & Co	$270K	0.03%	0.00%	New	Q3 2025
VVisa Inc.	$229K	0.03%	0.00%	Not reported	Q4 2024
PKSTPeakstone Realty Trust	$229K	0.03%	0.05%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$227K	0.03%	0.00%	Not reported	Q3 2024
MLIMueller Industries Inc	$222K	0.03%	0.00%	New	Q3 2025
KKRKKR & Co. Inc.	$208K	0.03%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$208K	0.03%	0.00%	Not reported	Q4 2022
MRBKMeridian Corp	$158K	0.02%	0.09%	Not reported	Q1 2024
TVGrupo Televisa, S.A.B.	$26.9K	0.00%	Not reported	New	Q3 2025

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