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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CORPAY INC 1 $291.0 SOLD
42 ORI OLD REP INTL CORP Financial Services 7 $279.0 SOLD
43 FTAI AVIATION LTD 1 $245.0 SOLD
44 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3 $221.0 SOLD
45 RPRX ROYALTY PHARMA PLC Healthcare 1 $48.0 SOLD
Page 3 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%