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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 28 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FE FIRSTENERGY CORP Utilities 549.0 $26K 0.01% NEW $47.57 -3.6%
542 AR ANTERO RESOURCES CORP Energy 741.0 $26K 0.01% +241.0 +48.2% $35.14 +9.5%
543 VCIT VANGUARD INTERMEDIATE 313.0 $26K 0.01% -3.0 -0.9% $82.65 -1.9%
544 RLI RLI CORP Financial Services 437.0 $26K 0.01% NEW $59.07 +7.4%
545 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 355.0 $26K 0.01% NEW $72.51 +7.4%
546 BN BROOKFIELD CORP Financial Services 602.0 $26K 0.01% NEW $42.58 -3.2%
547 BLCR BLACKROCK ETF TRUST 508.0 $26K 0.01% NEW $50.37 -2.4%
548 BBB FOODS INC 613.0 $26K 0.01% NEW $41.67
549 DDOG DATADOG INC Technology 98.0 $26K 0.01% +66.0 +206.2% $260.37 -9.0%
550 FERG FERGUSON ENTERPRISES INC Industrials 107.0 $25K 0.01% NEW $237.33 -5.4%
551 PUK PRUDENTIAL PLC Financial Services 947.0 $25K 0.01% NEW $26.81 +1.7%
552 BIL SPDR SERIES TRUST 277.0 $25K 0.01% NEW $91.64 +0.0%
553 AGNC AGNC INVT CORP Real Estate 2,320.0 $25K 0.01% NEW $10.90 -1.6%
554 LNG CHENIERE ENERGY INC Energy 106.0 $25K 0.01% NEW $238.42 +22.3%
555 TEL TE CONNECTIVITY PLC Technology 125.0 $25K 0.01% NEW $201.62 +1.8%
556 HDB HDFC BANK LTD Financial Services 972.0 $25K 0.01% NEW $25.83 -12.1%
557 PRU PRUDENTIAL FINL INC Financial Services 232.0 $25K 0.01% +125.0 +116.8% $108.08 +8.8%
558 PNR PENTAIR PLC Industrials 327.0 $25K 0.01% NEW $76.66 -21.1%
559 NU NU HLDGS LTD Financial Services 1,867.0 $25K 0.01% NEW $13.36 +8.9%
560 IUSB ISHARES TR 539.0 $25K 0.01% NEW $46.15 -1.5%
Page 28 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%