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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 94 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 PSMT PRICESMART INC Consumer Defensive 5.0 $977.0 0.00% NEW $195.40 -13.0%
1862 BILI BILIBILI INC Technology 57.0 $971.0 0.00% NEW $17.04 -5.1%
1863 EUHY ISHARES INC 18.0 $969.0 0.00% NEW $53.83 -0.8%
1864 JPIB J P MORGAN EXCHANGE TRADED F 20.0 $967.0 0.00% NEW $48.35 -1.2%
1865 CRCT CRICUT INC Technology 220.0 $966.0 0.00% NEW $4.39 +34.4%
1866 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 122.0 $966.0 0.00% NEW $7.92 +6.6%
1867 DK DELEK US HLDGS INC NEW Energy 19.0 $965.0 0.00% NEW $50.79 +46.3%
1868 PBI PITNEY BOWES INC Industrials 55.0 $964.0 0.00% NEW $17.53 -2.3%
1869 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 37.0 $962.0 0.00% NEW $26.00 +5.4%
1870 WIX WIX COM LTD Technology 21.0 $953.0 0.00% NEW $45.38 +94.5%
1871 BLACKROCK ETF TRUST 34.0 $953.0 0.00% NEW $28.03
1872 HP HELMERICH & PAYNE INC Energy 29.0 $949.0 0.00% NEW $32.72 +33.2%
1873 GLOBUS MED INC 12.0 $948.0 0.00% NEW $79.00
1874 ETORO GROUP LTD 24.0 $947.0 0.00% NEW $39.46
1875 ALVO ALVOTECH Healthcare 255.0 $941.0 0.00% NEW $3.69 +40.6%
1876 WS WORTHINGTON STL INC Basic Materials 28.0 $940.0 0.00% NEW $33.57 +2.6%
1877 PATH UIPATH INC Technology 86.0 $935.0 0.00% NEW $10.87 +71.7%
1878 TIPT TIPTREE INC Financial Services 52.0 $932.0 0.00% NEW $17.92 +3.3%
1879 QUBT QUANTUM COMPUTING INC Technology 96.0 $931.0 0.00% NEW $9.70 -15.1%
1880 DAN DANA INC Consumer Cyclical 34.0 $925.0 0.00% NEW $27.21 +10.2%
Page 94 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%