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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 64 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CHW CALAMOS GBL DYN INCOME FUND Financial Services 490.0 $4K 0.00% NEW $8.91 -5.8%
1262 FR FIRST INDL RLTY TR INC Real Estate 71.0 $4K 0.00% NEW $61.31 +1.8%
1263 INDB INDEPENDENT BK CORP MASS Financial Services 52.0 $4K 0.00% NEW $83.71 -4.5%
1264 THG HANOVER INS GROUP INC Financial Services 20.0 $4K 0.00% NEW $217.50 +3.9%
1265 SOLV SOLVENTUM CORP Healthcare 56.0 $4K 0.00% NEW $77.14 +17.9%
1266 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 125.0 $4K 0.00% NEW $34.53 +20.8%
1267 INVA INNOVIVA INC Healthcare 190.0 $4K 0.00% NEW $22.71 -7.2%
1268 FXU FIRST TR EXCHANGE-TRADED FD 87.0 $4K 0.00% NEW $49.34 -5.1%
1269 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 196.0 $4K 0.00% NEW $21.86 -8.1%
1270 TPG TPG INC Financial Services 105.0 $4K 0.00% NEW $40.55 +29.2%
1271 AUSF GLOBAL X FDS 87.0 $4K 0.00% NEW $48.86 +6.0%
1272 ADC AGREE RLTY CORP Real Estate 56.0 $4K 0.00% NEW $75.73 -4.3%
1273 JBL JABIL INC Technology 11.0 $4K 0.00% NEW $385.45 -22.4%
1274 GMAB GENMAB A/S Healthcare 154.0 $4K 0.00% NEW $27.47 +21.2%
1275 EPHE ISHARES TR 175.0 $4K 0.00% NEW $24.16 -0.1%
1276 LEIDOS HOLDINGS INC 41.0 $4K 0.00% NEW $102.98
1277 HAMILTON INSURANCE GROUP LTD 124.0 $4K 0.00% NEW $33.94
1278 TVTX TRAVERE THERAPEUTICS INC Healthcare 74.0 $4K 0.00% NEW $56.81 +15.7%
1279 ISTB ISHARES TR 87.0 $4K 0.00% NEW $48.25 -1.1%
1280 MTH MERITAGE HOMES CORP Consumer Cyclical 50.0 $4K 0.00% NEW $83.84 -19.5%
Page 64 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%