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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $124M AUM 646 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 392 New 50 Added 39 Reduced 10 Exited
Page 11 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FNX FIRST TR EXCHANGE-TRADED ALP 74.0 $9K 0.01% NEW $128.31 +7.4%
202 FID FIRST TRUST 443.0 $9K 0.01% NEW $20.95 +6.0%
203 SPAB STATE STREET 358.0 $9K 0.01% NEW $25.62 -1.1%
204 LMT LOCKHEED MARTIN Industrials 15.0 $9K 0.01% NEW $604.47 -13.5%
205 TRU TRANSUNION Industrials 128.0 $9K 0.01% NEW $69.19 -0.4%
206 PPL PPL CORP Utilities 225.0 $9K 0.01% NEW $38.20 -7.2%
207 SII SPROTT INC Financial Services 60.0 $9K 0.01% NEW $142.90 -11.0%
208 IDLV Invesco S&P International Developed Low Volatility ETF 248.0 $9K 0.01% NEW $34.46 +2.7%
209 TDVG T ROWE 189.0 $8K 0.01% NEW $44.63 +6.4%
210 JPMorgan Ultra-Short Income ETF 165.0 $8K 0.01% NEW $50.50
211 T AT&T INC Communication Services 284.0 $8K 0.01% NEW $28.99 -14.0%
212 O REALTY INCOME Real Estate 123.0 $8K 0.01% NEW $61.18 +1.7%
213 CARR CARRIER GLOBAL Industrials 133.0 $7K 0.01% NEW $56.32 +10.4%
214 S SENTINELONE INC Technology 575.0 $7K 0.01% NEW $12.88 +39.5%
215 TRNS TRANSCAT INC Industrials 100.0 $7K 0.01% NEW $73.45 -7.6%
216 MMM 3M COMPANY Industrials 50.0 $7K 0.01% NEW $145.24 +4.4%
217 HYD VanEck High Yield Muni ETF 144.0 $7K 0.01% NEW $50.14 +1.1%
218 DLR DIGITAL REALTY Real Estate 39.0 $7K 0.01% NEW $180.21 +7.8%
219 BMY BRISTOL MYERS Healthcare 114.0 $7K 0.01% NEW $60.65 -1.8%
220 TXN TEXAS INSTRUMENTS Technology 35.0 $7K 0.01% NEW $194.14 +57.0%
Page 11 of 20  ·  392 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 34.3%
Financial Services 22.0%
Communication Services 9.9%
Consumer Cyclical 8.9%
Industrials 6.4%
Energy 5.9%
Consumer Defensive 5.3%
Healthcare 4.3%
Real Estate 1.3%
Utilities 1.0%