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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 104 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 SOUN SOUNDHOUND AI INC Technology 83.0 $537.0 NEW $6.47 +10.7%
2062 VFC V F CORP Consumer Cyclical 32.0 $534.0 NEW $16.69 -19.5%
2063 STC STEWART INFORMATION SVCS COR Financial Services 8.0 $528.0 NEW $66.00 +4.0%
2064 AAL AMERICAN AIRLINES GROUP INC Industrials 29.0 $524.0 NEW $18.07 -25.7%
2065 OZK BANK OZK LITTLE ROCK ARK Financial Services 10.0 $521.0 NEW $52.10 -5.8%
2066 SLG SL GREEN RLTY CORP Real Estate 10.0 $518.0 NEW $51.80 +8.1%
2067 SERV SERVE ROBOTICS INC Industrials 78.0 $513.0 NEW $6.58 -26.0%
2068 WEAV WEAVE COMMUNICATIONS INC Technology 85.0 $509.0 NEW $5.99 +22.1%
2069 CIVB CIVISTA BANCSHARES INC Financial Services 18.0 $508.0 NEW $28.22 -4.4%
2070 SPDW State Street SPDR Portfolio Developed World ex-US ETF 10.0 $507.0 +1.0 +11.1% $50.70 +2.0%
2071 BROS DUTCH BROS INC Consumer Cyclical 7.0 $503.0 NEW $71.86 -32.0%
2072 MAT MATTEL INC Consumer Cyclical 36.0 $500.0 NEW $13.89 +7.6%
2073 QTUM ETF SER SOLUTIONS 3.0 $496.0 NEW $165.33 -10.5%
2074 BUG GLOBAL X FDS 13.0 $496.0 NEW $38.15 +14.6%
2075 TME TENCENT MUSIC ENTMT GROUP Communication Services 59.0 $496.0 NEW $8.41 -1.6%
2076 AMR ALPHA METALLURGICAL RESOUR I Energy 3.0 $495.0 NEW $165.00 +42.8%
2077 MTCH MATCH GROUP INC NEW Communication Services 13.0 $495.0 NEW $38.08 +6.8%
2078 FPI FARMLAND PARTNERS INC Real Estate 51.0 $494.0 NEW $9.69 +6.2%
2079 GFS GLOBALFOUNDRIES INC Technology 6.0 $494.0 NEW $82.33 -45.7%
2080 MPB MID PENN BANCORP INC Financial Services 14.0 $488.0 NEW $34.86 +4.5%
Page 104 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%