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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $124M AUM 646 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 392 New 50 Added 39 Reduced 10 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 1,726.0 $285K 0.23% +61.0 +3.7% $165.36 +14.1%
42 TJX TJX COS Consumer Cyclical 1,729.0 $276K 0.22% +105.0 +6.5% $159.68 -0.3%
43 BAC BANK AMERICA CORP Financial Services 5,432.0 $265K 0.21% +322.0 +6.3% $48.75 +5.6%
44 CGHM CAPITAL GRP FIXED INCM ETF T 8,888.0 $225K 0.18% +205.0 +2.4% $25.32 +0.4%
45 DVN DEVON ENERGY Energy 2,700.0 $136K 0.11% +200.0 +8.0% $50.32 -6.4%
46 SPHY State Street SPDR Portfolio High Yield Bond ETF 4,483.0 $105K 0.08% +204.0 +4.8% $23.32 +0.3%
47 SCHP Schwab US TIPs ETF 3,487.0 $93K 0.07% +148.0 +4.4% $26.61 +0.0%
48 BCI Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF 3,731.0 $91K 0.07% +1K +37.6% $24.29 +3.2%
49 DFCF DIMENSIONAL ETF TRUST 1,586.0 $67K 0.05% +79.0 +5.2% $42.22 -0.7%
50 VFLO VICTORYSHARES FREE 1,545.0 $61K 0.05% +31.0 +2.0% $39.48 +9.7%
Page 3 of 3  ·  50 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 34.3%
Financial Services 22.0%
Communication Services 9.9%
Consumer Cyclical 8.9%
Industrials 6.4%
Energy 5.9%
Consumer Defensive 5.3%
Healthcare 4.3%
Real Estate 1.3%
Utilities 1.0%