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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 46 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 QQQJ INVESCO EXCH TRADED FD TR II 217.0 $10K 0.01% NEW $45.44 -1.5%
902 FDT FIRST TR EXCH TRD ALPHDX FD 104.0 $10K 0.01% -247.0 -70.4% $94.67 +0.7%
903 VRSN VERISIGN INC Technology 39.0 $10K 0.01% NEW $252.23 +14.3%
904 RMBS RAMBUS INC DEL Technology 74.0 $10K 0.01% NEW $132.74 -36.4%
905 GRPN GROUPON INC Communication Services 408.0 $10K 0.01% NEW $24.06 -23.3%
906 ACMR ACM RESH INC Technology 77.0 $10K 0.01% NEW $126.90 -44.8%
907 NVTS NAVITAS SEMICONDUCTOR CORP Technology 545.0 $10K 0.01% NEW $17.92 -38.9%
908 KT KT CORP Communication Services 565.0 $10K 0.01% NEW $17.28 +13.8%
909 ILCG ISHARES TR 83.0 $10K 0.01% NEW $117.02 -2.9%
910 BCH BANCO DE CHILE Financial Services 244.0 $10K 0.01% NEW $39.76 +4.3%
911 ICOW PACER FDS TR 233.0 $10K 0.01% NEW $41.63 +7.8%
912 TRP TC ENERGY CORP Energy 145.0 $10K 0.01% NEW $66.43 -5.0%
913 LPL LG DISPLAY CO LTD Technology 2,462.0 $10K 0.01% NEW $3.89 -15.9%
914 TRNS TRANSCAT INC Industrials 103.0 $10K 0.01% +3.0 +3.0% $92.77 -8.5%
915 KN KNOWLES CORP Technology 230.0 $10K 0.01% NEW $41.48 -17.2%
916 MANU MANCHESTER UTD PLC NEW Communication Services 415.0 $10K 0.01% NEW $22.93 -7.5%
917 IEF ISHARES TR 100.0 $9K 0.01% NEW $94.57 -2.6%
918 MDB MONGODB INC Technology 28.0 $9K 0.01% NEW $335.89 +29.3%
919 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 775.0 $9K 0.01% NEW $12.06 -20.7%
920 FLLA FRANKLIN TEMPLETON ETF TR 352.0 $9K 0.01% NEW $26.51 +4.0%
Page 46 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%