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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 90 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 FIVE FIVE BELOW INC Consumer Cyclical 1.0 $180.0 NEW $180.00 +37.1%
1782 CWCO CONSOLIDATED WATER CO INC Utilities 6.0 $177.0 NEW $29.50 +0.9%
1783 FLYW FLYWIRE CORPORATION Technology 10.0 $176.0 NEW $17.60 +7.3%
1784 VLYPN VALLEY NATL BANCORP 12.0 $176.0 NEW $14.67
1785 BRZE BRAZE INC Technology 8.0 $174.0 NEW $21.75 +56.5%
1786 IAG IAMGOLD CORP Basic Materials 11.0 $174.0 NEW $15.82 +29.3%
1787 ICLR ICON PUB LTD CO Healthcare 1.0 $174.0 NEW $174.00 -5.2%
1788 ZM ZOOM COMMUNICATIONS INC Technology 2.0 $173.0 NEW $86.50 +11.8%
1789 WPP WPP PLC NEW Communication Services 11.0 $170.0 NEW $15.45 +65.5%
1790 CFFN CAPITOL FED FINL INC Financial Services 20.0 $170.0 NEW $8.50 +1.3%
1791 ERAS ERASCA INC Healthcare 9.0 $165.0 NEW $18.33 -2.5%
1792 CNR CORE NATURAL RESOURCES INC Energy 2.0 $160.0 NEW $80.00 +27.9%
1793 WB WEIBO CORP Communication Services 22.0 $160.0 NEW $7.27 -6.1%
1794 LQDA LIQUIDIA CORPORATION Healthcare 2.0 $159.0 NEW $79.50 -14.3%
1795 DOCN DIGITALOCEAN HLDGS INC Technology 1.0 $157.0 NEW $157.00 -29.5%
1796 MORN MORNINGSTAR INC Financial Services 1.0 $156.0 NEW $156.00 +40.3%
1797 OCFC OCEANFIRST FINL CORP Financial Services 8.0 $156.0 NEW $19.50 -3.4%
1798 RDWR RADWARE LTD Technology 5.0 $154.0 NEW $30.80 -6.2%
1799 ACAD ACADIA PHARMACEUTICALS INC Healthcare 6.0 $152.0 NEW $25.33 +14.1%
1800 BBY BEST BUY INC Consumer Cyclical 2.0 $152.0 NEW $76.00 +5.5%
Page 90 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%