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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $115M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New
Page 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTB M&T BANK Financial Services 3,983.0 $802K 0.69% NEW $201.48 +5.4%
42 VXUS VANGUARD TOTAL 10,481.0 $791K 0.69% NEW $75.44 +12.1%
43 J P MORGAN EXCHANGE TRADED F 12,518.0 $788K 0.68% NEW $62.91
44 SLV ISHARES SILVER Financial Services 11,031.0 $682K 0.59% NEW $61.86 +12.3%
45 ADI ANALOG DEVICES INC Technology 2,461.0 $667K 0.58% NEW $271.22 +41.7%
46 DFAI DIMENSIONAL ETF TRUST 18,152.0 $660K 0.57% NEW $36.35 +14.4%
47 VWO Vanguard FTSE Emerging Markets ETF 11,665.0 $627K 0.54% NEW $53.76 +9.2%
48 STIP iShares 0-5 Year TIPS Bond ETF 6,042.0 $619K 0.54% NEW $102.38 +0.9%
49 XOM EXXON MOBIL Energy 4,862.0 $585K 0.51% NEW $120.26 +30.0%
50 HD HOME DEPOT Consumer Cyclical 1,657.0 $570K 0.49% NEW $344.07 -8.8%
51 ORCL ORACLE CORP Technology 2,921.0 $569K 0.49% NEW $194.95 -2.7%
52 VIG VANGUARD DIVIDEND 2,551.0 $561K 0.48% NEW $219.74 +5.1%
53 XLE STATE STREET 11,555.0 $517K 0.45% NEW $44.71 +32.3%
54 STNG SCORPIO TANKERS Energy 9,750.0 $496K 0.43% NEW $50.83 +60.7%
55 VTIP Vanguard Short-Term Inflation-Protected Securities ETF 9,820.0 $486K 0.42% NEW $49.46 +1.6%
56 JOE ST JOE Real Estate 7,933.0 $471K 0.41% NEW $59.37 +7.9%
57 IBM INTL BUSINESS Technology 1,564.0 $463K 0.40% NEW $296.28 -14.6%
58 LRCX LAM RESEARCH Technology 2,576.0 $441K 0.38% NEW $171.18 +76.6%
59 NFLX NETFLIX INC Communication Services 4,672.0 $438K 0.38% NEW $93.76 -4.8%
60 AMD ADVANCED MICRO Technology 1,982.0 $424K 0.37% NEW $214.16 +109.9%
Page 3 of 7  ·  133 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 41.7%
Financial Services 23.6%
Communication Services 12.3%
Consumer Cyclical 10.2%
Consumer Defensive 4.1%
Energy 4.0%
Healthcare 2.2%
Real Estate 1.0%
Industrials 0.8%