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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 11 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FTS FORTIS INC Utilities 549.0 $31K 0.02% NEW $57.27 -3.9%
202 D DOMINION ENERGY INC Utilities 460.0 $31K 0.02% NEW $68.24 -3.6%
203 BCE BCE INC Communication Services 1,437.0 $31K 0.02% NEW $21.51 +9.6%
204 THRO BLACKROCK ETF TRUST 708.0 $31K 0.02% NEW $43.11 +1.7%
205 OTIS OTIS WORLDWIDE CORP Industrials 422.0 $30K 0.02% NEW $71.63 -0.5%
206 RBRK RUBRIK INC. Technology 376.0 $30K 0.02% NEW $80.28 +15.5%
207 CHTR CHARTER COMMUNICATIONS INC Communication Services 212.0 $30K 0.02% NEW $142.21 +6.7%
208 TRIPLE FLAG PRECIOUS METAL 1,001.0 $30K 0.02% NEW $29.97
209 CGNG CAPITAL GROUP NEW GEOGRAPHY 800.0 $30K 0.02% NEW $37.46 -2.2%
210 HXL HEXCEL CORP NEW Industrials 299.0 $30K 0.02% NEW $100.06 -7.3%
211 CMS CMS ENERGY CORP Utilities 391.0 $30K 0.02% NEW $76.44 -11.1%
212 TOL TOLL BROTHERS INC Consumer Cyclical 179.0 $29K 0.02% NEW $164.75 -12.6%
213 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 53.0 $29K 0.02% NEW $541.83 -5.6%
214 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 447.0 $29K 0.01% NEW $64.01 +11.7%
215 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 298.0 $29K 0.01% NEW $95.98 +19.0%
216 WTS WATTS WATER TECHNOLOGIES INC Industrials 73.0 $29K 0.01% NEW $391.45 -6.8%
217 KASPI KZ JSC 327.0 $28K 0.01% NEW $86.69
218 CGCV CAPITAL GROUP CONSERVATIVE E 861.0 $28K 0.01% NEW $32.81 +0.9%
219 DELL DELL TECHNOLOGIES INC Technology 65.0 $28K 0.01% NEW $431.46 +6.9%
220 TROW PRICE T ROWE GROUP INC Financial Services 246.0 $28K 0.01% NEW $113.69 -2.2%
Page 11 of 99  ·  1,965 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%