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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 21 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BUFB INNOVATOR LADDERED 1,200.0 $47K 0.03% NEW $39.31 +2.2%
402 USIG iShares Broad USD Investment Grade Corporate Bond ETF 908.0 $47K 0.03% -31.0 -3.3% $51.29 -2.0%
403 BURL BURLINGTON STORES INC Consumer Cyclical 147.0 $47K 0.03% NEW $316.80 -18.7%
404 BHP BHP BILLITON LIMITED Basic Materials 559.0 $47K 0.03% NEW $83.26 +13.1%
405 JMOM J P MORGAN EXCHANGE TRADED F 544.0 $46K 0.03% NEW $85.46 -3.8%
406 XOP STATE STREET 300.0 $46K 0.03% $154.26 +21.4%
407 F FORD MTR CO Consumer Cyclical 3,329.0 $46K 0.03% NEW $13.90 +0.4%
408 VLTO VERALTO CORP Industrials 519.0 $46K 0.03% +515.0 +10000.0% $88.68 +11.4%
409 CHT CHUNGHWA TELECOM CO LTD Communication Services 1,032.0 $46K 0.03% NEW $44.27 -2.7%
410 MFC MANULIFE FINL CORP Financial Services 1,127.0 $46K 0.03% NEW $40.49 +4.9%
411 ED CONSOLIDATED EDISON INC Utilities 410.0 $45K 0.03% NEW $110.69 -3.4%
412 PKG PACKAGING CORP AMER Consumer Cyclical 190.0 $45K 0.02% NEW $238.28 -0.2%
413 FRHC FREEDOM HOLDING CORP Financial Services 344.0 $45K 0.02% NEW $130.47 +32.2%
414 MXL MAXLINEAR INC Technology 347.0 $44K 0.02% NEW $128.03 -53.0%
415 GRMN GARMIN LTD Technology 186.0 $44K 0.02% NEW $237.72 +19.5%
416 NKE NIKE INC Consumer Cyclical 1,065.0 $44K 0.02% NEW $41.06 -4.7%
417 CENCORA INC 153.0 $43K 0.02% +149.0 +3725.0% $283.12
418 DRD DRDGOLD LIMITED Basic Materials 2,025.0 $43K 0.02% NEW $21.30 +32.0%
419 IUSG ISHARES TR 228.0 $43K 0.02% +6.0 +2.7% $188.09 +1.1%
420 PAYX PAYCHEX INC Industrials 432.0 $42K 0.02% +282.0 +188.0% $98.35 +28.9%
Page 21 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%