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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 44 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 STM STMICROELECTRONICS N V Technology 146.0 $11K 0.01% NEW $74.89 -34.0%
862 AMRIZE LTD 205.0 $11K 0.01% NEW $53.30
863 HOG HARLEY DAVIDSON INC Consumer Cyclical 446.0 $11K 0.01% NEW $24.44 +11.1%
864 KNSL KINSALE CAP GROUP INC Financial Services 33.0 $11K 0.01% NEW $329.91 +12.9%
865 SPIB SPDR SERIES TRUST 325.0 $11K 0.01% +290.0 +828.6% $33.46 -1.8%
866 SKM SK TELECOM CO LTD Communication Services 338.0 $11K 0.01% NEW $32.16 +17.4%
867 JHG JANUS HENDERSON GROUP PLC Financial Services 208.0 $11K 0.01% NEW $51.95 -0.0%
868 GPC GENUINE PARTS CO Consumer Cyclical 91.0 $11K 0.01% +35.0 +62.5% $117.98 +14.3%
869 UGI UGI CORP NEW Utilities 310.0 $11K 0.01% NEW $34.54 +11.3%
870 SUSA ISHARES TR 69.0 $11K 0.01% NEW $154.30 +1.6%
871 BIIB BIOGEN INC Healthcare 49.0 $11K 0.01% NEW $216.06 -0.0%
872 CORT CORCEPT THERAPEUTICS INC Healthcare 121.0 $11K 0.01% NEW $86.95 +30.4%
873 UAA UNDER ARMOUR INC Consumer Cyclical 1,643.0 $10K 0.01% NEW $6.39 -23.0%
874 Q QNITY ELECTRONICS INC Technology 64.0 $10K 0.01% NEW $163.31 -29.3%
875 FNDC SCHWAB STRATEGIC TR 215.0 $10K 0.01% NEW $48.56 +4.6%
876 OMF ONEMAIN HLDGS INC Financial Services 171.0 $10K 0.01% NEW $60.97 +0.2%
877 VOE VANGUARD INDEX FDS 52.0 $10K 0.01% -20.0 -27.8% $199.40 +3.2%
878 STANDARDAERO INC 346.0 $10K 0.01% NEW $29.91
879 CASY CASEYS GEN STORES INC Consumer Cyclical 13.0 $10K 0.01% NEW $794.77 -3.5%
880 CVLC MORGAN STANLEY ETF TRUST 109.0 $10K 0.01% NEW $94.47 +0.6%
Page 44 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%