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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 31 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ZS ZSCALER INC Technology 153.0 $22K 0.01% +53.0 +53.0% $141.15 +33.5%
602 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 405.0 $22K 0.01% NEW $53.29 +9.3%
603 TFLR T Rowe Price Floating Rate ETF 427.0 $22K 0.01% $50.41 +0.6%
604 DFAC DIMENSIONAL ETF TRUST 485.0 $22K 0.01% NEW $44.36 +2.3%
605 NATWEST GROUP PLC 1,220.0 $22K 0.01% NEW $17.63
606 GSK GSK PLC Healthcare 409.0 $21K 0.01% +204.0 +99.5% $52.42 -4.1%
607 PSKY PARAMOUNT SKYDANCE CORP Communication Services 2,172.0 $21K 0.01% NEW $9.86 +10.6%
608 JIVE J P MORGAN EXCHANGE TRADED F 232.0 $21K 0.01% NEW $91.95 +6.5%
609 IUSV ISHARES TR 193.0 $21K 0.01% +8.0 +4.3% $110.15 +3.9%
610 AVDE AMERICAN CENTY ETF TR 238.0 $21K 0.01% NEW $89.20 +5.0%
611 MLI MUELLER INDS INC Industrials 172.0 $21K 0.01% NEW $123.16 -49.3%
612 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,060.0 $21K 0.01% NEW $19.89 +14.4%
613 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 893.0 $21K 0.01% NEW $23.57 +9.6%
614 PWRD TCW ETF TRUST 171.0 $21K 0.01% NEW $122.96 -14.4%
615 RDVY FIRST TR EXCHANGE TRADED FD 259.0 $21K 0.01% -240.0 -48.1% $81.06 +0.5%
616 FLKR FRANKLIN TEMPLETON ETF TR 317.0 $21K 0.01% NEW $66.08 -9.8%
617 RKLB ROCKET LAB CORP Industrials 206.0 $21K 0.01% NEW $101.66 -37.1%
618 DGRO ISHARES TR 276.0 $21K 0.01% NEW $75.82 +4.2%
619 INGERSOLL RAND INC 255.0 $21K 0.01% NEW $81.99
620 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 208.0 $21K 0.01% NEW $100.07 +7.9%
Page 31 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%