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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 3 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STNG SCORPIO TANKERS INC Energy 9,796.0 $678K 0.37% +146.0 +1.5% $69.26 +12.7%
42 STIP ISHARES TR 6,639.0 $678K 0.37% +620.0 +10.3% $102.16 -1.5%
43 VIG VANGUARD SPECIALIZED FUNDS 2,865.0 $678K 0.37% +143.0 +5.2% $236.59 +2.7%
44 USMV ISHARES TR 6,912.0 $667K 0.36% +642.0 +10.2% $96.46 +5.5%
45 SLV ISHARES SILVER TR Financial Services 10,986.0 $587K 0.32% +155.0 +1.4% $53.47 +12.2%
46 TMAT NORTHERN LTS FD TR IV 17,280.0 $543K 0.29% +1K +6.7% $31.43 -9.1%
47 DIA STATE STR SPDR DOW JONES IND Financial Services 1,034.0 $540K 0.29% +24.0 +2.4% $522.55 +2.4%
48 GEV GE VERNOVA INC Utilities 450.0 $529K 0.29% +9.0 +2.0% $1174.95 -22.4%
49 GS GOLDMAN SACHS GROUP INC Financial Services 497.0 $503K 0.27% +9.0 +1.8% $1011.37 +2.2%
50 MTUM ISHARES TR 1,464.0 $502K 0.27% +250.0 +20.6% $342.91 -12.6%
51 ABBV ABBVIE INC Healthcare 1,988.0 $500K 0.27% +19.0 +1.0% $251.67 +1.5%
52 GE GE AEROSPACE Industrials 1,330.0 $497K 0.27% +112.0 +9.2% $373.67 -8.3%
53 UNH UNITEDHEALTH GROUP INC Healthcare 1,102.0 $458K 0.25% +713.0 +183.3% $415.75 -5.5%
54 ORCL ORACLE CORP Technology 3,092.0 $453K 0.24% +136.0 +4.6% $146.53 +2.9%
55 BSV VANGUARD BD INDEX FDS 5,652.0 $440K 0.24% +2K +51.5% $77.91 -0.5%
56 IEMG ISHARES INC 5,251.0 $435K 0.23% +5K +1768.7% $82.84 -1.2%
57 MRSK NORTHERN LIGHTS FD TR 11,250.0 $434K 0.23% +3K +38.3% $38.61 +2.7%
58 PH PARKER-HANNIFIN CORP Industrials 442.0 $432K 0.23% +133.0 +43.0% $978.13 +1.7%
59 NFG NATIONAL FUEL GAS CO Energy 5,264.0 $406K 0.22% +214.0 +4.2% $77.21 +7.5%
60 SPYM SPDR SERIES TRUST 4,618.0 $406K 0.22% +753.0 +19.5% $87.89 +3.1%
Page 3 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%