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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 32 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PAYC PAYCOM SOFTWARE INC Technology 61.0 $8K 0.00% NEW $125.67 +89.3%
622 CLS CELESTICA INC Technology 21.0 $8K 0.00% NEW $364.81 -19.8%
623 DFIC DIMENSIONAL ETF TRUST 205.0 $8K 0.00% NEW $37.26 +4.3%
624 HE HAWAIIAN ELEC INDS INC MTN B Utilities 564.0 $8K 0.00% NEW $13.53 -18.1%
625 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 361.0 $8K 0.00% NEW $21.11 -26.9%
626 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 424.0 $8K 0.00% NEW $17.96 +88.3%
627 YSS YORK SPACE SYSTEMS INC Technology 309.0 $8K 0.00% NEW $24.62 -64.2%
628 NVMI NOVA LTD Technology 14.0 $8K 0.00% NEW $542.93 -37.8%
629 CGSD CAPITAL GRP FIXED INCM ETF T 295.0 $8K 0.00% NEW $25.73 -0.5%
630 PPC PILGRIMS PRIDE CORP Consumer Defensive 269.0 $8K 0.00% NEW $28.11 +10.6%
631 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 84.0 $8K 0.00% NEW $90.01 +56.3%
632 WU WESTERN UN CO Financial Services 981.0 $8K 0.00% NEW $7.70 -8.3%
633 CHRD CHORD ENERGY CORPORATION Energy 66.0 $8K 0.00% NEW $114.30 +31.6%
634 CRK COMSTOCK RES INC Energy 504.0 $8K 0.00% NEW $14.92 +7.4%
635 USFR WISDOMTREE TR 149.0 $8K 0.00% NEW $50.35 +0.1%
636 PNW PINNACLE WEST CAP CORP Utilities 70.0 $7K 0.00% NEW $107.13 -8.8%
637 FMS FRESENIUS MEDICAL CARE AG Healthcare 330.0 $7K 0.00% NEW $22.61 +0.6%
638 VECO VEECO INSTRS INC DEL Technology 98.0 $7K 0.00% NEW $75.80 -44.5%
639 USAR USA RARE EARTH INC Basic Materials 339.0 $7K 0.00% NEW $21.58 -20.0%
640 AOS SMITH A O CORP Industrials 116.0 $7K 0.00% NEW $62.72 -6.8%
Page 32 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%