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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 99 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 OVL LISTED FDS TR 13.0 $736.0 NEW $56.62 +0.7%
1962 FSIG FIRST TR EXCHANGE-TRADED FD 39.0 $735.0 NEW $18.85 -0.5%
1963 AXSM AXSOME THERAPEUTICS INC. Healthcare 3.0 $734.0 NEW $244.67 -18.9%
1964 MRCY MERCURY SYS INC Industrials 6.0 $734.0 NEW $122.33 -28.6%
1965 FPE FIRST TR EXCH TRADED FD III 41.0 $733.0 NEW $17.88 -1.2%
1966 HUN HUNTSMAN CORP Basic Materials 69.0 $733.0 NEW $10.62 -9.8%
1967 GSAT GLOBALSTAR INC Communication Services 9.0 $732.0 NEW $81.33 +0.3%
1968 ATRO ASTRONICS CORP Industrials 9.0 $731.0 NEW $81.22 -9.3%
1969 SKYT SKYWATER TECHNOLOGY INC Technology 21.0 $731.0 NEW $34.81 -6.7%
1970 IGV ISHARES TR 8.0 $725.0 NEW $90.62 +21.4%
1971 CROX CROCS INC Consumer Cyclical 6.0 $724.0 NEW $120.67 -0.2%
1972 ONEQ FIDELITY COMWLTH TR 7.0 $723.0 NEW $103.29 +0.6%
1973 SCIO FIRST TR EXCHANGE-TRADED FD 35.0 $723.0 NEW $20.66 -0.8%
1974 MBX MBX BIOSCIENCES INC Healthcare 13.0 $718.0 NEW $55.23 +11.5%
1975 FTSL FIRST TR EXCHANGE-TRADED FD 16.0 $716.0 NEW $44.75 +0.4%
1976 SHBI SHORE BANCSHARES INC Financial Services 31.0 $711.0 NEW $22.94 +0.1%
1977 UPWK UPWORK INC Industrials 85.0 $711.0 NEW $8.36 +8.0%
1978 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 15.0 $710.0 NEW $47.33 -5.7%
1979 PRCH PORCH GROUP INC Technology 47.0 $707.0 NEW $15.04 +12.9%
1980 FEMB FIRST TR EXCH TRADED FD III 24.0 $701.0 NEW $29.21 +0.9%
Page 99 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%