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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 4 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DYNF BLACKROCK ETF TRUST 1,425.0 $97K 0.05% NEW $68.01 +2.3%
62 RY ROYAL BK CDA Financial Services 466.0 $96K 0.05% NEW $207.06 -1.4%
63 DUK DUKE ENERGY CORP NEW Utilities 758.0 $96K 0.05% NEW $126.50 -4.9%
64 IJT ISHARES TR 536.0 $96K 0.05% NEW $178.60 -4.2%
65 USB US BANCORP Financial Services 1,555.0 $94K 0.05% NEW $60.40 +3.4%
66 JGRO J P MORGAN EXCHANGE TRADED F 939.0 $93K 0.05% NEW $98.59 -4.4%
67 SPG SIMON PPTY GROUP INC NEW Real Estate 411.0 $92K 0.05% NEW $223.79 -4.1%
68 IWX ISHARES TR 872.0 $92K 0.05% NEW $105.16 +7.7%
69 NVO NOVO-NORDISK A S Healthcare 1,900.0 $91K 0.05% NEW $47.94 -4.9%
70 MAR MARRIOTT INTL INC NEW Consumer Cyclical 245.0 $91K 0.05% NEW $370.62 -5.3%
71 IDV ISHARES TR 2,115.0 $88K 0.05% NEW $41.43 +7.8%
72 CHKP CHECK POINT SOFTWARE TECH LT Technology 639.0 $84K 0.04% NEW $131.43 +5.2%
73 HSBC HSBC HLDGS PLC Financial Services 872.0 $83K 0.04% NEW $95.11 +8.9%
74 YUM YUM BRANDS INC Consumer Cyclical 514.0 $82K 0.04% NEW $159.91 -3.8%
75 ECL ECOLAB INC Basic Materials 294.0 $82K 0.04% NEW $278.24 +3.1%
76 PFE PFIZER INC Healthcare 3,353.0 $81K 0.04% NEW $24.08 +16.1%
77 MSI MOTOROLA SOLUTIONS INC Technology 194.0 $81K 0.04% NEW $415.51 +17.0%
78 BK BANK OF NY MELLON CORP Financial Services 552.0 $80K 0.04% NEW $144.63 -1.9%
79 UBS UBS GROUP AG Financial Services 1,609.0 $80K 0.04% NEW $49.56 +10.8%
80 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 247.0 $78K 0.04% NEW $317.67 -12.0%
Page 4 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%