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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 89 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 SIBN SI BONE INC Healthcare 13.0 $212.0 NEW $16.31 +16.6%
1762 TIC TIC SOLUTIONS INC Industrials 26.0 $210.0 NEW $8.08 +17.5%
1763 AGYS AGILYSYS INC Technology 2.0 $209.0 NEW $104.50 +11.4%
1764 CTA SIMPLIFY EXCHANGE TRADED FUN 8.0 $208.0 NEW $26.00 +8.7%
1765 RSKD RISKIFIED LTD Technology 41.0 $207.0 NEW $5.05 +24.6%
1766 CNX CNX RES CORP Energy 6.0 $204.0 NEW $34.00 +7.0%
1767 EQBK EQUITY BANCSHARES INC Financial Services 4.0 $196.0 NEW $49.00 +0.7%
1768 ADTRAN HOLDINGS INC 14.0 $195.0 NEW $13.93
1769 UPSTREAM BIO INC 28.0 $194.0 NEW $6.93
1770 LUMN LUMEN TECHNOLOGIES INC Communication Services 25.0 $192.0 NEW $7.68 -18.6%
1771 BHF BRIGHTHOUSE FINL INC Financial Services 3.0 $190.0 NEW $63.33 -16.3%
1772 INHIBRX BIOSCIENCES INC 2.0 $190.0 NEW $95.00
1773 SMBK SMARTFINANCIAL INC Financial Services 4.0 $189.0 NEW $47.25 +7.0%
1774 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4.0 $189.0 NEW $47.25 +9.6%
1775 CRCL CIRCLE INTERNET GROUP INC Financial Services 3.0 $188.0 NEW $62.67 +52.5%
1776 EWJ ISHARES INC 2.0 $187.0 NEW $93.50 +2.5%
1777 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 6.0 $187.0 NEW $31.17 +1.5%
1778 TDUP THREDUP INC Consumer Cyclical 27.0 $185.0 NEW $6.85 -60.7%
1779 YPF YPF SOCIEDAD ANONIMA Energy 4.0 $182.0 NEW $45.50 +13.4%
1780 GRNT GRANITE RIDGE RESOURCES INC Energy 41.0 $181.0 NEW $4.41 +13.9%
Page 89 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%