BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 58 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FIRST TR EXCHANGE-TRADED FD 107.0 $6K 0.00% NEW $54.40
1142 TLH ISHARES TR 58.0 $6K 0.00% NEW $100.34 -4.1%
1143 IRM IRON MTN INC DEL Real Estate 46.0 $6K 0.00% NEW $126.30 -10.9%
1144 FENY FIDELITY COVINGTON TRUST 196.0 $6K 0.00% NEW $29.56 +21.6%
1145 ANGO ANGIODYNAMICS INC Healthcare 445.0 $6K 0.00% NEW $13.01 +22.9%
1146 CARNIVAL CORP LTD 202.0 $6K 0.00% NEW $28.57
1147 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 74.0 $6K 0.00% NEW $77.86 -13.2%
1148 DECK DECKERS OUTDOOR CORP Consumer Cyclical 58.0 $6K 0.00% NEW $99.29 -14.2%
1149 AFK VANECK ETF TRUST 224.0 $6K 0.00% NEW $25.70 +13.1%
1150 AIT APPLIED INDL TECHNOLOGIES IN Industrials 17.0 $6K 0.00% NEW $338.18 -4.8%
1151 KSA ISHARES TR 154.0 $6K 0.00% NEW $37.31 +3.0%
1152 WST WEST PHARMACEUTICAL SVSC INC Healthcare 16.0 $6K 0.00% NEW $359.00 -4.2%
1153 GIS GENERAL MILLS INC Consumer Defensive 165.0 $6K 0.00% NEW $34.80 +17.8%
1154 LII LENNOX INTL INC Industrials 10.0 $6K 0.00% NEW $573.20 -34.5%
1155 LNC LINCOLN NATL CORP IND Financial Services 162.0 $6K 0.00% NEW $35.35 +25.6%
1156 POWL POWELL INDS INC Industrials 20.0 $6K 0.00% NEW $286.35 -39.4%
1157 CFR CULLEN FROST BANKERS INC Financial Services 37.0 $6K 0.00% NEW $154.51 +5.0%
1158 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 179.0 $6K 0.00% NEW $31.80 +10.4%
1159 SD SANDRIDGE ENERGY INC Energy 415.0 $6K 0.00% +15.0 +3.8% $13.70 +4.7%
1160 APTIV PLC 92.0 $6K 0.00% +67.0 +268.0% $61.38
Page 58 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%