Steel Grove Capital Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 227 distinct equity positions held by the firm during the specified period.
The portfolio is diversified across various sectors and includes a significant allocation to technology and energy companies. Major positions include NVIDIA Corporation, with 106,254,602 shares; Alphabet Inc. Class A and Class C, holding 186,836 and 12,129 shares respectively; and Microsoft Corporation with 5,257,592 shares. The energy sector is represented by holdings in ExxonMobil Holdings Corp, Chevron Corporation, and Kinder Morgan Inc Del.
The filing also details substantial positions in financial services, including JPMorgan Chase & Co. with 7,524,248 shares and Goldman Sachs Group Inc. with 12,950,008 shares. Additionally, the firm holds significant stakes in consumer staples such as The Coca-Cola Company and Procter & Gamble Co.
ETFs and other investment vehicles comprise a portion of the portfolio, with holdings in the Invesco QQQ Trust Series I, iShares Core S&P 500 ETF, and various bond-focused exchange-traded funds.
