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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 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 5,878.0 $2.9M 0.29% +749.0 +14.6% $500.39
42 IWM ISHARES TR 9,784.0 $2.9M 0.29% +836.0 +9.3% $300.45 +0.2%
43 WMT WALMART INC Consumer Defensive 23,775.0 $2.7M 0.27% +2K +9.0% $113.26 +2.1%
44 VOE VANGUARD INDEX FDS 13,216.0 $2.6M 0.26% +541.0 +4.3% $197.60 +6.1%
45 CSCO CISCO SYS INC Technology 21,873.0 $2.6M 0.26% +7K +47.5% $117.46 -5.2%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 9,117.0 $2.6M 0.25% +185.0 +2.1% $281.21 -17.5%
47 AXP AMERICAN EXPRESS CO Financial Services 7,160.0 $2.4M 0.24% +188.0 +2.7% $338.25 -0.2%
48 VBR VANGUARD INDEX FDS 9,174.0 $2.2M 0.22% +329.0 +3.7% $242.99 +2.3%
49 BA BOEING CO Industrials 10,272.0 $2.2M 0.22% +1K +14.3% $216.47 +4.0%
50 KLAC KLA CORP Technology 7,160.0 $2.2M 0.21% +6K +900.0% $301.71 -35.4%
51 NFLX NETFLIX INC. Communication Services 30,063.0 $2.1M 0.21% +155.0 +0.5% $71.40 +10.5%
52 MRK MERCK & CO INC Healthcare 15,556.0 $2.0M 0.20% +748.0 +5.0% $128.50 +5.4%
53 ETN EATON CORP PLC Industrials 4,671.0 $2.0M 0.20% +299.0 +6.8% $426.12 +0.9%
54 LRCX LAM RESEARCH CORP Technology 4,442.0 $1.9M 0.19% +512.0 +13.0% $433.33 -25.1%
55 NEE NEXTERA ENERGY INC Utilities 20,096.0 $1.8M 0.17% +2K +12.5% $87.77 -1.2%
56 PEP PEPSICO INC Consumer Defensive 12,835.0 $1.7M 0.17% +434.0 +3.5% $135.40 +3.6%
57 UNH UNITEDHEALTH GROUP INC Healthcare 3,971.0 $1.7M 0.16% +354.0 +9.8% $415.63 -4.8%
58 RTX RTX CORPORATION Industrials 8,382.0 $1.6M 0.16% +933.0 +12.5% $189.73 +17.8%
59 UNP UNION PAC CORP Industrials 5,059.0 $1.4M 0.14% +148.0 +3.0% $272.00 +10.8%
60 GE GE AEROSPACE Industrials 3,569.0 $1.3M 0.13% +68.0 +1.9% $373.73 -0.5%
Page 3 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%