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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DELL DELL TECHNOLOGIES INC Technology 122.0 $53K 0.01% +11.0 +9.9% $431.46 +8.6%
142 VRT VERTIV HOLDINGS CO Industrials 151.0 $51K 0.01% +1.0 +0.7% $334.82 -18.6%
143 LITE LUMENTUM HLDGS INC Technology 56.0 $48K 0.01% +11.0 +24.4% $858.05 +1.8%
144 LUV SOUTHWEST AIRLS CO Industrials 871.0 $45K 0.00% +455.0 +109.4% $51.42 -17.4%
145 UPS UNITED PARCEL SVCS INC Industrials 379.0 $41K 0.00% +126.0 +49.8% $107.50 -5.2%
146 SE SEA LTD Consumer Cyclical 399.0 $38K 0.00% +11.0 +2.8% $95.83 +21.3%
147 APP APPLOVIN CORP Technology 73.0 $38K 0.00% +16.0 +28.1% $515.23 -40.4%
148 EXPE EXPEDIA GROUP INC Consumer Cyclical 146.0 $37K 0.00% +15.0 +11.4% $255.88 +25.6%
149 BBD BANCO BRADESCO S A Financial Services 10,225.0 $35K 0.00% +748.0 +7.9% $3.47 -12.4%
150 QXO QXO INC Industrials 1,685.0 $29K 0.00% +294.0 +21.1% $17.28 -21.9%
151 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,437.0 $29K 0.00% +72.0 +5.3% $19.89 +14.2%
152 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 474.0 $29K 0.00% +3.0 +0.6% $60.22 +19.6%
153 TLN TALEN ENERGY CORP Utilities 74.0 $28K 0.00% +20.0 +37.0% $384.26 -17.3%
154 GEN GEN DIGITAL INC Technology 1,132.0 $28K 0.00% +927.0 +452.2% $24.89 +11.1%
155 RGLD ROYAL GOLD INC Basic Materials 132.0 $26K 0.00% +62.0 +88.6% $199.61 +15.4%
156 NOBL PROSHARES TR 440.0 $25K 0.00% +220.0 +100.0% $56.16 +3.5%
157 SNOW SNOWFLAKE INC Technology 91.0 $23K 0.00% +2.0 +2.2% $254.51 +27.8%
158 SOFI SOFI TECHNOLOGIES INC Financial Services 1,214.0 $22K 0.00% +417.0 +52.3% $17.93 -1.5%
159 SAN BANCO SANTANDER SA Financial Services 1,480.0 $20K 0.00% +85.0 +6.1% $13.80 +3.3%
160 HOOD ROBINHOOD MKTS INC Financial Services 200.0 $20K 0.00% +77.0 +62.6% $100.28 -8.7%
Page 8 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%