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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 16 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 41.0 $2K 0.00% NEW $42.78 +17.2%
302 APTIV PLC 25.0 $2K 0.00% NEW $69.44
303 DOX AMDOCS LTD Technology 26.0 $2K 0.00% NEW $65.27 -4.5%
304 SWIM LATHAM GROUP Industrials 300.0 $2K 0.00% NEW $5.37 -8.9%
305 XLV STATE STREET 11.0 $2K 0.00% NEW $140.09 +5.8%
306 RESPOITRAK INC 200.0 $2K 0.00% NEW $7.60
307 FOXA FOX CORP Communication Services 26.0 $2K 0.00% NEW $58.38 +10.1%
308 GSEU Goldman Sachs ActiveBeta Europe Equity ETF 34.0 $2K 0.00% NEW $44.62 +8.4%
309 WCN WASTE CONNECTIONS Industrials 9.0 $1K 0.00% NEW $162.44 -3.4%
310 ROP ROPER TECHNOLOGIES Industrials 4.0 $1K 0.00% NEW $353.75 -7.0%
311 GUNR FLEXSHARES MORNINGSTAR 25.0 $1K 0.00% NEW $54.88 -0.7%
312 LH LABCORP HOLDINGS Healthcare 5.0 $1K 0.00% NEW $266.80 -4.1%
313 HBAN HUNTINGTON BANCSHARES Financial Services 84.0 $1K 0.00% NEW $15.65 +1.2%
314 ROST ROSS STORES Consumer Cyclical 6.0 $1K 0.00% NEW $216.67 -1.8%
315 PSX PHILLIPS 66 Energy 7.0 $1K 0.00% NEW $182.14 -1.5%
316 CENCORA INC 4.0 $1K 0.00% NEW $314.25
317 OPCH OPTION CARE Healthcare 46.0 $1K 0.00% NEW $26.91 -20.0%
318 SPEM State Street SPDR Portfolio Emerging Markets ETF 26.0 $1K 0.00% NEW $47.08 +8.5%
319 ADBE ADOBE INC Technology 5.0 $1K 0.00% NEW $243.00 +0.5%
320 SPIB ST STR SPDR INTERMED ETF 35.0 $1K 0.00% NEW $33.54 -0.6%
Page 16 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%