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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 95 of 99  ·  1,965 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 3.0 $81.0 NEW $27.00 -0.8%
1882 AGO ASSURED GUARANTY LTD Financial Services 1.0 $80.0 NEW $80.00 -6.6%
1883 VTS VITESSE ENERGY INC Energy 5.0 $79.0 NEW $15.80 +10.7%
1884 RIGL RIGEL PHARMACEUTICALS INC Healthcare 2.0 $78.0 NEW $39.00 +18.4%
1885 CCC CCC INTELLIGENT SOLUTIONS HL Technology 15.0 $77.0 NEW $5.13 +45.3%
1886 TAL TAL ED GROUP Consumer Defensive 8.0 $77.0 NEW $9.62 +22.0%
1887 TFIN TRIUMPH FINANCIAL INC Financial Services 1.0 $76.0 NEW $76.00 -6.2%
1888 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 2.0 $76.0 NEW $38.00 -4.6%
1889 KREF KKR REAL ESTATE FIN TR INC Real Estate 11.0 $75.0 NEW $6.82 +11.8%
1890 GOLY STRATEGY SHS 3.0 $75.0 NEW $25.00 +8.3%
1891 BRIGHTSTAR LOTTERY PLC 7.0 $75.0 NEW $10.71
1892 YELP YELP INC Communication Services 3.0 $74.0 NEW $24.67 -9.4%
1893 ELF E L F BEAUTY INC Consumer Defensive 1.0 $74.0 NEW $74.00 +47.4%
1894 PVH PVH CORPORATION Consumer Cyclical 1.0 $74.0 NEW $74.00 +0.2%
1895 LSPD LIGHTSPEED COMMERCE INC Technology 7.0 $73.0 NEW $10.43 +1.1%
1896 PACK RANPAK HOLDINGS CORP Consumer Cyclical 10.0 $73.0 NEW $7.30 -34.9%
1897 SPRY ARS PHARMACEUTICALS INC Healthcare 9.0 $72.0 NEW $8.00 -25.0%
1898 EVO EVOTEC AG Healthcare 25.0 $70.0 NEW $2.80 -32.9%
1899 NTLA INTELLIA THERAPEUTICS INC Healthcare 4.0 $68.0 NEW $17.00 -25.1%
1900 NAGE NIAGEN BIOSCIENCE INC Healthcare 21.0 $67.0 NEW $3.19 -1.9%
Page 95 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%