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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 78.0 $19K 0.00% +38.0 +95.0% $249.97 -1.3%
162 NTRA NATERA INC Healthcare 70.0 $19K 0.00% +12.0 +20.7% $271.46 +15.5%
163 ING ING GROEP N.V. Financial Services 602.0 $19K 0.00% +17.0 +2.9% $31.38 +12.9%
164 VTRS VIATRIS INC Healthcare 1,164.0 $18K 0.00% +79.0 +7.3% $15.88 +3.2%
165 PHIN PHINIA INC Consumer Cyclical 202.0 $17K 0.00% +195.0 +2785.7% $82.37 -10.7%
166 HDV ISHARES TR 600.0 $16K 0.00% +480.0 +400.0% $27.41 +8.0%
167 ROKU ROKU INC Communication Services 110.0 $15K 0.00% +11.0 +11.1% $138.14 +15.5%
168 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 172.0 $14K 0.00% +66.0 +62.3% $81.51 +6.7%
169 MKSI MKS INC. Technology 25.0 $11K 0.00% +15.0 +150.0% $444.80 -33.1%
170 IVZ INVESCO LTD Financial Services 353.0 $9K 0.00% +195.0 +123.4% $26.39 +22.3%
171 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 218.0 $7K 0.00% +13.0 +6.3% $30.71 +16.9%
172 AVB AVALONBAY CMNTYS INC Real Estate 34.0 $6K 0.00% +1.0 +3.0% $188.68 -2.4%
173 DNTH DIANTHUS THERAPEUTICS INC Healthcare 61.0 $6K 0.00% +2.0 +3.4% $97.48 +17.1%
174 UBS UBS GROUP AG Financial Services 113.0 $6K 0.00% +5.0 +4.6% $49.56 +6.9%
175 RGEN REPLIGEN CORP Healthcare 39.0 $5K 0.00% +18.0 +85.7% $136.44 +21.0%
176 LYG LLOYDS BANKING GROUP PLC Financial Services 307.0 $2K +88.0 +40.2% $5.83 +4.2%
177 IX ORIX CORP Financial Services 45.0 $2K +10.0 +28.6% $38.04 +3.0%
178 LGIH LGI HOMES INC Consumer Cyclical 17.0 $1K +15.0 +750.0% $63.71 -10.6%
Page 9 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%