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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 8 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADP AUTOMATIC DATA Industrials 94.0 $19K 0.01% NEW $203.18 +8.3%
142 IUSV ISHARES CORE 185.0 $19K 0.01% NEW $102.25 +7.0%
143 PSIX POWER SOLUTIONS Industrials 300.0 $18K 0.01% NEW $60.88 -39.3%
144 CDW CDW CORP Technology 150.0 $18K 0.01% NEW $121.02 -11.7%
145 OMC OMNICOM GROUP INC Communication Services 241.0 $18K 0.01% NEW $75.31 -2.0%
146 DFAS DIMENSIONAL ETF TRUST 255.0 $18K 0.01% NEW $71.13 +8.1%
147 KEY KEYCORP NEW Financial Services 900.0 $18K 0.01% NEW $20.05 +7.2%
148 JXN JACKSON FINANCIAL INC Financial Services 169.0 $18K 0.01% NEW $105.72 +2.3%
149 VBR VANGUARD SMALL CAP VALUE ETF 82.0 $18K 0.01% NEW $217.62 +6.0%
150 PRDO PERDOCEO ED CORP Consumer Defensive 478.0 $18K 0.01% NEW $37.21 -9.1%
151 EEMV ISHARES MSCI 274.0 $18K 0.01% NEW $64.73 +11.7%
152 SYK STRYKER CORP Healthcare 52.0 $17K 0.01% NEW $328.60 -2.2%
153 CTAS CINTAS CORP Industrials 100.0 $17K 0.01% NEW $169.14 +1.9%
154 ASTS AST SPACEMOBILE Technology 200.0 $17K 0.01% NEW $82.87 +16.1%
155 QCOM QUALCOMM INC Technology 127.0 $16K 0.01% NEW $128.78 +57.3%
156 FTCS FIRST TRUST 172.0 $16K 0.01% NEW $92.56 +1.2%
157 NOBL PROSHARES S&P 150.0 $16K 0.01% NEW $106.01 +1.2%
158 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 172.0 $16K 0.01% NEW $92.27 +20.3%
159 DKS DICKS SPORTING Consumer Cyclical 79.0 $16K 0.01% NEW $198.29 +11.8%
160 APPF APPFOLIO INC Technology 98.0 $15K 0.01% NEW $157.82 +2.9%
Page 8 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%