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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 82 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 SPMO INVESCO EXCH TRADED FD TR II 12.0 $2K 0.00% NEW $161.50 -9.9%
1622 CHIPMOS TECHNOLOGIES INC 30.0 $2K 0.00% NEW $64.27
1623 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 44.0 $2K 0.00% NEW $43.75 -6.5%
1624 VGT VANGUARD WORLD FD 16.0 $2K 0.00% NEW $119.50 -0.5%
1625 CSR CENTERSPACE Real Estate 34.0 $2K 0.00% NEW $56.18 -7.0%
1626 CACC CREDIT ACCEP CORP MICH Financial Services 3.0 $2K 0.00% NEW $636.67 -6.6%
1627 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 43.0 $2K 0.00% NEW $44.42 +8.3%
1628 CLOI VANECK ETF TRUST 36.0 $2K 0.00% NEW $52.94 -0.3%
1629 ALHC ALIGNMENT HEALTHCARE INC Healthcare 80.0 $2K 0.00% NEW $23.81 -42.5%
1630 DISC MEDICINE INC 26.0 $2K 0.00% NEW $73.15
1631 RPD RAPID7 INC Technology 233.0 $2K 0.00% NEW $8.10 +48.7%
1632 AGI ALAMOS GOLD INC Basic Materials 62.0 $2K 0.00% NEW $30.35 +16.1%
1633 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 64.0 $2K 0.00% NEW $29.30 +14.6%
1634 DOCS DOXIMITY INC Healthcare 90.0 $2K 0.00% NEW $20.74 +27.0%
1635 SHYG ISHARES TR 44.0 $2K 0.00% NEW $42.41 -1.0%
1636 SUPN SUPERNUS PHARMACEUTICALS Healthcare 40.0 $2K 0.00% NEW $46.50 -5.9%
1637 APOGEE THERAPEUTICS INC 14.0 $2K 0.00% NEW $132.71
1638 EPR EPR PPTYS Real Estate 32.0 $2K 0.00% NEW $58.00 +2.0%
1639 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 13.0 $2K 0.00% NEW $142.38 -15.3%
1640 AVO MISSION PRODUCE INC Consumer Defensive 157.0 $2K 0.00% NEW $11.79 +8.3%
Page 82 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%