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Home > Institutional Investor > Silver Grove Financial Group, Inc. > Profile

Instuitional Investor - Silver Grove Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Silver Grove Financial Group, Inc.
Portfolio Value $115,486,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Northern Lts Fd Tr Iv
 153,246 $9,888,996 8.56%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 11,035 $6,920,397 5.99%
3.
Ishares Trust
 IEF 61,109 $6,107,450 5.29%
4.
Nvidia Corp
 NVDA 26,118 $4,871,037 4.22%
5.
Apple Inc.
 AAPL 17,487 $4,751,666 4.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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