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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 80 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 KIM KIMCO REALTY CORP Real Estate 85.0 $2K 0.00% NEW $25.35 -4.9%
1582 LIBERTY CAP CORP 98.0 $2K 0.00% NEW $21.90
1583 FGD FIRST TR EXCHANGE-TRADED FD 67.0 $2K 0.00% NEW $31.99 +11.0%
1584 CMPR CIMPRESS PLC Communication Services 21.0 $2K 0.00% NEW $101.71 -13.5%
1585 UI UBIQUITI INC Technology 4.0 $2K 0.00% NEW $534.00 +9.9%
1586 ASCENDIS PHARMA A/S 8.0 $2K 0.00% NEW $266.75
1587 CMC COMMERCIAL METALS CO Basic Materials 34.0 $2K 0.00% NEW $62.76 +7.0%
1588 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 116.0 $2K 0.00% NEW $18.37 +25.4%
1589 INTR INTER & CO INC Financial Services 389.0 $2K 0.00% NEW $5.43 +3.0%
1590 PECO PHILLIPS EDISON & CO INC Real Estate 51.0 $2K 0.00% NEW $41.35 -5.9%
1591 SAIA SAIA INC Industrials 5.0 $2K 0.00% NEW $421.20 -21.3%
1592 MRNA MODERNA INC Healthcare 30.0 $2K 0.00% NEW $70.03 +120.3%
1593 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 56.0 $2K 0.00% NEW $37.43 +127.0%
1594 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 30.0 $2K 0.00% NEW $69.73 -15.2%
1595 CECO CECO ENVIRONMENTAL CORP Industrials 23.0 $2K 0.00% NEW $90.74 -22.2%
1596 UPBOUND GROUP INC 98.0 $2K 0.00% NEW $21.22
1597 ORC ORCHID IS CAP INC Real Estate 298.0 $2K 0.00% NEW $6.97 -6.2%
1598 IONQ IONQ INC Technology 39.0 $2K 0.00% NEW $53.26 -29.1%
1599 STRA STRATEGIC ED INC Consumer Defensive 27.0 $2K 0.00% NEW $76.63 +8.7%
1600 LFST LIFESTANCE HEALTH GROUP INC Healthcare 192.0 $2K 0.00% NEW $10.71 +17.7%
Page 80 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%