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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 17 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OKE ONEOK INC NEW Energy 792.0 $69K 0.04% +294.0 +59.0% $86.94 +9.0%
322 PWR QUANTA SVCS INC Industrials 95.0 $68K 0.04% NEW $720.05 -16.3%
323 TRV TRAVELERS COMPANIES INC Financial Services 207.0 $68K 0.04% +204.0 +6800.0% $330.16 +12.0%
324 ACN ACCENTURE PLC IRELAND Technology 544.0 $68K 0.04% NEW $124.47 +52.3%
325 ROST ROSS STORES INC Consumer Cyclical 315.0 $67K 0.04% +309.0 +5150.0% $212.89 +7.4%
326 INTL NORTHERN LTS FD TR IV 2,166.0 $66K 0.04% NEW $30.59 +2.6%
327 QALT SEI DBi Multi-Strategy Alternative ETF 2,491.0 $66K 0.04% $26.54 +0.1%
328 AEM AGNICO EAGLE MINES LTD Basic Materials 426.0 $66K 0.04% +226.0 +113.0% $155.20 +32.9%
329 AMP AMERIPRISE FINL INC Financial Services 144.0 $66K 0.04% NEW $458.91 +21.9%
330 FVD FIRST TR EXCHANGE-TRADED FD 1,366.0 $66K 0.04% +291.0 +27.1% $48.18 +4.8%
331 BUFQ FIRST TRUST 1,675.0 $66K 0.04% $39.27 +1.1%
332 INTU INTUIT Technology 251.0 $66K 0.04% +221.0 +736.7% $261.32 +37.0%
333 AEP AMERICAN ELEC PWR CO INC Utilities 479.0 $65K 0.04% NEW $136.68 -10.5%
334 CGMM CAPITAL GROUP EQUITY ETF TR 1,963.0 $65K 0.04% NEW $32.97 -0.5%
335 BGRN ISHARES GLOBAL 1,361.0 $65K 0.04% $47.47 -1.1%
336 VWOB VANGUARD WHITEHALL FDS 959.0 $64K 0.04% +84.0 +9.6% $67.25 -1.8%
337 TMUS T-MOBILE US INC Communication Services 383.0 $64K 0.04% +358.0 +1432.0% $167.84 +8.1%
338 BX BLACKSTONE INC Financial Services 546.0 $64K 0.04% NEW $117.63 +21.0%
339 TRGP TARGA RES CORP Energy 239.0 $64K 0.04% NEW $268.18 +7.3%
340 PULS PGIM ULTRA 1,293.0 $64K 0.04% +13.0 +1.0% $49.56 +0.3%
Page 17 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%