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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 24 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MAREX GROUP PLC 588.0 $36K 0.02% NEW $60.97
462 RDNT RADNET INC Healthcare 577.0 $36K 0.02% NEW $61.67 +22.9%
463 MFG MIZUHO FINANCIAL GROUP INC Financial Services 3,710.0 $36K 0.02% NEW $9.58 +11.1%
464 BTU PEABODY ENGR CORP Energy 1,531.0 $35K 0.02% -469.0 -23.4% $23.12 +28.4%
465 SCHG SCHWAB STRATEGIC TR 1,042.0 $35K 0.02% +246.0 +30.9% $33.84 +5.4%
466 CSM PROSHARES TR 412.0 $35K 0.02% NEW $85.22 +3.6%
467 HPE HEWLETT PACKARD ENTERPRISE C Technology 778.0 $35K 0.02% +606.0 +352.3% $45.11 +15.8%
468 A AGILENT TECHNOLOGIES INC Healthcare 264.0 $35K 0.02% NEW $132.83 +15.6%
469 CAH CARDINAL HEALTH INC Healthcare 147.0 $35K 0.02% NEW $237.57 -1.2%
470 CDW CDW CORP Technology 248.0 $35K 0.02% +98.0 +65.3% $140.64 +7.8%
471 ADSK AUTODESK INC Technology 179.0 $35K 0.02% NEW $194.42 +33.0%
472 AIG AMERICAN INTL GROUP INC Financial Services 464.0 $35K 0.02% NEW $74.53 +2.5%
473 GOVT ISHARES TR 1,501.0 $34K 0.02% +1K +762.6% $22.78 -1.5%
474 NGG NATIONAL GRID PLC Utilities 412.0 $34K 0.02% +286.0 +227.0% $82.87 -4.5%
475 VALE VALE S A Basic Materials 2,269.0 $34K 0.02% NEW $15.04 +0.3%
476 EME EMCOR GROUP INC Industrials 41.0 $34K 0.02% NEW $829.88 -11.5%
477 SAN BANCO SANTANDER SA Financial Services 2,462.0 $34K 0.02% NEW $13.80 +5.5%
478 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 130.0 $34K 0.02% NEW $261.37 +29.5%
479 SCHV Schwab U.S. Large-Cap Value ETF 972.0 $34K 0.02% +13.0 +1.4% $34.81 -0.9%
480 LHX L3HARRIS TECHNOLOGIES INC Industrials 116.0 $34K 0.02% NEW $290.60 -8.4%
Page 24 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%