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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 39 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CNC CENTENE CORP DEL Healthcare 216.0 $14K 0.01% NEW $64.19 +1.0%
762 ANAB ANAPTYSBIO INC Healthcare 205.0 $14K 0.01% NEW $67.50 -18.0%
763 VSTS VESTIS CORPORATION Industrials 945.0 $14K 0.01% NEW $14.52 -16.3%
764 NTES NETEASE COM INC Technology 107.0 $14K 0.01% NEW $128.14 -6.3%
765 NMR NOMURA HLDGS INC Financial Services 1,560.0 $14K 0.01% NEW $8.78 +15.9%
766 ALC ALCON AG Healthcare 204.0 $14K 0.01% NEW $67.11 +7.0%
767 ZBIO ZENAS BIOPHARMA INC Healthcare 538.0 $14K 0.01% NEW $25.38 +26.3%
768 INTA INTAPP INC Technology 540.0 $14K 0.01% NEW $25.21 +68.0%
769 ATKR ATKORE INC Industrials 179.0 $14K 0.01% +79.0 +79.0% $76.04 +23.2%
770 FTGS FIRST TR EXCHANGE-TRADED FD 367.0 $14K 0.01% -349.0 -48.7% $37.00 +4.6%
771 PAAS PAN AMERN SILVER CORP Basic Materials 303.0 $14K 0.01% NEW $44.79 +12.6%
772 AEE AMEREN CORP Utilities 120.0 $14K 0.01% NEW $113.04 -6.3%
773 PSTG EVERPURE INC 172.0 $14K 0.01% +127.0 +282.2% $78.79
774 GRID FIRST TRUST 70.0 $13K 0.01% $191.76 -8.5%
775 FBND FIDELITY MERRIMACK STR TR 295.0 $13K 0.01% NEW $45.49 -1.9%
776 TWLO TWILIO INC Communication Services 65.0 $13K 0.01% NEW $206.32 +10.4%
777 GTO INVESCO ACTIVELY MANAGED EXC 286.0 $13K 0.01% NEW $46.87 -2.1%
778 NWE NORTHWESTERN ENERGY GROUP IN Utilities 187.0 $13K 0.01% NEW $71.62 -2.5%
779 AMERICAN COASTAL INS CORP 1,204.0 $13K 0.01% NEW $11.10
780 CGW INVESCO S&P 200.0 $13K 0.01% NEW $65.73 -2.9%
Page 39 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%