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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 3 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SUB ISHARES TR 10,006.0 $1.1M 0.58% +1K +14.4% $106.47 -0.2%
42 JBND J P MORGAN EXCHANGE TRADED F 19,605.0 $1.0M 0.57% +153.0 +0.8% $53.50 -1.5%
43 J P MORGAN EXCHANGE TRADED F 13,469.0 $974K 0.53% $72.28
44 VB VANGUARD INDEX FDS 3,206.0 $972K 0.53% +1K +57.9% $303.14 -0.8%
45 MTB M & T BK CORP Financial Services 4,058.0 $966K 0.52% +36.0 +0.9% $238.02 -0.3%
46 WMT WALMART INC Consumer Defensive 7,672.0 $869K 0.47% -173.0 -2.2% $113.27 -9.0%
47 VTEB VANGUARD MUN BD FDS 17,057.0 $863K 0.47% +10K +130.1% $50.58 -2.3%
48 GLD SPDR GOLD TR Financial Services 2,323.0 $856K 0.46% +243.0 +11.7% $368.38 +11.0%
49 KLAC KLA CORP Technology 2,715.0 $819K 0.44% +2K +883.7% $301.69 -41.8%
50 IJH ISHARES TR 10,214.0 $788K 0.43% +4K +66.7% $77.11 -1.8%
51 V VISA INC Financial Services 2,278.0 $781K 0.42% -27.0 -1.2% $343.06 +11.2%
52 VWO VANGUARD INTL EQUITY INDEX F 12,740.0 $760K 0.41% +1K +8.8% $59.69 +1.8%
53 XOM EXXON MOBIL CORP Energy 5,510.0 $753K 0.41% +756.0 +15.9% $136.73 +14.6%
54 AMAT APPLIED MATLS INC Technology 971.0 $702K 0.38% +15.0 +1.6% $723.18 -36.2%
55 STNG SCORPIO TANKERS INC Energy 9,796.0 $678K 0.37% +146.0 +1.5% $69.26 +12.7%
56 STIP ISHARES TR 6,639.0 $678K 0.37% +620.0 +10.3% $102.16 -1.5%
57 VIG VANGUARD SPECIALIZED FUNDS 2,865.0 $678K 0.37% +143.0 +5.2% $236.59 +2.7%
58 EDGI ADVISORS INNER CIRCLE FD II 21,718.0 $672K 0.36% NEW $30.94 +3.3%
59 USMV ISHARES TR 6,912.0 $667K 0.36% +642.0 +10.2% $96.46 +5.5%
60 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 682.0 $638K 0.34% -40.0 -5.5% $935.34 +1.1%
Page 3 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%