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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 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO COCA COLA CO Consumer Defensive 16,306.0 $1.3M 0.13% +2K +12.1% $81.27 +9.3%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,434.0 $1.3M 0.13% +4K +18.7% $57.62 +14.6%
63 UBER UBER TECHNOLOGIES INC Technology 17,383.0 $1.3M 0.12% +1K +9.3% $72.16 +3.5%
64 AMGN AMGEN INC Healthcare 3,253.0 $1.2M 0.12% +503.0 +18.3% $362.12 +17.4%
65 CME CME GROUP INC Financial Services 4,999.0 $1.1M 0.11% +945.0 +23.3% $220.83 +23.0%
66 CB CHUBB LIMITED Financial Services 3,169.0 $1.1M 0.11% +212.0 +7.2% $340.74 +1.3%
67 LH LABCORP HOLDINGS INC Healthcare 3,719.0 $1.0M 0.10% +47.0 +1.3% $280.00 +15.1%
68 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,156.0 $1.0M 0.10% +4K +111.9% $123.11 +26.9%
69 SYY SYSCO CORP Consumer Defensive 11,366.0 $950K 0.09% +2K +20.5% $83.58 -1.9%
70 MCD MCDONALDS CORP Consumer Cyclical 3,514.0 $950K 0.09% +320.0 +10.0% $270.31 -1.2%
71 AMRIZE LTD 17,124.0 $913K 0.09% +906.0 +5.6% $53.30
72 LOW LOWES COS INC Consumer Cyclical 4,026.0 $888K 0.09% +1K +33.6% $220.49 -2.2%
73 USB US BANCORP Financial Services 14,470.0 $874K 0.09% +588.0 +4.2% $60.40 +7.3%
74 SO SOUTHERN CO Utilities 9,093.0 $870K 0.09% +691.0 +8.2% $95.71 -3.8%
75 ADI ANALOG DEVICES INC Technology 2,142.0 $851K 0.08% +569.0 +36.2% $397.17 -5.2%
76 MDT MEDTRONIC PLC Healthcare 10,440.0 $817K 0.08% +662.0 +6.8% $78.23 +17.7%
77 GILD GILEAD SCIENCES INC Healthcare 6,271.0 $792K 0.08% +500.0 +8.7% $126.34 +13.5%
78 ITW ILLINOIS TOOL WKS INC Industrials 2,875.0 $778K 0.08% +556.0 +24.0% $270.47 +5.2%
79 SRE SEMPRA Utilities 8,216.0 $762K 0.08% +80.0 +1.0% $92.71 -6.0%
80 QQQ INVESCO QQQ TR Financial Services 1,032.0 $760K 0.07% +154.0 +17.5% $736.40 -2.6%
Page 4 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%