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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 8,483 $1.9M 0.22% SOLD
2 MBB ISHARES TR 2,201 $209K 0.02% SOLD
3 VGIT VANGUARD SCOTTSDALE FDS 3,288 $196K 0.02% SOLD
4 OC OWENS CORNING NEW Industrials 1,173 $127K 0.01% SOLD
5 SPHY SPDR SERIES TRUST 4,132 $96K 0.01% SOLD
6 IWB ISHARES TR 269 $96K 0.01% SOLD
7 CCL CARNIVAL CORP Consumer Cyclical 3,668 $95K 0.01% SOLD
8 XLY SELECT SECTOR SPDR TR 686 $75K 0.01% SOLD
9 EMB ISHARES TR 667 $63K 0.01% SOLD
10 DD DUPONT DE NEMOURS INC Basic Materials 1,087 $50K 0.01% SOLD
11 ARCC ARES CAPITAL CORP Financial Services 2,700 $49K 0.01% SOLD
12 BXSL BLACKSTONE SECD LENDING FD Financial Services 2,000 $47K 0.01% SOLD
13 EWY ISHARES INC 250 $31K 0.00% SOLD
14 STWD STARWOOD PPTY TR INC Real Estate 1,600 $28K 0.00% SOLD
15 LVS LAS VEGAS SANDS CORP Consumer Cyclical 400 $22K 0.00% SOLD
16 CTRA COTERRA ENERGY INC Energy 586 $21K 0.00% SOLD
17 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 1,959 $12K 0.00% SOLD
18 HOMB HOME BANCSHARES INC Financial Services 311 $8K 0.00% SOLD
19 KRMN KARMAN HLDGS INC Industrials 100 $8K 0.00% SOLD
20 TPH TRI POINTE HOMES INC Consumer Cyclical 155 $7K 0.00% SOLD
Page 1 of 3  ·  45 positions
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%