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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $1.0B AUM 1,039 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 75 New 178 Added 215 Reduced 45 Exited
Page 2 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMBS FIRST TR EXCHANGE-TRADED FD 219,414.0 $10.9M 1.08% +11K +5.3% $49.78 -0.2%
22 GOOG ALPHABET INC Communication Services 30,582.0 $10.8M 1.07% +4K +13.3% $353.33 -3.5%
23 EFA ISHARES TR 103,773.0 $10.8M 1.07% +3K +2.6% $103.88 +3.4%
24 JPM JPMORGAN CHASE & CO Financial Services 30,891.0 $10.1M 1.00% +507.0 +1.7% $327.33 +9.9%
25 VO VANGUARD INDEX FDS 122,447.0 $9.9M 0.98% +98K +399.6% $80.57 +3.6%
26 GLD SPDR GOLD TR Financial Services 26,171.0 $9.6M 0.96% +2K +9.4% $368.38 +8.7%
27 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 12,709.0 $8.9M 0.89% +519.0 +4.3% $703.34 +0.6%
28 MU MICRON TECHNOLOGY INC Technology 7,643.0 $8.8M 0.88% +162.0 +2.2% $1154.29 -18.4%
29 EEM ISHARES TR 121,544.0 $8.3M 0.82% +10K +9.1% $68.41 -4.3%
30 BND VANGUARD BD INDEX FDS 111,521.0 $8.2M 0.81% +5K +4.9% $73.41 -1.6%
31 AVEM AMERICAN CENTY ETF TR 78,354.0 $7.6M 0.75% +1K +1.5% $96.49 -4.5%
32 VB VANGUARD INDEX FDS 24,750.0 $7.5M 0.74% +1K +4.6% $303.12 +0.7%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,406.0 $6.9M 0.69% +501.0 +7.3% $935.47 +3.3%
34 AGG ISHARES TR 64,508.0 $6.4M 0.63% +1K +1.7% $98.98 -1.7%
35 META META PLATFORMS INC Communication Services 11,111.0 $6.3M 0.62% +163.0 +1.5% $563.29 -1.7%
36 AVGO BROADCOM INC Technology 15,320.0 $5.8M 0.57% +165.0 +1.1% $377.75 +0.8%
37 BAC BANK OF AMER CORP Financial Services 77,031.0 $4.4M 0.43% +490.0 +0.6% $56.98 +11.7%
38 AMD ADVANCED MICRO DEVICES INC Technology 6,757.0 $3.9M 0.39% +753.0 +12.5% $580.91 -17.6%
39 JNJ JOHNSON & JOHNSON Healthcare 15,184.0 $3.9M 0.38% +2K +11.1% $253.97 +6.6%
40 HD HOME DEPOT INC Consumer Cyclical 9,515.0 $3.4M 0.33% +170.0 +1.8% $352.68 -3.3%
Page 2 of 9  ·  178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Financial Services 21.8%
Communication Services 9.3%
Healthcare 9.3%
Consumer Cyclical 8.4%
Industrials 6.0%
Consumer Defensive 5.4%
Energy 3.7%
Real Estate 1.5%
Utilities 1.4%