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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 72 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 GXO GXO LOGISTICS INCORPORATED Industrials 61.0 $3K 0.00% NEW $50.70 -8.9%
1422 ACIO ETF SER SOLUTIONS 67.0 $3K 0.00% NEW $46.13 +1.1%
1423 HLI HOULIHAN LOKEY INC Financial Services 23.0 $3K 0.00% NEW $134.13 -0.9%
1424 GCOR Goldman Sachs Access US Aggregate Bond ETF 75.0 $3K 0.00% +11.0 +17.2% $41.09 -2.0%
1425 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 229.0 $3K 0.00% NEW $13.26 -1.2%
1426 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 490.0 $3K 0.00% NEW $6.14 +6.3%
1427 JELD JELD-WEN HOLDINGS Industrials 2,000.0 $3K 0.00% NEW $1.50 +44.7%
1428 ROBO EXCHANGE TRADED CONCEPTS TRU 35.0 $3K 0.00% NEW $85.66 -7.9%
1429 UAL UNITED AIRLS HLDGS INC Industrials 22.0 $3K 0.00% NEW $136.00 -23.1%
1430 FCEL FUELCELL ENERGY Industrials 83.0 $3K 0.00% +50.0 +151.5% $36.01 -52.6%
1431 DXCM DEXCOM INC Healthcare 44.0 $3K 0.00% +28.0 +175.0% $67.34 +33.9%
1432 LXP INDUSTRIAL TRUST 55.0 $3K 0.00% NEW $53.87
1433 BOOT BOOT BARN HLDGS INC Consumer Cyclical 18.0 $3K 0.00% NEW $164.28 -9.4%
1434 AXGN AXOGEN INC Healthcare 64.0 $3K 0.00% NEW $46.19 +8.0%
1435 JEPQ J P MORGAN EXCHANGE TRADED F 48.0 $3K 0.00% NEW $61.46 -4.0%
1436 SPEM SPDR INDEX SHS FDS 57.0 $3K 0.00% +31.0 +119.2% $51.70 +1.9%
1437 PSC PRINCIPAL US 42.0 $3K 0.00% $70.12 -2.5%
1438 CNP CENTERPOINT ENERGY INC Utilities 67.0 $3K 0.00% NEW $43.85 -10.0%
1439 HDEF DBX ETF TR 91.0 $3K 0.00% NEW $32.14 +5.7%
1440 SKYWARD SPECIALTY INS GROUP 50.0 $3K 0.00% NEW $58.36
Page 72 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%