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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 55 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SECU BLACKROCK ETF TRUST II 50.0 $2K 0.00% NEW $49.86 -1.2%
1082 HEI HEICO CORP NEW Industrials 7.0 $2K 0.00% NEW $356.14 -8.7%
1083 JD JD.COM INC Consumer Cyclical 97.0 $2K 0.00% NEW $25.55 +9.2%
1084 NN NEXTNAV INC Communication Services 139.0 $2K 0.00% NEW $17.83 -14.6%
1085 CRS CARPENTER TECHNOLOGY CORP Industrials 4.0 $2K 0.00% NEW $616.75 -23.3%
1086 OSK OSHKOSH CORP Industrials 16.0 $2K 0.00% NEW $153.50 -3.8%
1087 AZTA AZENTA INC Healthcare 96.0 $2K 0.00% NEW $25.52 +23.7%
1088 WVE WAVE LIFE SCIENCES LTD Healthcare 419.0 $2K 0.00% NEW $5.81 -14.4%
1089 EIG EMPLOYERS HLDGS INC Financial Services 48.0 $2K 0.00% NEW $50.48 -2.7%
1090 PK PARK HOTELS & RESORTS INC Real Estate 170.0 $2K 0.00% NEW $14.25 +6.8%
1091 METALLUS INC 129.0 $2K 0.00% NEW $18.69
1092 PCRX PACIRA BIOSCIENCES INC Healthcare 95.0 $2K 0.00% NEW $25.37 +4.3%
1093 LCID LUCID GROUP INC Consumer Cyclical 360.0 $2K 0.00% NEW $6.69 -32.0%
1094 VC VISTEON CORP Consumer Cyclical 24.0 $2K 0.00% NEW $99.21 +1.6%
1095 FDD FIRST TR EXCHANGE-TRADED FD 128.0 $2K 0.00% NEW $18.55 +10.2%
1096 NEU NEWMARKET CORP Basic Materials 3.0 $2K 0.00% NEW $791.33 +14.1%
1097 PRAA PRA GROUP INC Financial Services 125.0 $2K 0.00% NEW $18.99 -3.4%
1098 APLE APPLE HOSPITALITY REIT INC Real Estate 141.0 $2K 0.00% NEW $16.83 -7.5%
1099 BBWI BATH & BODY WORKS INC Consumer Cyclical 102.0 $2K 0.00% NEW $23.13 -19.5%
1100 VNET VNET GROUP INC Technology 293.0 $2K 0.00% NEW $8.04 -22.6%
Page 55 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%