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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 6 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MELI MERCADOLIBRE INC Consumer Cyclical 182.0 $309K 0.03% +161.0 +766.7% $1697.39 +4.8%
102 CRWD CROWDSTRIKE HLDGS INC Technology 370.0 $282K 0.03% +120.0 +48.0% $190.79 +11.6%
103 AFL AFLAC INC Financial Services 2,246.0 $263K 0.03% +2K +239.8% $117.25 +3.8%
104 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,451.0 $259K 0.03% +1K +2203.2% $178.24 +16.8%
105 EMR EMERSON ELEC CO Industrials 1,698.0 $243K 0.02% +153.0 +9.9% $143.15 +10.3%
106 LIN LINDE PLC Basic Materials 445.0 $231K 0.02% +10.0 +2.3% $518.94 -7.8%
107 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 784.0 $230K 0.02% +403.0 +105.8% $293.18 +3.4%
108 GM GENERAL MTRS CO Consumer Cyclical 2,851.0 $220K 0.02% +1K +95.3% $77.08 +8.6%
109 LHX L3HARRIS TECHNOLOGIES INC Industrials 695.0 $202K 0.02% +105.0 +17.8% $290.59 -3.8%
110 PLTR PALANTIR TECHNOLOGIES INC Technology 1,677.0 $196K 0.02% +90.0 +5.7% $116.67 +47.0%
111 EXC EXELON CORP Utilities 3,992.0 $186K 0.02% +579.0 +17.0% $46.62 -2.8%
112 NSC NORFOLK SOUTHN CORP Industrials 514.0 $162K 0.02% +84.0 +19.5% $314.59 +7.7%
113 HEICO CORP NEW 616.0 $159K 0.02% +567.0 +1157.1% $257.91
114 ICLR ICON PUB LTD CO Healthcare 866.0 $150K 0.01% +200.0 +30.0% $173.71 -3.8%
115 WDAY WORKDAY INC Technology 1,215.0 $149K 0.01% +39.0 +3.3% $122.42 +55.7%
116 SHW SHERWIN WILLIAMS CO Basic Materials 409.0 $141K 0.01% +154.0 +60.4% $344.32 +0.3%
117 SNDK SANDISK CORP Technology 59.0 $134K 0.01% +52.0 +742.9% $2273.73 -28.5%
118 GRMN GARMIN LTD Technology 550.0 $131K 0.01% +463.0 +532.2% $237.54 +25.2%
119 RELX RELX PLC Communication Services 3,581.0 $113K 0.01% +708.0 +24.6% $31.67 +9.0%
120 BSX BOSTON SCIENTIFIC CORP Healthcare 2,615.0 $112K 0.01% +180.0 +7.4% $42.68 +18.3%
Page 6 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%