STEEL GROVE CAPITAL ADVISORS, LLC

CIK: 0001166308SEC EDGAR →

Portfolio Value

$962.8M

Holdings

200

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD S&P 500 ETF

357,525$224.2M
23.29%
2

INVESCO QQQ TRUST SERIES I

258,365$158.7M
16.48%
3

NVIDIA CORPORATION COM

465,656$86.8M
9.02%
4

ALPHABET INC CAP STK CL A

184,211$57.7M
5.99%
5

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

84,570$40.6M
4.22%
6

DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF

583,307$34.4M
3.57%
7

META PLATFORMS INC CL A

43,253$28.6M
2.97%
8

ISHARES BITCOIN TRUST ETF

453,590$22.5M
2.34%
9

ISHARES CORE S&P 500 ETF

27,755$19.0M
1.97%
10

ANGEL OAK ULTRASHORT INCOME ETF

273,318$14.0M
1.45%

Quarterly Changes

Top Buys

VOO↑ Increased
$28.1M
IBITNEW
$22.5M
NVDA↑ Increased
$19.1M
META↑ Increased
$13.1M
UYLD↑ Increased
$5.7M

Top Sells

NDQ↓ Decreased
$14.1M
GOOGL↓ Decreased
$13.2M
BXCLOSED
$11.4M
BMYCLOSED
$4.6M
EPDCLOSED
$3.0M

New Positions (48)

$22.5M · 454K shares
$4.4M · 31K shares
$4.4M · 21K shares
$4.3M · 47K shares
$3.6M · 112K shares
$1.9M · 67K shares
$1.8M · 33K shares
$1.7M · 45K shares
$1.6M · 31K shares
$1.6M · 19K shares
$1.5M · 23K shares
$1.3M · 28K shares
$1.2M · 27K shares
$1.2M · 12K shares
$683K · 7K shares
$649K · 604 shares
$562K · 6K shares
$534K · 42K shares
$522K · 3K shares
$512K · 3K shares
$488K · 14K shares
$472K · 51K shares
$444K · 3K shares
$421K · 5K shares
$402K · 10K shares
$391K · 5K shares
$370K · 3K shares
$330K · 7K shares
$292K · 601 shares
$289K · 2K shares
$277K · 2K shares
$274K · 3K shares
$250K · 10K shares
$245K · 2K shares
$244K · 6K shares
$242K · 9K shares
$240K · 1K shares
$237K · 1K shares
$230K · 892 shares
$229K · 702 shares
$222K · 3K shares
$222K · 633 shares
$222K · 3K shares
$214K · 640 shares
$209K · 2K shares
$207K · 2K shares
$206K · 9K shares
$184K · 13K shares

Closed Positions (26)

$11.4M · 77K shares
$4.6M · 38K shares
$3.0M · 98K shares
$2.2M · 8K shares
$1.9M · 45K shares
$1.7M · 19K shares
$1.6M · 66K shares
$1.5M · 56K shares
$1.5M · 25K shares
$1.5M · 21K shares
$1.3M · 43K shares
$1.2M · 29K shares
$927K · 6K shares
$699K · 6K shares
$635K · 2K shares
$535K · 11K shares
$500K · 10K shares
$434K · 5K shares
$385K · 368 shares
$379K · 8K shares
$311K · 2K shares
$291K · 33K shares
$209K · 4K shares
$208K · 665 shares
$201K · 827 shares
$92K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services81$490.4M50.9%
Unknown16$186.0M19.3%
Technology26$115.0M11.9%
Communication Services8$94.8M9.8%
Energy15$22.3M2.3%
Consumer Cyclical10$13.8M1.4%
Healthcare16$12.3M1.3%
Consumer Defensive9$9.1M0.9%
Industrials9$9.0M0.9%
Utilities4$6.9M0.7%
Basic Materials5$2.4M0.2%
Real Estate1$785K0.1%