STEEL GROVE CAPITAL ADVISORS, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, STEEL GROVE CAPITAL ADVISORS, LLC opened 16 positions, added to 50, reduced 44, sold out of 11 and left 36 unchanged. The largest increase in value was GOOGL (+$12,781,060); the largest decrease was XOMXXXX (-$6,922,637).
- XOM: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 39,966.
- PAYX: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 18,855.
- DD: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 12,885.
- RRBI: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 5,476.
Two Form 13F-HR filings compared (SEC CIK 1166308): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Gemsstock Ltd. | United Kingdom | $0.949B | 28 |
| HBW ADVISORY SERVICES LLC | United States | $0.949B | 444 |
| CVA Family Office, LLC | United States | $0.950B | 1,840 |
| Discipline Wealth Solutions, LLC | United States | $0.950B | 192 |
| SUMMIT WEALTH GROUP LLC / CO | United States | $0.950B | 339 |
| DOCK STREET ASSET MANAGEMENT INC | United States | $0.951B | 58 |
| Inscription Capital, LLC | United States | $0.951B | 715 |
| Legacy Edge Advisors, LLC | United States | $0.951B | 223 |
| Iron Gate Global Advisors LLC | United States | $0.947B | 105 |
| Discerene Group LP | United States | $0.946B | 12 |