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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 116 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 LVO LIVEONE INC Communication Services 20.0 $128.0 $6.40 -39.5%
2302 CVSA COVISTA INC Consumer Cyclical 1.0 $125.0 NEW $125.00 +7.6%
2303 KBH KB HOME Consumer Cyclical 2.0 $125.0 NEW $62.50 -12.2%
2304 HMY HARMONY GOLD MNG LTD Basic Materials 8.0 $124.0 NEW $15.50 +30.5%
2305 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 4.0 $124.0 NEW $31.00 -11.4%
2306 SYNA SYNAPTICS INC Technology 1.0 $124.0 NEW $124.00 -23.3%
2307 ZIP ZIPRECRUITER INC Industrials 33.0 $124.0 NEW $3.76 +17.6%
2308 LOB LIVE OAK BANCSHARES INC Financial Services 3.0 $123.0 NEW $41.00 -2.1%
2309 DAC DANAOS CORPORATION Industrials 1.0 $122.0 NEW $122.00 +23.5%
2310 VOTE TCW Transform 500 ETF 1.0 $120.0 $120.00 -24.4%
2311 SUSC iShares ESG Aware USD Corporate Bond ETF 5.0 $120.0 +1.0 +25.0% $24.00 -5.4%
2312 WABC WESTAMERICA BANCORPORATION Financial Services 2.0 $117.0 NEW $58.50 -0.7%
2313 LTM LATAM AIRLINES GROUP SA Industrials 2.0 $117.0 NEW $58.50 -13.6%
2314 ALV AUTOLIV INC Consumer Cyclical 1.0 $116.0 NEW $116.00 +5.2%
2315 BSBR BANCO SANTANDER BRASIL S A Financial Services 22.0 $116.0 NEW $5.27 +10.2%
2316 CLSK CLEANSPARK INC Technology 8.0 $116.0 NEW $14.50 -19.6%
2317 MNKD MANNKIND CORP Healthcare 27.0 $115.0 NEW $4.26 -7.3%
2318 IFS INTERCORP FINL SVCS INC Financial Services 2.0 $114.0 NEW $57.00 -4.1%
2319 PAYO PAYONEER GLOBAL INC Technology 16.0 $114.0 NEW $7.12 -0.2%
2320 RES RPC INC Energy 19.0 $113.0 NEW $5.95 +7.6%
Page 116 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%