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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 14 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 B BARRICK MNG CORP Basic Materials 626.0 $23K 0.01% NEW $36.71 +22.1%
262 COHR COHERENT CORP Technology 58.0 $23K 0.01% NEW $394.47 -29.6%
263 ANNALY CAPITAL MANAGEMENT IN 1,021.0 $23K 0.01% NEW $22.36
264 LALT FIRST TR EXCHNG TRADED FD VI 948.0 $23K 0.01% NEW $24.03 +1.7%
265 IESC IES HOLDINGS INC Industrials 31.0 $23K 0.01% NEW $734.65 -58.8%
266 BE BLOOM ENERGY CORP Industrials 75.0 $23K 0.01% NEW $302.69 -31.8%
267 PERIMETER SOLUTIONS INC 634.0 $23K 0.01% NEW $35.65
268 SSNC SS&C TECH HLDGS Technology 362.0 $22K 0.01% NEW $62.06 +33.7%
269 CGSM CAPITAL GRP FIXED INCM ETF T 851.0 $22K 0.01% NEW $26.40 -0.6%
270 IDCC INTERDIGITAL INC Technology 79.0 $22K 0.01% NEW $283.28 +18.3%
271 AFYA AFYA LTD Consumer Defensive 1,500.0 $22K 0.01% NEW $14.84 -1.6%
272 ACWX ISHARES TR 292.0 $22K 0.01% NEW $76.11 +1.7%
273 KEEL KEEL INFRASTRUCTURE CORP Technology 3,845.0 $22K 0.01% NEW $5.74 -45.1%
274 IXUS ISHARES TR 231.0 $22K 0.01% NEW $95.44 +2.1%
275 BOND PIMCO ETF TR 239.0 $22K 0.01% NEW $92.21 -1.9%
276 WAY WAYSTAR HLDG CORP Technology 1,071.0 $22K 0.01% NEW $20.53 +27.5%
277 LYG LLOYDS BANKING GROUP PLC Financial Services 3,768.0 $22K 0.01% NEW $5.83 +0.7%
278 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 287.0 $22K 0.01% NEW $76.40 +6.4%
279 FVRR FIVERR INTL LTD Communication Services 2,120.0 $22K 0.01% NEW $10.32 -8.1%
280 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 405.0 $22K 0.01% NEW $53.29 +9.3%
Page 14 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%