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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 90 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 WSC WILLSCOT HLDGS CORP Industrials 44.0 $1K 0.00% NEW $28.86 -28.3%
1782 NGVT INGEVITY CORP Basic Materials 17.0 $1K 0.00% NEW $74.65 -7.2%
1783 AX AXOS FINANCIAL INC Financial Services 13.0 $1K 0.00% NEW $97.38 -0.6%
1784 CHAGEE HLDGS LTD 105.0 $1K 0.00% NEW $12.02
1785 VIKING HOLDINGS LTD 12.0 $1K 0.00% NEW $104.67
1786 RLY SSGA ACTIVE ETF TR 36.0 $1K 0.00% NEW $34.50 +9.0%
1787 SAFEHOLD INC 79.0 $1K 0.00% NEW $15.70
1788 JKHY HENRY JACK & ASSOC INC Technology 9.0 $1K 0.00% +6.0 +200.0% $137.67 +22.0%
1789 UDR UDR INC Real Estate 31.0 $1K 0.00% -64.0 -67.4% $39.94 -7.5%
1790 GUNR FLEXSHARES MORNINGSTAR 25.0 $1K 0.00% $49.40 +13.9%
1791 ICHR ICHOR HOLDINGS Technology 11.0 $1K 0.00% NEW $112.27 -52.3%
1792 COMP COMPASS INC Technology 100.0 $1K 0.00% NEW $12.33 -14.4%
1793 CZFS CITIZENS FINL SVCS INC Financial Services 17.0 $1K 0.00% NEW $72.41 +10.9%
1794 RTO RENTOKIL INITIAL PLC Industrials 43.0 $1K 0.00% NEW $28.60 -16.8%
1795 CVCO CAVCO INDS INC DEL Consumer Cyclical 2.0 $1K 0.00% NEW $614.50 -9.0%
1796 KLIC KULICKE & SOFFA INDS INC Technology 9.0 $1K 0.00% NEW $133.78 -40.2%
1797 GTES GATES INDL CORP PLC Industrials 43.0 $1K 0.00% NEW $27.98 -8.6%
1798 AMBA AMBARELLA INC Technology 14.0 $1K 0.00% NEW $85.79 -19.1%
1799 VPG VISHAY PRECISION GROUP INC Technology 8.0 $1K 0.00% NEW $149.88 -58.8%
1800 GTIP Goldman Sachs Access Inflation Protected USD Bond ETF 24.0 $1K 0.00% +3.0 +14.3% $49.79 -4.5%
Page 90 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%