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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $884M AUM 1,007 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 232 Added 159 Reduced 43 Exited
Page 9 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,094.0 $48K 0.01% +100.0 +3.3% $15.65 +0.8%
162 WELL WELLTOWER INC Real Estate 240.0 $47K 0.01% +25.0 +11.6% $197.71 +8.8%
163 ENTERGY CORP NEW 390.0 $44K 0.01% +2.0 +0.5% $112.36
164 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,278.0 $41K 0.01% +128.0 +11.1% $32.01 +3.3%
165 ANET ARISTA NETWORKS INC Technology 316.0 $39K 0.00% +42.0 +15.3% $122.78 +14.6%
166 VRT VERTIV HOLDINGS CO Industrials 150.0 $38K 0.00% +63.0 +72.4% $250.58 +28.7%
167 PUK PRUDENTIAL PLC Financial Services 1,226.0 $35K 0.00% +25.0 +2.1% $28.43 +9.6%
168 NDAQ NASDAQ INC Financial Services 383.0 $33K 0.00% +31.0 +8.8% $84.89 +6.5%
169 SE SEA LTD Consumer Cyclical 388.0 $32K 0.00% +50.0 +14.8% $82.81 +4.9%
170 STLD STEEL DYNAMICS INC Basic Materials 175.0 $32K 0.00% +6.0 +3.5% $180.00 +26.1%
171 HAL HALLIBURTON CO Energy 789.0 $31K 0.00% +7.0 +0.9% $38.99 +9.0%
172 EWY ISHARES INC 250.0 $31K 0.00% +150.0 +150.0% $123.01 +45.0%
173 QXO QXO INC Industrials 1,391.0 $27K 0.00% +293.0 +26.7% $19.42 -13.2%
174 EWBC EAST WEST BANCORP INC Financial Services 253.0 $27K 0.00% +18.0 +7.7% $106.76 +15.2%
175 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 471.0 $24K 0.00% +11.0 +2.4% $51.98 +20.4%
176 DG DOLLAR GEN CORP Consumer Defensive 193.0 $23K 0.00% +4.0 +2.1% $118.73 -11.5%
177 RMD RESMED INC Healthcare 96.0 $22K 0.00% +1.0 +1.1% $224.48 -6.4%
178 GRMN GARMIN LTD Technology 87.0 $20K 0.00% +1.0 +1.2% $232.01 +0.6%
179 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 597.0 $19K 0.00% +119.0 +24.9% $31.49 +5.2%
180 DELL DELL TECHNOLOGIES INC Technology 111.0 $18K 0.00% +14.0 +14.4% $164.13 +49.1%
Page 9 of 12  ·  232 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 29.2%
Financial Services 22.4%
Healthcare 9.5%
Communication Services 9.0%
Consumer Cyclical 8.6%
Industrials 6.3%
Consumer Defensive 6.1%
Energy 5.2%
Real Estate 1.6%
Utilities 1.5%