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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 5 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRSK NORTHERN LIGHTS FD TR 11,250.0 $434K 0.23% +3K +38.3% $38.61 +2.7%
82 PH PARKER-HANNIFIN CORP Industrials 442.0 $432K 0.23% +133.0 +43.0% $978.13 +1.7%
83 AIRR FIRST TRUST 3,116.0 $415K 0.23% $133.26 -17.8%
84 MA MASTERCARD INCORPORATED Financial Services 808.0 $415K 0.22% -78.0 -8.8% $513.37 +16.0%
85 NFG NATIONAL FUEL GAS CO Energy 5,264.0 $406K 0.22% +214.0 +4.2% $77.21 +7.5%
86 SPYM SPDR SERIES TRUST 4,618.0 $406K 0.22% +753.0 +19.5% $87.89 +3.1%
87 EMR EMERSON ELEC CO Industrials 2,804.0 $401K 0.22% -26.0 -0.9% $143.17 +8.4%
88 FXH FIRST TR EXCHANGE-TRADED FD 3,212.0 $393K 0.21% +37.0 +1.2% $122.38 +8.8%
89 XMMO INVESCO EXCHANGE TRADED FD T 2,297.0 $391K 0.21% NEW $170.14 -10.0%
90 INTC INTEL CORP Technology 2,789.0 $389K 0.21% NEW $139.63 -35.9%
91 REGL PROSHARES S&P 4,226.0 $387K 0.21% $91.56 +2.2%
92 BNDX VANGUARD CHARLOTTE FDS 7,896.0 $382K 0.21% +3K +78.1% $48.43 -1.7%
93 PANW PALO ALTO NETWORKS INC Technology 1,115.0 $380K 0.21% +461.0 +70.5% $341.02 +9.0%
94 VTIP VANGUARD MALVERN FDS 7,433.0 $373K 0.20% -63.0 -0.8% $50.23 -1.2%
95 GSLC GOLDMAN SACHS 2,617.0 $371K 0.20% $141.90 +3.5%
96 CSCO CISCO SYS INC Technology 3,147.0 $370K 0.20% -247.0 -7.3% $117.45 -6.4%
97 IJR ISHARES TR 2,468.0 $366K 0.20% +2K +4646.1% $148.31 -1.8%
98 SMH VANECK ETF TRUST 558.0 $366K 0.20% NEW $655.89 -15.7%
99 KO COCA COLA CO Consumer Defensive 4,472.0 $363K 0.20% +637.0 +16.6% $81.27 +10.3%
100 IDEV ISHARES TR 4,000.0 $356K 0.19% +153.0 +4.0% $89.01 +4.4%
Page 5 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%