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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 45 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IDYA IDEAYA BIOSCIENCES INC Healthcare 276.0 $10K 0.01% NEW $37.27 +7.2%
882 WTFC WINTRUST FINL CORP Financial Services 64.0 $10K 0.01% NEW $160.72 -7.5%
883 CVNA CARVANA CO Consumer Cyclical 156.0 $10K 0.01% NEW $65.82 +9.7%
884 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 19.0 $10K 0.01% NEW $536.95 +0.3%
885 RDY DR REDDYS LABS LTD Healthcare 704.0 $10K 0.01% NEW $14.49 -16.0%
886 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 750.0 $10K 0.01% NEW $13.56 -0.7%
887 PDBA INVESCO ACTVELY MNGD ETC FD 285.0 $10K 0.01% NEW $35.62 +10.5%
888 FEM FIRST TR EXCH TRD ALPHDX FD 315.0 $10K 0.01% NEW $31.99 +3.7%
889 DFSD DIMENSIONAL ETF TRUST 211.0 $10K 0.01% NEW $47.75 -1.3%
890 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 58.0 $10K 0.01% NEW $173.12 -10.3%
891 IHY VANECK ETF TRUST 464.0 $10K 0.01% NEW $21.64 -0.5%
892 IVZ INVESCO LTD Financial Services 380.0 $10K 0.01% NEW $26.42 +21.1%
893 OXY OCCIDENTAL PETE CORP Energy 206.0 $10K 0.01% NEW $48.65 +25.3%
894 TSAKOS ENERGY NAVIGATION LTD 283.0 $10K 0.01% NEW $35.37
895 REMX VANECK ETF TRUST 113.0 $10K 0.01% NEW $88.50 -13.9%
896 RYANAIR HOLDINGS PLC 154.0 $10K 0.01% NEW $64.75
897 TRU TRANSUNION Industrials 138.0 $10K 0.01% +10.0 +7.8% $72.14 +16.0%
898 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 122.0 $10K 0.01% NEW $81.25 -9.6%
899 EVR EVERCORE INC Financial Services 29.0 $10K 0.01% NEW $341.45 -16.2%
900 INSTALLED BLDG PRODS INC 43.0 $10K 0.01% NEW $229.84
Page 45 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%