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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 54 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PMVP PMV PHARMACEUTICALS Healthcare 5,082.0 $7K 0.00% $1.34 -6.0%
1062 EVEREST GROUP LTD 19.0 $7K 0.00% +16.0 +533.3% $357.26
1063 FISV FISERV INC Technology 138.0 $7K 0.00% +20.0 +16.9% $49.05 +6.0%
1064 DFGX DIMENSIONAL ETF TRUST 126.0 $7K 0.00% NEW $53.60 -3.5%
1065 STE STERIS PLC Healthcare 32.0 $7K 0.00% NEW $210.56 +9.4%
1066 HIMX HIMAX TECHNOLOGIES INC Technology 438.0 $7K 0.00% NEW $15.34 -12.0%
1067 CBU COMMUNITY FINANCIAL Financial Services 100.0 $7K 0.00% $67.12 -6.2%
1068 MLPX GLOBAL X 91.0 $7K 0.00% $73.66 +3.5%
1069 DFCF DIMENSIONAL ETF TRUST 158.0 $7K 0.00% -1K -90.0% $42.21 -2.0%
1070 FISI FINANCIAL INSTITUTIONS INC Financial Services 171.0 $7K 0.00% NEW $38.99 +4.7%
1071 CURB CURBLINE PPTYS CORP Real Estate 218.0 $7K 0.00% NEW $30.40 -3.2%
1072 GPIX GOLDMAN SACHS ETF TR 119.0 $7K 0.00% NEW $55.57 +0.2%
1073 IIGD INVESCO INVESTMENT 270.0 $7K 0.00% +3.0 +1.1% $24.47 -1.0%
1074 PCOR PROCORE TECHNOLOGIES INC Technology 162.0 $7K 0.00% NEW $40.62 +46.5%
1075 CMPX COMPASS THERAPEUTICS INC Healthcare 3,004.0 $7K 0.00% NEW $2.19 +11.0%
1076 BRBR BELLRING BRANDS INC Consumer Defensive 507.0 $7K 0.00% +480.0 +1777.8% $12.94 -17.1%
1077 MSTR STRATEGY INC Technology 75.0 $7K 0.00% NEW $86.93 +41.7%
1078 RGTI RIGETTI COMPUTING INC Technology 337.0 $7K 0.00% +112.0 +49.8% $19.32 -23.0%
1079 SMR NUSCALE PWR CORP Utilities 649.0 $7K 0.00% +299.0 +85.4% $10.03 -4.7%
1080 TOST TOAST INC Technology 234.0 $7K 0.00% NEW $27.82 +22.4%
Page 54 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%