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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 106 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 CDE COEUR MNG INC Basic Materials 28.0 $457.0 NEW $16.32 +27.3%
2102 MZTI MARZETTI COMPANY Consumer Defensive 4.0 $457.0 NEW $114.25 -1.4%
2103 REPL REPLIMUNE GROUP INC Healthcare 41.0 $454.0 NEW $11.07 +38.2%
2104 HIW HIGHWOODS PPTYS INC Real Estate 15.0 $452.0 NEW $30.13 +1.5%
2105 IRT INDEPENDENCE RLTY TR INC Real Estate 27.0 $451.0 NEW $16.70 -3.1%
2106 GH GUARDANT HEALTH INC Healthcare 3.0 $450.0 NEW $150.00 +6.0%
2107 EXK ENDEAVOUR SILVER CORP Basic Materials 54.0 $447.0 NEW $8.28 +29.4%
2108 CR CRANE COMPANY Industrials 2.0 $446.0 NEW $223.00 -8.0%
2109 INSP INSPIRE MED SYS INC Healthcare 10.0 $446.0 NEW $44.60 +41.2%
2110 IWN ISHARES TR 2.0 $442.0 NEW $221.00 +0.4%
2111 GAMESTOP CORP 20.0 $442.0 NEW $22.10
2112 IMAX IMAX CORP Communication Services 11.0 $438.0 NEW $39.82 +28.6%
2113 OSIS OSI SYSTEMS INC Technology 2.0 $437.0 NEW $218.50 -4.8%
2114 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 44.0 $436.0 NEW $9.91 -30.2%
2115 TEX TEREX CORP NEW Industrials 6.0 $434.0 NEW $72.33 -12.2%
2116 AMPX AMPRIUS TECHNOLOGIES INC Industrials 31.0 $430.0 NEW $13.87 -28.8%
2117 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 20.0 $429.0 NEW $21.45 +16.2%
2118 TIGR UP FINTECH HLDG LTD Financial Services 97.0 $427.0 NEW $4.40 +14.5%
2119 HWKN HAWKINS INC Basic Materials 3.0 $426.0 NEW $142.00 -15.3%
2120 CBL CBL & ASSOC PPTYS INC Real Estate 8.0 $425.0 NEW $53.12 +2.9%
Page 106 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%