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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 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MORN MORNINGSTAR INC Financial Services 158.0 $25K 0.00% NEW $156.02 +33.8%
22 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 73.0 $24K 0.00% NEW $330.47 -0.8%
23 BTU PEABODY ENGR CORP Energy 1,000.0 $23K 0.00% NEW $23.12 +8.9%
24 URA GLOBAL X FDS 500.0 $22K 0.00% NEW $43.70 -0.2%
25 EIS ISHARES INC 180.0 $22K 0.00% NEW $120.71 +1.3%
26 USAR USA RARE EARTH INC Basic Materials 1,000.0 $22K 0.00% NEW $21.58 -14.2%
27 WSR WHITESTONE REIT Real Estate 1,000.0 $19K 0.00% NEW $18.96 +0.2%
28 KODK EASTMAN KODAK CO Industrials 2,000.0 $18K 0.00% NEW $9.25 +6.2%
29 MAMA MAMAS CREATIONS INC Consumer Defensive 1,000.0 $18K 0.00% NEW $17.85 -10.1%
30 MGK VANGUARD WORLD FD 200.0 $18K 0.00% NEW $87.91 +1.5%
31 XLC SELECT SECTOR SPDR TR 159.0 $17K 0.00% NEW $107.13 +3.1%
32 VOOG VANGUARD ADMIRAL FDS INC 200.0 $17K 0.00% NEW $82.62 +1.6%
33 BDL FLANIGANS ENTERPRISES INC Consumer Cyclical 320.0 $14K 0.00% NEW $44.84 +10.3%
34 TWLO TWILIO INC Communication Services 55.0 $11K 0.00% NEW $206.33 +12.5%
35 UEC URANIUM ENERGY CORP Energy 1,000.0 $11K 0.00% NEW $10.66 +2.8%
36 ANDG ANDERSEN GROUP INC Consumer Cyclical 250.0 $9K 0.00% NEW $37.72 +21.3%
37 RITM RITHM CAPITAL CORP Real Estate 1,000.0 $9K 0.00% NEW $9.39 +8.6%
38 IREN IREN LIMITED Financial Services 197.0 $9K 0.00% NEW $45.73 -8.2%
39 SIDUS SPACE INC 3,000.0 $8K 0.00% NEW $2.81
40 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 112.0 $8K 0.00% NEW $74.81 +5.3%
Page 2 of 4  ·  75 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%