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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 10 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FVD FIRST TRUST 1,075.0 $51K 0.04% NEW $47.03 +1.4%
182 SEIQ SEI Enhanced US Large Cap Quality Factor ETF 1,380.0 $50K 0.04% NEW $36.41 +9.3%
183 GD GENERAL DYNAMICS Industrials 146.0 $50K 0.04% NEW $343.73 -1.5%
184 IWM ISHARES RUSSELL 202.0 $50K 0.04% NEW $248.00 +13.9%
185 MBB iShares MBS ETF 525.0 $50K 0.04% NEW $94.95 -1.1%
186 HUBB HUBBELL INC Industrials 100.0 $49K 0.04% NEW $490.74 -6.1%
187 USIG ISHS USD INVT GRD BD ETF 939.0 $48K 0.04% NEW $51.23 -0.6%
188 C CITIGROUP INC Financial Services 416.0 $47K 0.04% NEW $113.41 +10.4%
189 ANET ARISTA NETWORKS Technology 382.0 $47K 0.04% NEW $122.78 +21.0%
190 BA BOEING COMPANY Industrials 234.0 $47K 0.04% NEW $199.01 +10.3%
191 HWM HOWMET AEROSPACE Industrials 200.0 $46K 0.04% NEW $230.46 +12.8%
192 AIVL WISDOMTREE U S 398.0 $46K 0.04% NEW $115.71 +7.7%
193 IEFA ISHARES CORE 507.0 $46K 0.04% NEW $90.61 +7.4%
194 OKE ONEOK INC Energy 498.0 $45K 0.04% NEW $90.39 +2.5%
195 XEL XCEL ENERGY Utilities 566.0 $45K 0.04% NEW $79.44 +0.5%
196 SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 743.0 $44K 0.04% NEW $59.19 +8.0%
197 UNP UNION PACIFIC CORP Industrials 175.0 $42K 0.03% NEW $242.61 +9.6%
198 PBR PETROLEO BRASILEIRO Energy 2,000.0 $42K 0.03% $20.75 -3.5%
199 AEM AGNICO-EAGLE Basic Materials 200.0 $41K 0.03% NEW $202.98 -12.4%
200 DOV DOVER CORP Industrials 192.0 $40K 0.03% NEW $208.45 -0.3%
Page 10 of 26  ·  515 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%