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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 72 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 TIPT TIPTREE INC Financial Services 52.0 $932.0 0.00% NEW $17.92 +2.2%
1422 QUBT QUANTUM COMPUTING INC Technology 96.0 $931.0 0.00% NEW $9.70 -18.5%
1423 DAN DANA INC Consumer Cyclical 34.0 $925.0 0.00% NEW $27.21 +8.0%
1424 AMER SPORTS INC 27.0 $914.0 NEW $33.85
1425 TAC TRANSALTA CORP Utilities 66.0 $913.0 NEW $13.83 -14.9%
1426 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 15.0 $903.0 NEW $60.20 +21.8%
1427 ALMS ALUMIS INC Healthcare 32.0 $900.0 NEW $28.12 -66.3%
1428 EXP EAGLE MATLS INC Basic Materials 4.0 $900.0 NEW $225.00 -14.9%
1429 TELIX PHARMACEUTICAL LTD 78.0 $899.0 NEW $11.53
1430 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 19.0 $895.0 NEW $47.11 -9.1%
1431 HNRG HALLADOR ENERGY COMPANY Energy 51.0 $887.0 NEW $17.39 -5.9%
1432 ILMN ILLUMINA INC Healthcare 5.0 $879.0 NEW $175.80 +17.8%
1433 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 81.0 $879.0 NEW $10.85 -13.5%
1434 DV DOUBLEVERIFY HLDGS INC Technology 81.0 $878.0 NEW $10.84 +23.3%
1435 HTHT H WORLD GROUP LTD Consumer Cyclical 21.0 $876.0 NEW $41.71 +12.6%
1436 RAPP RAPPORT THERAPEUTICS INC Healthcare 21.0 $875.0 NEW $41.67 +16.5%
1437 BKU BANKUNITED INC Financial Services 18.0 $872.0 NEW $48.44 -7.6%
1438 TEM TEMPUS AI INC Healthcare 15.0 $869.0 NEW $57.93 +7.5%
1439 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 10.0 $867.0 NEW $86.70 -6.3%
1440 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 164.0 $864.0 NEW $5.27 -3.8%
Page 72 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%