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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 48 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CPT CAMDEN PPTY TR Real Estate 30.0 $3K 0.00% NEW $114.50 -7.4%
942 HURN HURON CONSULTING GROUP INC Industrials 38.0 $3K 0.00% NEW $90.16 +71.4%
943 EEM ISHARES TR 50.0 $3K 0.00% NEW $68.40 -2.1%
944 OSUR ORASURE TECHNOLOGIES INC Healthcare 766.0 $3K 0.00% NEW $4.46 -17.6%
945 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 190.0 $3K 0.00% NEW $17.96 -6.2%
946 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% NEW $1697.50 +17.0%
947 ATRC ATRICURE INC Healthcare 121.0 $3K 0.00% NEW $27.98 +83.8%
948 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 302.0 $3K 0.00% NEW $11.20 +4.8%
949 EMXC ISHARES INC 33.0 $3K 0.00% NEW $102.30 -3.9%
950 CX CEMEX SA EURO MTN BE 144A Basic Materials 280.0 $3K 0.00% NEW $12.00 -11.7%
951 SHC SOTERA HEALTH CO Healthcare 189.0 $3K 0.00% NEW $17.75 +6.9%
952 DGCB DIMENSIONAL ETF TRUST 61.0 $3K 0.00% NEW $54.67 -3.1%
953 VSH VISHAY INTERTECHNOLOGY INC Technology 62.0 $3K 0.00% NEW $53.77 -42.9%
954 GOLD GOLD COM INC Financial Services 80.0 $3K 0.00% NEW $41.61 +6.0%
955 GILT GILAT SATELLITE NETWORKS LTD Technology 250.0 $3K 0.00% NEW $13.31 -24.5%
956 QURE UNIQURE NV Healthcare 72.0 $3K 0.00% NEW $46.06 +0.1%
957 TBPH THERAVANCE BIOPHARMA INC Healthcare 195.0 $3K 0.00% NEW $17.00 +0.3%
958 AWR AMER STATES WTR CO Utilities 40.0 $3K 0.00% NEW $82.85 +6.2%
959 ALKS ALKERMES PLC Healthcare 63.0 $3K 0.00% NEW $52.40 -9.3%
960 SMITHFIELD FOODS INC 136.0 $3K 0.00% NEW $24.26
Page 48 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%