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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 8 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHT CHUNGHWA TELECOM CO LTD Communication Services 1,032.0 $46K 0.03% NEW $44.27 -2.4%
142 MFC MANULIFE FINL CORP Financial Services 1,127.0 $46K 0.03% NEW $40.49 +4.7%
143 ED CONSOLIDATED EDISON INC Utilities 410.0 $45K 0.03% NEW $110.69 -3.3%
144 PKG PACKAGING CORP AMER Consumer Cyclical 190.0 $45K 0.02% NEW $238.28 -1.8%
145 FRHC FREEDOM HOLDING CORP Financial Services 344.0 $45K 0.02% NEW $130.47 +34.1%
146 MXL MAXLINEAR INC Technology 347.0 $44K 0.02% NEW $128.03 -53.2%
147 GRMN GARMIN LTD Technology 186.0 $44K 0.02% NEW $237.72 +19.5%
148 NKE NIKE INC Consumer Cyclical 1,065.0 $44K 0.02% NEW $41.06 -4.9%
149 DRD DRDGOLD LIMITED Basic Materials 2,025.0 $43K 0.02% NEW $21.30 +32.5%
150 TGT TARGET CORP Consumer Defensive 324.0 $42K 0.02% NEW $130.66 +23.2%
151 AFL AFLAC INC Financial Services 350.0 $41K 0.02% NEW $117.36 -1.3%
152 EFV ISHARES TR 534.0 $41K 0.02% NEW $76.55 +6.9%
153 SHOP SHOPIFY INC Technology 358.0 $41K 0.02% NEW $114.18 +29.1%
154 VTR VENTAS INC Real Estate 453.0 $40K 0.02% NEW $88.82 +2.7%
155 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 846.0 $40K 0.02% NEW $47.33 -47.9%
156 E ENI SPA Energy 854.0 $40K 0.02% NEW $46.86 +16.9%
157 BAI BLACKROCK ETF TRUST 759.0 $40K 0.02% NEW $52.72 -16.4%
158 AGX ARGAN INC Industrials 50.0 $40K 0.02% NEW $799.12 -46.8%
159 MSCI MSCI INC Financial Services 71.0 $40K 0.02% NEW $560.04 +1.9%
160 BLOCK INC 522.0 $40K 0.02% NEW $76.00
Page 8 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%