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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $185M AUM 2,450 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1965 New 335 Added 70 Reduced 29 Exited
Page 15 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TRNS TRANSCAT INC Industrials 103.0 $10K 0.01% +3.0 +3.0% $92.77 -7.5%
282 AUB ATLANTIC UN BANKSHARES CORP Financial Services 219.0 $9K 0.01% +53.0 +31.9% $42.31 -3.9%
283 QBTS D-WAVE QUANTUM INC Technology 377.0 $9K 0.01% +337.0 +842.5% $23.99 -29.1%
284 EAGG ISHARES TR 182.0 $9K 0.01% +181.0 +10000.0% $47.51 -1.7%
285 RJF RAYMOND JAMES FINL INC Financial Services 56.0 $9K 0.01% +50.0 +833.3% $152.04 +18.0%
286 HYD VANECK ETF TRUST 145.0 $7K 0.00% +1.0 +0.7% $51.51 -2.8%
287 WCN WASTE CONNECTIONS INC Industrials 43.0 $7K 0.00% +34.0 +377.8% $166.67 -0.4%
288 VSNT VERSANT MEDIA GROUP INC Industrials 197.0 $7K 0.00% +193.0 +4825.0% $36.02 +13.9%
289 OPCH OPTION CARE HEALTH INC Healthcare 337.0 $7K 0.00% +291.0 +632.6% $20.97 +14.0%
290 ESTC ELASTIC N V Technology 121.0 $7K 0.00% +80.0 +195.1% $57.02 +75.2%
291 EVEREST GROUP LTD 19.0 $7K 0.00% +16.0 +533.3% $357.26
292 FISV FISERV INC Technology 138.0 $7K 0.00% +20.0 +16.9% $49.05 +8.4%
293 IIGD INVESCO INVESTMENT 270.0 $7K 0.00% +3.0 +1.1% $24.47 -0.8%
294 BRBR BELLRING BRANDS INC Consumer Defensive 507.0 $7K 0.00% +480.0 +1777.8% $12.94 -17.4%
295 RGTI RIGETTI COMPUTING INC Technology 337.0 $7K 0.00% +112.0 +49.8% $19.32 -19.3%
296 SMR NUSCALE PWR CORP Utilities 649.0 $7K 0.00% +299.0 +85.4% $10.03 -7.4%
297 CCK CROWN HLDGS INC Consumer Cyclical 55.0 $6K 0.00% +31.0 +129.2% $111.82 +5.9%
298 WRB BERKLEY W R CORP Financial Services 87.0 $6K 0.00% +75.0 +625.0% $70.44 -2.8%
299 VICI VICI PPTYS INC Real Estate 225.0 $6K 0.00% +129.0 +134.4% $26.53 -2.5%
300 GSSC GOLDMAN SACHS ETF TR 65.0 $6K 0.00% +53.0 +441.7% $91.51 -1.3%
Page 15 of 17  ·  335 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 20.2%
Industrials 9.5%
Consumer Cyclical 8.7%
Healthcare 7.1%
Communication Services 6.4%
Energy 4.8%
Consumer Defensive 4.3%
Utilities 1.9%
Real Estate 1.8%