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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 123 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 VYX NCR VOYIX CORPORATION Technology 2.0 $16.0 NEW $8.00 +9.8%
2442 QS QUANTUMSCAPE CORP Consumer Cyclical 2.0 $15.0 NEW $7.50 -25.2%
2443 MARA MARA HOLDINGS INC Financial Services 1.0 $14.0 NEW $14.00 -23.8%
2444 RUN SUNRUN INC Energy 1.0 $13.0 NEW $13.00 -32.5%
2445 TROX TRONOX HOLDINGS PLC Basic Materials 2.0 $13.0 NEW $6.50 -16.9%
2446 NFE NEW FORTRESS ENERGY INC Utilities 21.0 $8.0 NEW $0.38 -23.2%
2447 UWMC UWM HOLDINGS CORPORATION Financial Services 3.0 $7.0 NEW $2.33 -36.1%
2448 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 1.0 $6.0 NEW $6.00 -8.3%
2449 INOVIO PHARMACEUTICALS 5.0 $6.0 $1.20
2450 ANNX ANNEXON INC Healthcare 1.0 $6.0 NEW $6.00 -17.2%
Page 123 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%