Strid Group, LLC has filed its latest 13F-HR report, revealing a total investment value of approximately $917 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio management.

Strid Group, LLC, incorporated in Pennsylvania, is an investment management firm that focuses on managing a diverse range of assets. The firm operates under the SEC file number 028-17132 and has a fiscal year ending on December 31. The company’s recent filings include multiple 13F-HR reports, indicating a consistent approach to reporting its holdings and investments.

The filing states, "The report reflects a total of 93 table entries with a total value of $917,198,960." This disclosure highlights the firm’s significant investments across various sectors, showcasing its strategic positioning in the investment landscape.

This update may affect various stakeholders, including investors, analysts, and other firms within the investment management industry. The transparency provided by such filings is essential for maintaining trust and compliance within the financial markets.

As for what's next, the filing does not specify any forthcoming actions or events. Stakeholders will likely continue to monitor Strid Group's future filings for further insights into its investment strategies and portfolio adjustments.

Key Holdings

The filing provides a detailed overview of Strid Group's significant holdings, with notable investments in major companies. For instance, the firm holds 11,065 shares of AbbVie Inc, valued at approximately $2,894,550. Additionally, it has invested in Alphabet Inc, with holdings in both Class A and Class C shares, totaling a value of $354,746 and $424,059 respectively.

Strid Group's portfolio also includes substantial investments in technology and consumer goods, such as Amazon.com Inc, valued at $466,658, and Apple Inc, which has a reported value of $2,678,990. The firm has also made significant investments in financial services, with $988,161 allocated to JPMorgan Chase & Co.

Investment Discretion and Voting Authority

The report indicates that Strid Group exercises sole investment discretion for all its holdings, reflecting a strategic approach to managing its portfolio. This level of discretion allows the firm to make independent investment decisions without needing to consult other parties. Furthermore, the filing reveals that all shares held by the firm have no shared voting authority, indicating that Strid Group maintains full control over its voting rights for the stocks in its portfolio.

Geographic and Sector Diversification

Strid Group's investments are diversified across various sectors, including healthcare, technology, consumer discretionary, and financials. This diversification strategy is designed to mitigate risk and capitalize on potential growth opportunities in different market segments. The filing does not specify the geographic distribution of these investments, leaving stakeholders to consider the potential impacts of global market dynamics on the firm's performance.

Overall, the 13F-HR filing offers a comprehensive view of Strid Group's investment landscape, highlighting its strategic choices and the potential implications for its stakeholders.