CIK 1166308
STEEL GROVE CAPITAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
200
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 200
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC COM | 12K | $1M+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 4K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 33K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 23K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 15K | $1M+ | SH |
| ES | EVERSOURCE ENERGY COM | 25K | $1M+ | SH |
| UGI | UGI CORP NEW COM | 45K | $1M+ | SH |
| BEN | FRANKLIN RESOURCES INC COM | 71K | $1M+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 102K | $1M+ | SH |
| EVRG | EVERGY INC COM | 23K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 31K | $1M+ | SH |
| T | AT&T INC COM | 66K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC COM | 16K | $1M+ | SH |
| MSM | MSC INDL DIRECT INC CL A | 19K | $1M+ | SH |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 32K | $1M+ | SH |
| BBY | BEST BUY INC COM | 24K | $1M+ | SH |
| PFE | PFIZER INC COM | 64K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 6K | $1M+ | SH |
| OMC | OMNICOM GROUP INC COM | 19K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 27K | $1M+ | SH |
| AKRE | AKRE FOCUS ETF | 23K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 36K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 8K | $1M+ | SH |
| VPU | VANGUARD UTILITIES ETF | 7K | $1M+ | SH |
| TMFC | MOTLEY FOOL 100 INDEX ETF | 19K | $1M+ | SH |
| GIS | GENERAL MILLS INC COM | 28K | $1M+ | SH |
| FBND | FIDELITY TOTAL BOND ETF | 27K | $1M+ | SH |
| ISTR | INVESTAR HOLDING CORP COM | 46K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 7K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 4K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 19K | $1M+ | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 12K | $1M+ | SH |
| FTAI | FTAI AVIATION LTD SHS | 6K | $1M+ | SH |
| BBDC | BARINGS BDC INC COM | 123K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 12K | $1M+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | 12K | $1M+ | SH |
| TRGP | TARGA RES CORP COM | 6K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 3K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 8K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 10K | $1M+ | SH |
| LUMN | LUMEN TECHNOLOGIES INC COM | 128K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 6K | $500K+ | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 9K | $500K+ | SH |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 8K | $500K+ | SH |
| HD | HOME DEPOT INC COM | 3K | $500K+ | SH |
| V | VISA INC COM CL A | 3K | $500K+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 44K | $500K+ | SH |
| MAA | MID-AMER APT CMNTYS INC COM | 6K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 1K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 3K | $500K+ | SH |