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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 36 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SONY SONY GROUP CORP Technology 828.0 $17K 0.01% NEW $20.06 +24.3%
702 SH PROSHARES SHORT 500.0 $17K 0.01% NEW $33.02 -1.1%
703 FERROVIAL NV 240.0 $16K 0.01% NEW $68.61
704 HIG HARTFORD INSURANCE GROUP INC Financial Services 124.0 $16K 0.01% NEW $132.77 +2.9%
705 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 17.0 $16K 0.01% NEW $965.00 -15.1%
706 SNN SMITH & NEPHEW PLC Healthcare 569.0 $16K 0.01% NEW $28.81 +0.9%
707 KB KB FINL GROUP INC Financial Services 156.0 $16K 0.01% NEW $104.96 +18.9%
708 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 313.0 $16K 0.01% NEW $52.17 -3.9%
709 FLCB FRANKLIN TEMPLETON ETF TR 760.0 $16K 0.01% NEW $21.40 -2.2%
710 WDS WOODSIDE ENERGY GROUP LTD Energy 836.0 $16K 0.01% NEW $19.32 +23.1%
711 LBRDK LIBERTY BROADBAND CORP Communication Services 485.0 $16K 0.01% NEW $33.26 +8.3%
712 FCFS FIRSTCASH HOLDINGS INC Financial Services 74.0 $16K 0.01% NEW $216.61 -1.4%
713 BUNGE GLOBAL SA 150.0 $16K 0.01% NEW $106.73
714 DCOR DIMENSIONAL ETF TRUST 195.0 $16K 0.01% NEW $81.98 +2.1%
715 HSMV FIRST TR EXCH TRADED FD III 417.0 $16K 0.01% NEW $38.27 +0.2%
716 DRI DARDEN RESTAURANTS INC Consumer Cyclical 77.0 $16K 0.01% +56.0 +266.7% $206.38 +4.1%
717 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 251.0 $16K 0.01% NEW $63.25 +26.7%
718 PACS PACS GROUP INC Financial Services 372.0 $16K 0.01% NEW $42.64 -1.5%
719 MOO VANECK AGRIBUSINESS 200.0 $16K 0.01% NEW $79.20 +9.8%
720 VBR Vanguard Morningstar Small-Cap Value ETF 65.0 $16K 0.01% -17.0 -20.7% $243.34 +0.1%
Page 36 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%