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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 67 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 FSLY FASTLY INC Technology 208.0 $4K 0.00% NEW $18.36 +13.1%
1322 IWP ISHARES TR 26.0 $4K 0.00% NEW $146.42 -5.8%
1323 EBC EASTERN BANKSHARES INC Financial Services 171.0 $4K 0.00% NEW $22.24 -3.3%
1324 EL LAUDER ESTEE COS INC Consumer Defensive 48.0 $4K 0.00% NEW $78.96 +26.6%
1325 GDS GDS HLDGS LTD Technology 126.0 $4K 0.00% NEW $30.03 +4.0%
1326 ONTO ONTO INNOVATION INC Technology 10.0 $4K 0.00% NEW $378.40 -32.2%
1327 CPLB NEW YORK LIFE INVTS ACTIVE E 181.0 $4K 0.00% NEW $20.90 -1.5%
1328 ALLIED GOLD CORP 159.0 $4K 0.00% NEW $23.78
1329 WMS ADVANCED DRAIN SYS INC DEL Industrials 24.0 $4K 0.00% NEW $156.96 -16.7%
1330 HLX HELIX ENERGY SOLUTIONS GRP I Energy 431.0 $4K 0.00% NEW $8.74 +21.3%
1331 LINE LINEAGE INC Real Estate 87.0 $4K 0.00% NEW $43.25 -10.3%
1332 GTLS CHART INDS INC Industrials 18.0 $4K 0.00% NEW $208.94 +0.5%
1333 IVT INVENTRUST PPTYS CORP Real Estate 106.0 $4K 0.00% NEW $35.45 -8.2%
1334 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 75.0 $4K 0.00% NEW $50.03 -11.5%
1335 XSMO INVESCO EXCHANGE TRADED FD T 40.0 $4K 0.00% NEW $93.62 -11.5%
1336 CSTL CASTLE BIOSCIENCES INC Healthcare 156.0 $4K 0.00% NEW $23.85 +40.2%
1337 AWK AMERICAN WTR WKS CO INC NEW Utilities 28.0 $4K 0.00% +22.0 +366.7% $132.61 +3.6%
1338 OUTFRONT MEDIA INC 113.0 $4K 0.00% NEW $32.76
1339 HROW HARROW INC Healthcare 87.0 $4K 0.00% NEW $42.47 -13.0%
1340 AVA AVISTA CORP Utilities 90.0 $4K 0.00% NEW $40.91 -8.0%
Page 67 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%