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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 50 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 RITM RITHM CAPITAL CORP Real Estate 868.0 $8K 0.00% NEW $9.39 +5.3%
982 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 272.0 $8K 0.00% NEW $29.93 +12.3%
983 HAFN HAFNIA LTD Industrials 1,226.0 $8K 0.00% NEW $6.64 +29.4%
984 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 27.0 $8K 0.00% NEW $301.04 -18.2%
985 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 102.0 $8K 0.00% NEW $79.22 +8.3%
986 DG DOLLAR GEN CORP Consumer Defensive 70.0 $8K 0.00% NEW $115.37 +13.6%
987 IT GARTNER INC Technology 62.0 $8K 0.00% NEW $129.61 +46.5%
988 JPMorgan Ultra-Short Income ETF 159.0 $8K 0.00% -6.0 -3.6% $50.44
989 WING WINGSTOP INC Consumer Cyclical 46.0 $8K 0.00% NEW $173.41 -36.8%
990 WEC WEC ENERGY GROUP INC Utilities 68.0 $8K 0.00% NEW $117.18 -9.4%
991 IWS ISHARES TR 48.0 $8K 0.00% NEW $164.60 +2.3%
992 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 453.0 $8K 0.00% NEW $17.35 -10.4%
993 NDSN NORDSON CORP Industrials 26.0 $8K 0.00% NEW $301.69 +4.2%
994 AMSF AMERISAFE INC Financial Services 231.0 $8K 0.00% NEW $33.83 -23.3%
995 MKL MARKEL GROUP INC Financial Services 4.0 $8K 0.00% NEW $1953.00 -8.0%
996 FIXD FIRST TR EXCHNG TRADED FD VI 179.0 $8K 0.00% NEW $43.61 -2.2%
997 URA GLOBAL X FDS 178.0 $8K 0.00% NEW $43.70 +0.5%
998 CART MAPLEBEAR INC Consumer Cyclical 164.0 $8K 0.00% NEW $47.35 +5.7%
999 SEZL SEZZLE INC Financial Services 45.0 $8K 0.00% NEW $171.62 -33.3%
1000 FNV FRANCO NEV CORP Basic Materials 37.0 $8K 0.00% NEW $208.43 +22.5%
Page 50 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%