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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 75 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 HPQ HP INC Technology 35.0 $768.0 NEW $21.94 +42.7%
1482 DIOD DIODES INC Technology 7.0 $766.0 NEW $109.43 -20.4%
1483 FIRST TRACKS BIOTHERAPEUTICS 38.0 $765.0 NEW $20.13
1484 ZION ZIONS BANCORPORATION NATL AS Financial Services 11.0 $762.0 NEW $69.27 -4.2%
1485 ZAP GLOBAL X FDS 22.0 $761.0 NEW $34.59 -9.7%
1486 TK TEEKAY CORPORATION LTD Energy 76.0 $760.0 NEW $10.00 +30.0%
1487 VCEL VERICEL CORP Healthcare 17.0 $756.0 NEW $44.47 -8.9%
1488 ODDITY TECH LTD 50.0 $756.0 NEW $15.12
1489 VNT VONTIER CORPORATION Technology 26.0 $754.0 NEW $29.00 +9.8%
1490 PII POLARIS INC Consumer Cyclical 11.0 $753.0 NEW $68.45 -10.3%
1491 GSL GLOBAL SHIP LEASE INC Industrials 20.0 $752.0 NEW $37.60 +18.3%
1492 INMD INMODE LTD Healthcare 51.0 $746.0 NEW $14.63 +2.8%
1493 TRVI TREVI THERAPEUTICS INC Healthcare 40.0 $746.0 NEW $18.65 -11.2%
1494 CINF CINCINNATI FINL CORP Financial Services 4.0 $741.0 NEW $185.25 -8.0%
1495 MGNI MAGNITE INC Communication Services 39.0 $740.0 NEW $18.97 +20.6%
1496 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 156.0 $739.0 NEW $4.74 +6.8%
1497 IJJ ISHARES TR 5.0 $739.0 NEW $147.80 -1.6%
1498 PTON PELOTON INTERACTIVE INC Consumer Cyclical 125.0 $739.0 NEW $5.91 -13.9%
1499 ASIX ADVANSIX INC Basic Materials 37.0 $736.0 NEW $19.89 -15.7%
1500 OVL LISTED FDS TR 13.0 $736.0 NEW $56.62 -0.2%
Page 75 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%