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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 44 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ISTB ISHARES TR 87.0 $4K 0.00% NEW $48.25 -0.9%
862 MTH MERITAGE HOMES CORP Consumer Cyclical 50.0 $4K 0.00% NEW $83.84 -19.5%
863 SFL SFL CORPORATION LTD Industrials 411.0 $4K 0.00% NEW $10.20 +23.7%
864 LYTS LSI INDS INC OHIO Technology 156.0 $4K 0.00% NEW $26.62 -24.4%
865 FUTY FIDELITY COVINGTON TRUST 71.0 $4K 0.00% NEW $58.42 -5.0%
866 AXS AXIS CAP HLDGS LTD Financial Services 39.0 $4K 0.00% NEW $106.33 -4.6%
867 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 39.0 $4K 0.00% NEW $106.26 +5.9%
868 KBR KBR INC Industrials 120.0 $4K 0.00% NEW $34.53 +8.0%
869 ONDS ONDAS INC Technology 500.0 $4K 0.00% NEW $8.24 -7.4%
870 RH RH Consumer Cyclical 25.0 $4K 0.00% NEW $164.72 -11.0%
871 ADMA ADMA BIOLOGICS INC Healthcare 491.0 $4K 0.00% NEW $8.37 +14.4%
872 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 77.0 $4K 0.00% NEW $53.36 +11.7%
873 DFEM DIMENSIONAL ETF TRUST 101.0 $4K 0.00% NEW $40.64 -0.5%
874 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 57.0 $4K 0.00% NEW $71.96 +0.7%
875 CRC CALIFORNIA RES CORP Energy 77.0 $4K 0.00% NEW $52.87 +1.0%
876 H HYATT HOTELS CORP Consumer Cyclical 21.0 $4K 0.00% NEW $193.86 -14.7%
877 NUSC NUSHARES ETF TR 78.0 $4K 0.00% NEW $52.12 -1.5%
878 AKR ACADIA RLTY TR Real Estate 194.0 $4K 0.00% NEW $20.93 -3.1%
879 ST SENSATA TECHNOLOGIES HLDG PL Technology 85.0 $4K 0.00% NEW $47.74 -12.0%
880 CGNX COGNEX CORP Technology 56.0 $4K 0.00% NEW $72.43 -16.1%
Page 44 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%