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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
Q2 2026 Q1 2026 · All 392 New 50 Added 39 Reduced
Page 10 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XYL XYLEM INC Industrials 100.0 $12K 0.01% NEW $119.50 -7.9%
182 VST VISTRA CORP Utilities 79.0 $12K 0.01% NEW $150.33 -8.6%
183 SYF SYNCHRONY FINANCIAL Financial Services 173.0 $12K 0.01% NEW $68.02 +13.3%
184 EMB ISHARES JPMORGAN 125.0 $12K 0.01% NEW $93.82 +1.0%
185 GRID FIRST TRUST 70.0 $11K 0.01% NEW $163.59 +9.0%
186 DTEC ALPS DISRUPTIVE 264.0 $11K 0.01% NEW $43.22 +23.3%
187 INCM FRANKLIN INCOME 394.0 $11K 0.01% NEW $28.78 +2.3%
188 GSK GSK PLC Healthcare 205.0 $11K 0.01% NEW $55.19 -9.0%
189 SPYV STATE STREET 200.0 $11K 0.01% NEW $56.53 +12.1%
190 PSN PARSONS CORP DEL Industrials 204.0 $11K 0.01% NEW $54.17 -10.2%
191 MGV VNGRD MEGA CAP VAL ETF 75.0 $11K 0.01% NEW $144.95 +15.3%
192 NGG NATIONAL GRID Utilities 126.0 $11K 0.01% NEW $84.60 -6.4%
193 PRU PRUDENTIAL FINANCIAL Financial Services 107.0 $10K 0.01% NEW $97.55 +20.6%
194 IAU ISHARES GOLD Financial Services 118.0 $10K 0.01% NEW $88.16 -5.0%
195 TYL TYLER TECHNOLOGIES Technology 30.0 $10K 0.01% NEW $342.37 +8.7%
196 SOXX ISHARES SEMICONDUCTOR 30.0 $10K 0.01% NEW $328.67 +55.5%
197 MHK MOHAWK INDS Consumer Cyclical 100.0 $10K 0.01% NEW $98.46 +30.3%
198 SIVR ABERDEEN PHYSICAL Financial Services 135.0 $10K 0.01% NEW $71.61 -11.7%
199 SJM SMUCKER JM Consumer Defensive 100.0 $10K 0.01% NEW $96.44 +36.0%
200 PAY PAYMENTUS HOLDINGS INC Technology 376.0 $10K 0.01% NEW $25.40 +40.2%
Page 10 of 20  ·  392 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 35.1%
Financial Services 22.5%
Consumer Cyclical 9.1%
Communication Services 7.9%
Industrials 6.6%
Energy 6.1%
Consumer Defensive 5.4%
Healthcare 4.4%
Real Estate 1.4%
Utilities 1.0%