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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 5 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 743.0 $44K 0.04% NEW $59.19 +8.0%
82 UNP UNION PACIFIC CORP Industrials 175.0 $42K 0.03% NEW $242.61 +9.6%
83 AEM AGNICO-EAGLE Basic Materials 200.0 $41K 0.03% NEW $202.98 -12.4%
84 DOV DOVER CORP Industrials 192.0 $40K 0.03% NEW $208.45 -0.3%
85 XLC SELECT SECTOR SPDR TR 360.0 $40K 0.03% NEW $110.86 +4.7%
86 DIS WALT DISNEY Communication Services 411.0 $40K 0.03% NEW $96.38 +7.5%
87 NOW SERVICENOW INC Technology 375.0 $39K 0.03% NEW $104.56 -4.7%
88 BUFZ FIRST TR EXCHNG TRADED FD VI 1,457.0 $38K 0.03% NEW $26.27 +5.4%
89 OC OWENS CORNING Industrials 350.0 $38K 0.03% NEW $108.22 +7.2%
90 VRT VERTIV HOLDINGS Industrials 150.0 $38K 0.03% NEW $250.58 +26.0%
91 FCX FREEPORT MCMORAN INC Basic Materials 638.0 $37K 0.03% NEW $58.74 +6.1%
92 FXO FIRST TRUST 665.0 $37K 0.03% NEW $56.22 +5.7%
93 MPC MARATHON PETE CORP Energy 153.0 $37K 0.03% NEW $243.59 +2.0%
94 TNK TEEKAY TANKERS Energy 500.0 $37K 0.03% NEW $73.32 +7.7%
95 WM WASTE MANAGEMENT Industrials 159.0 $37K 0.03% NEW $229.79 -4.4%
96 VXF VANGUARD EXTENDED 173.0 $36K 0.03% NEW $205.80 +11.1%
97 HCA HCA HEALTHCARE Healthcare 74.0 $35K 0.03% NEW $473.24 -17.0%
98 TTWO TAKE-TWO INTERACTIVE Communication Services 177.0 $35K 0.03% NEW $197.50 +19.8%
99 IUSG ISHARES S&P 222.0 $34K 0.03% NEW $155.11 +20.3%
100 RDVY FIRST TR EXCHANGE TRADED FD 499.0 $34K 0.03% NEW $68.28 +9.5%
Page 5 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%