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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 78 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 VEON LTD 45.0 $2K 0.00% NEW $52.20
1542 HNI HNI CORP Industrials 58.0 $2K 0.00% NEW $40.41 +17.4%
1543 LKQ LKQ CORP Consumer Cyclical 89.0 $2K 0.00% NEW $26.33 -6.1%
1544 PERI PERION NETWORK LTD Communication Services 241.0 $2K 0.00% NEW $9.71 -3.0%
1545 CHDN CHURCHILL DOWNS INC Consumer Cyclical 26.0 $2K 0.00% NEW $89.65 -3.4%
1546 MBC MASTERBRAND INC Consumer Cyclical 226.0 $2K 0.00% NEW $10.29 -22.7%
1547 TDC TERADATA CORP DEL Technology 67.0 $2K 0.00% NEW $34.66 -17.3%
1548 TRMD TORM PLC Energy 89.0 $2K 0.00% NEW $26.06 +27.5%
1549 PKX POSCO HOLDINGS INC Basic Materials 45.0 $2K 0.00% NEW $51.38 +18.9%
1550 KVYO KLAVIYO INC Technology 152.0 $2K 0.00% NEW $15.10 +36.7%
1551 VCYT VERACYTE INC Healthcare 39.0 $2K 0.00% NEW $58.72 -26.0%
1552 WPC WP CAREY INC Real Estate 32.0 $2K 0.00% NEW $71.50 -1.9%
1553 KEP KOREA ELEC PWR CORP Utilities 189.0 $2K 0.00% NEW $12.10 -3.6%
1554 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 36.0 $2K 0.00% NEW $63.17 +10.5%
1555 ABSI ABSCI CORPORATION Healthcare 196.0 $2K 0.00% NEW $11.59 -23.7%
1556 HFWA HERITAGE FINL CORP WASH Financial Services 77.0 $2K 0.00% NEW $29.45 -3.0%
1557 DAPP VANECK ETF TRUST 117.0 $2K 0.00% NEW $19.38 -4.1%
1558 AMN AMN HEALTHCARE SVCS INC Healthcare 70.0 $2K 0.00% NEW $32.37 +3.6%
1559 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 280.0 $2K 0.00% NEW $8.06 -0.0%
1560 APEI AMERICAN PUB ED INC Consumer Defensive 42.0 $2K 0.00% NEW $53.69 -14.6%
Page 78 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%