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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 23 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BUFF INNOVATOR ETFS 750.0 $40K 0.02% NEW $52.68 +2.0%
442 TFLO ISHARES TR 777.0 $39K 0.02% NEW $50.63 +0.0%
443 TNK TEEKAY TANKERS LTD Energy 599.0 $39K 0.02% +99.0 +19.8% $64.87 +38.2%
444 EFG ISHARES TR 311.0 $39K 0.02% NEW $124.42 -0.0%
445 SLF SUN LIFE FINANCIAL INC. Financial Services 489.0 $38K 0.02% NEW $78.48 -0.1%
446 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,126.0 $38K 0.02% NEW $34.00 +11.8%
447 FICO FAIR ISAAC CORP Technology 32.0 $38K 0.02% +7.0 +28.0% $1194.78 -4.0%
448 LNTH LANTHEUS HLDGS INC Healthcare 344.0 $38K 0.02% NEW $110.94 -9.0%
449 SRE SEMPRA Utilities 407.0 $38K 0.02% NEW $92.76 -11.9%
450 CM CANADIAN IMPERIAL BANK OF CO Financial Services 326.0 $37K 0.02% NEW $114.97 -1.3%
451 EOG EOG RES INC Energy 287.0 $37K 0.02% NEW $129.76 +11.7%
452 GHM GRAHAM CORP Industrials 300.0 $37K 0.02% $123.79 -29.6%
453 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,469.0 $37K 0.02% NEW $25.26 -3.8%
454 GVA GRANITE CONSTR INC Industrials 234.0 $37K 0.02% +34.0 +17.0% $158.08 -23.7%
455 IJK ISHARES TR 314.0 $37K 0.02% NEW $117.50 -3.7%
456 PHM PULTE GROUP INC Consumer Cyclical 266.0 $37K 0.02% NEW $137.26 -8.0%
457 NET CLOUDFLARE INC Technology 148.0 $36K 0.02% NEW $245.28 +24.5%
458 WSM WILLIAMS SONOMA INC Consumer Cyclical 155.0 $36K 0.02% NEW $233.10 -2.1%
459 DLR DIGITAL RLTY TR INC Real Estate 201.0 $36K 0.02% +162.0 +415.4% $179.71 +3.3%
460 EA ELECTRONIC ARTS INC Communication Services 175.0 $36K 0.02% NEW $205.06 +2.3%
Page 23 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%