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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UDR UDR INC Real Estate 31.0 $1K 0.00% -64.0 -67.4% $39.94 -7.1%
62 THC TENET HEALTHCARE CORP Healthcare 3.0 $561.0 -24.0 -88.9% $187.00 +42.7%
63 BTAI BIOXCEL THERAPEUTICS Healthcare 331.0 $468.0 -3.0 -0.9% $1.41 -87.2%
64 VOT VANGUARD INDEX FDS 1.0 $334.0 -9.0 -90.0% $334.00 -9.3%
65 MGV VANGUARD WORLD FD 2.0 $327.0 -73.0 -97.3% $163.50 +2.3%
66 MGK VANGUARD WORLD FD 3.0 $264.0 -38.0 -92.7% $88.00 +2.4%
67 EWC ISHARES INC 3.0 $173.0 -1.0 -25.0% $57.67 +7.0%
68 WEX WEX INC Technology 1.0 $141.0 -15.0 -93.8% $141.00 +39.9%
69 LW LAMB WESTON HLDGS INC Consumer Defensive 1.0 $43.0 -17.0 -94.4% $43.00 +27.9%
70 BILL BILL HOLDINGS INC Technology 1.0 $36.0 -21.0 -95.5% $36.00 +39.8%
Page 4 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%