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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 65 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 SFL SFL CORPORATION LTD Industrials 411.0 $4K 0.00% NEW $10.20 +21.9%
1282 JAMES HARDIE INDS PLC 160.0 $4K 0.00% -100.0 -38.5% $26.18
1283 LYTS LSI INDS INC OHIO Technology 156.0 $4K 0.00% NEW $26.62 -26.3%
1284 FUTY FIDELITY COVINGTON TRUST 71.0 $4K 0.00% NEW $58.42 -5.9%
1285 AXS AXIS CAP HLDGS LTD Financial Services 39.0 $4K 0.00% NEW $106.33 -6.1%
1286 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 39.0 $4K 0.00% NEW $106.26 +4.4%
1287 KBR KBR INC Industrials 120.0 $4K 0.00% NEW $34.53 +7.0%
1288 ONDS ONDAS INC Technology 500.0 $4K 0.00% NEW $8.24 -14.6%
1289 RH RH Consumer Cyclical 25.0 $4K 0.00% NEW $164.72 -12.3%
1290 ADMA ADMA BIOLOGICS INC Healthcare 491.0 $4K 0.00% NEW $8.37 +11.5%
1291 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 77.0 $4K 0.00% NEW $53.36 +7.9%
1292 DFEM DIMENSIONAL ETF TRUST 101.0 $4K 0.00% NEW $40.64 -1.4%
1293 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 57.0 $4K 0.00% NEW $71.96 -1.9%
1294 CRC CALIFORNIA RES CORP Energy 77.0 $4K 0.00% NEW $52.87 +1.9%
1295 H HYATT HOTELS CORP Consumer Cyclical 21.0 $4K 0.00% NEW $193.86 -16.1%
1296 NUSC NUSHARES ETF TR 78.0 $4K 0.00% NEW $52.12 -2.7%
1297 AKR ACADIA RLTY TR Real Estate 194.0 $4K 0.00% NEW $20.93 -2.3%
1298 ST SENSATA TECHNOLOGIES HLDG PL Technology 85.0 $4K 0.00% NEW $47.74 -14.2%
1299 CGNX COGNEX CORP Technology 56.0 $4K 0.00% NEW $72.43 -17.0%
1300 UVIX VS TRUST Financial Services 1,308.0 $4K 0.00% NEW $3.09 +1248.8%
Page 65 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%