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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 7 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ETN EATON CORP Industrials 66.0 $24K 0.02% NEW $357.68 +6.7%
122 VZ VERIZON COMMUNICATIONS INC Communication Services 469.0 $24K 0.02% NEW $50.20 -4.7%
123 SCHG Schwab U.S. Large-Cap Growth ETF 796.0 $23K 0.02% NEW $29.13 +17.8%
124 ALB ALBEMARLE CORP Basic Materials 129.0 $23K 0.02% NEW $179.53 -5.4%
125 SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF 481.0 $23K 0.02% NEW $47.83 -0.2%
126 BLBD BLUE BIRD Consumer Cyclical 400.0 $23K 0.02% NEW $56.79 +14.1%
127 SN SHARKNINJA INC Consumer Cyclical 211.0 $22K 0.02% NEW $105.90 -3.7%
128 QDPL PACER METAURUS 550.0 $22K 0.02% NEW $40.14 +13.4%
129 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 65.0 $22K 0.02% NEW $337.95 +18.8%
130 BIV Vanguard Intermediate-Term Bond ETF 283.0 $22K 0.02% NEW $77.12 -1.1%
131 MCO MOODYS CORP Financial Services 50.0 $22K 0.02% NEW $436.26 +2.1%
132 TFLR T Rowe Price Floating Rate ETF 427.0 $22K 0.02% NEW $50.36 +1.2%
133 AR ANTERO RESOURCES Energy 500.0 $21K 0.02% NEW $42.44 -12.7%
134 ESGV VANGUARD ESG 187.0 $21K 0.02% NEW $112.27 +16.6%
135 TT TRANE TECHNOLOGIES Industrials 50.0 $21K 0.02% NEW $416.74 +8.4%
136 ENSG ENSIGN GROUP INC Healthcare 102.0 $21K 0.02% NEW $201.50 -14.8%
137 BLV Vanguard Long-Term Bond ETF 295.0 $20K 0.02% NEW $68.74 -1.6%
138 MKC MC CORMICK Consumer Defensive 402.0 $20K 0.02% NEW $50.44 -6.9%
139 OIH VANECK OIL 50.0 $20K 0.02% NEW $404.22 +10.1%
140 SO SOUTHERN CO Utilities 208.0 $20K 0.02% NEW $96.52 -3.0%
Page 7 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%