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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 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PGR PROGRESSIVE CORP Financial Services 458.0 $91K 0.07% NEW $198.24 +2.2%
142 BCI Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF 3,731.0 $91K 0.07% +1K +37.6% $24.29 +3.2%
143 ZTS ZOETIS INC Healthcare 766.0 $91K 0.07% NEW $118.21 -32.6%
144 ISHARES HIGH 1,858.0 $89K 0.07% $47.98
145 HON HONEYWELL INTL Industrials 370.0 $84K 0.07% NEW $226.02 -1.0%
146 SCHA Schwab US Small-Cap ETF 2,851.0 $83K 0.07% -96.0 -3.3% $29.08 +14.1%
147 SPLV INVESCO S&P 1,113.0 $81K 0.07% NEW $73.13 +0.8%
148 ASML ASML HOLDING Technology 61.0 $81K 0.07% NEW $1320.84 +20.5%
149 DFUS DIMENSIONAL ETF TRUST 1,118.0 $79K 0.06% NEW $70.91 +13.9%
150 PUTNAM FRANKLIN 9,999.0 $78K 0.06% $7.80
151 DXUV DIMENSIONAL ETF TRUST 1,281.0 $76K 0.06% NEW $59.35 +9.7%
152 IWD ISHARES RUSSELL 346.0 $74K 0.06% NEW $213.75 +9.8%
153 SPGI S&P GLOBAL Financial Services 173.0 $74K 0.06% NEW $425.34 -2.0%
154 VAL VALARIS LTD Energy 750.0 $74K 0.06% NEW $98.04 +11.8%
155 IWB ISHARES RUSSELL 205.0 $73K 0.06% NEW $356.56 +13.6%
156 PLD PROLOGIS INC Real Estate 527.0 $70K 0.06% NEW $132.18 +9.5%
157 COP CONOCOPHILLIPS Energy 521.0 $69K 0.06% NEW $132.00 -8.7%
158 DFCF DIMENSIONAL ETF TRUST 1,586.0 $67K 0.05% +79.0 +5.2% $42.22 -0.7%
159 BTU PEABODY ENERGY Energy 2,000.0 $66K 0.05% $32.95 -25.9%
160 AJG ARTHUR J Financial Services 300.0 $65K 0.05% NEW $216.58 -4.2%
Page 8 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%