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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHO Schwab Short-Term U.S. Treasury ETF 520.0 $13K 0.01% -17.0 -3.2% $24.14 -0.3%
42 DUHP DIMENSIONAL ETF TRUST 289.0 $12K 0.01% -4K -92.7% $41.73 +1.5%
43 BLDR BUILDERS FIRSTSOURCE INC Industrials 132.0 $12K 0.01% -18.0 -12.0% $89.48 -24.3%
44 EMB ISHARES JPMORGAN 117.0 $11K 0.01% -8.0 -6.4% $96.69 -1.9%
45 VOE VANGUARD INDEX FDS 52.0 $10K 0.01% -20.0 -27.8% $199.40 +4.2%
46 FDT FIRST TR EXCH TRD ALPHDX FD 104.0 $10K 0.01% -247.0 -70.4% $94.67 +1.6%
47 JPMorgan Ultra-Short Income ETF 159.0 $8K 0.00% -6.0 -3.6% $50.44
48 BUFD FIRST TRUST 240.0 $7K 0.00% -303.0 -55.8% $29.72 +2.0%
49 DFCF DIMENSIONAL ETF TRUST 158.0 $7K 0.00% -1K -90.0% $42.21 -1.6%
50 VBK VANGUARD INDEX FDS 17.0 $6K 0.00% -5.0 -22.7% $366.24 -3.9%
51 RRX REGAL REXNORD CORPORATION Industrials 26.0 $6K 0.00% -1K -97.9% $238.19 -33.9%
52 DKS DICKS SPORTING GOODS INC Consumer Cyclical 27.0 $6K 0.00% -52.0 -65.8% $226.81 -40.4%
53 APPF APPFOLIO INC Technology 30.0 $5K 0.00% -68.0 -69.4% $160.33 +46.3%
54 JAMES HARDIE INDS PLC 160.0 $4K 0.00% -100.0 -38.5% $26.18
55 OMC OMNICOM GROUP INC Communication Services 37.0 $3K 0.00% -204.0 -84.7% $72.84 +21.2%
56 GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 38.0 $2K 0.00% -3.0 -7.3% $51.74 -0.8%
57 GSEU Goldman Sachs ActiveBeta Europe Equity ETF 33.0 $2K 0.00% -1.0 -2.9% $49.24 +2.1%
58 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 12.0 $2K 0.00% -160.0 -93.0% $128.58 +0.6%
59 CPB THE CAMPBELLS COMPANY Consumer Defensive 68.0 $2K 0.00% -32.0 -32.0% $22.26 +5.1%
60 JXN JACKSON FINANCIAL INC Financial Services 13.0 $1K 0.00% -156.0 -92.3% $102.38 +31.0%
Page 3 of 4  ·  70 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%