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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 10 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TMO THERMO FISHER SCIENTIFIC INC Healthcare 289.0 $145K 0.08% +172.0 +147.0% $501.40 +24.1%
182 SPGI S&P GLOBAL INC Financial Services 355.0 $145K 0.08% +182.0 +105.2% $407.27 +8.7%
183 APP APPLOVIN CORP Technology 279.0 $144K 0.08% NEW $515.23 -38.3%
184 DVN DEVON ENERGY CORP NEW Energy 3,479.0 $144K 0.08% +779.0 +28.9% $41.32 +14.6%
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,491.0 $144K 0.08% +2K +2085.1% $57.61 +15.6%
186 SYK STRYKER CORPORATION Healthcare 451.0 $142K 0.08% +399.0 +767.3% $314.88 +5.0%
187 ABT ABBOTT LABORATORIES Healthcare 1,559.0 $142K 0.08% +2K +8105.3% $90.76 +23.9%
188 PNC PNC FINL SVCS GROUP INC Financial Services 574.0 $141K 0.08% NEW $246.05 -1.6%
189 WELL WELLTOWER INC Real Estate 622.0 $141K 0.08% NEW $227.00 +4.8%
190 COP CONOCOPHILLIPS Energy 1,349.0 $140K 0.08% +828.0 +158.9% $103.99 +25.3%
191 PPA INVESCO EXCHANGE TRADED FD T 794.0 $140K 0.08% NEW $176.65 -3.8%
192 CRWD CROWDSTRIKE HLDGS INC Technology 182.0 $139K 0.07% NEW $190.78 +14.5%
193 SBUX STARBUCKS CORP Consumer Cyclical 1,358.0 $139K 0.07% +762.0 +127.8% $102.19 +5.5%
194 CGGO CAPITAL GROUP GBL GROWTH EQT 3,259.0 $138K 0.07% NEW $42.33 -4.5%
195 PAAA PGIM ETF TR 2,662.0 $136K 0.07% +273.0 +11.4% $51.27 +0.5%
196 MCO MOODYS CORP Financial Services 300.0 $136K 0.07% +250.0 +500.0% $453.23 +13.6%
197 IWD ISHARES TR 560.0 $136K 0.07% +214.0 +61.9% $242.51 +6.5%
198 RSPH INVESCO S&P 4,080.0 $135K 0.07% $33.19 +12.8%
199 RIOT RIOT PLATFORMS INC Financial Services 4,909.0 $134K 0.07% NEW $27.38 -30.6%
200 JCI JOHNSON CONTROLS INTERNATION Industrials 915.0 $134K 0.07% NEW $146.09 -4.5%
Page 10 of 123  ·  2,450 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%