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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 15 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSC PRINCIPAL US 42.0 $2K 0.00% NEW $57.33 +11.5%
282 CCK CROWN HOLDINGS Consumer Cyclical 24.0 $2K 0.00% NEW $100.25 -3.8%
283 STZ CONSTELLATION BRANDS Consumer Defensive 16.0 $2K 0.00% NEW $150.00 +0.8%
284 DHI DR HORTON Consumer Cyclical 17.0 $2K 0.00% NEW $137.24 +5.0%
285 CB CHUBB LTD Financial Services 7.0 $2K 0.00% NEW $326.00 +1.3%
286 DHR DANAHER CORP Healthcare 12.0 $2K 0.00% NEW $189.58 -8.6%
287 TTD TRADE DESK Technology 100.0 $2K 0.00% NEW $22.69 -7.4%
288 BTC GRAYSCALE BITCOIN Financial Services 75.0 $2K 0.00% NEW $29.99 +14.5%
289 CPB CAMPBELLS CO Consumer Defensive 100.0 $2K 0.00% NEW $22.27 -10.0%
290 WBD WARNER BROS Communication Services 81.0 $2K 0.00% NEW $27.46 -0.1%
291 CDC VICTORYSHARES U S 30.0 $2K 0.00% NEW $71.90 +1.6%
292 ENTERGY CORP 19.0 $2K 0.00% NEW $112.37
293 SPTM ST STR SPDR 1500 COM ETF 27.0 $2K 0.00% NEW $79.04 +13.8%
294 ESTC ELASTIC N V Technology 41.0 $2K 0.00% NEW $50.00 +7.7%
295 ELV ELEVANCE HEALTH Healthcare 7.0 $2K 0.00% NEW $292.71 +33.2%
296 ARMP ARMATA PHARMACEUTICALS Healthcare 200.0 $2K 0.00% NEW $10.24 -19.6%
297 WAB WABTEC Industrials 8.0 $2K 0.00% NEW $249.88 +3.7%
298 EQIX EQUINIX INC Real Estate 2.0 $2K 0.00% NEW $980.00 +10.0%
299 OMAB GRUPO AEROPORTUARIO Industrials 16.0 $2K 0.00% NEW $114.75 -8.8%
300 GBIL Goldman Sachs Access Treasury 0-1 Year ETF 18.0 $2K 0.00% NEW $100.06 +0.0%
Page 15 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 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%