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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $889M AUM 975 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 856 New
Page 31 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HEI HEICO CORP NEW Industrials 40.0 $13K 0.00% NEW $323.60 -8.1%
602 LULU LULULEMON ATHLETICA INC Consumer Cyclical 62.0 $13K 0.00% NEW $207.81 -41.5%
603 FIS FIDELITY NATL INFORMATION SV Technology 193.0 $13K 0.00% NEW $66.46 -37.2%
604 UMAC UNUSUAL MACHS INC Financial Services 1,000.0 $13K 0.00% NEW $12.74 +10.9%
605 WAT WATERS CORP Healthcare 33.0 $13K 0.00% NEW $379.82 -11.6%
606 RWR SPDR SERIES TRUST 126.0 $12K 0.00% NEW $98.23 +12.0%
607 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 1,959.0 $12K 0.00% NEW $6.27 -1.8%
608 DELL DELL TECHNOLOGIES INC Technology 97.0 $12K 0.00% NEW $125.88 +96.6%
609 VRSN VERISIGN INC Technology 50.0 $12K 0.00% NEW $242.96 +23.5%
610 VTR VENTAS INC Real Estate 156.0 $12K 0.00% NEW $77.38 +14.2%
611 UNM UNUM GROUP Financial Services 153.0 $12K 0.00% NEW $77.50 +7.8%
612 INSM INSMED INC Healthcare 68.0 $12K 0.00% NEW $174.04 -38.0%
613 HEICO CORP NEW 46.0 $12K 0.00% NEW $252.43
614 KEY KEYCORP Financial Services 562.0 $12K 0.00% NEW $20.64 +3.0%
615 GL GLOBE LIFE INC Financial Services 82.0 $11K 0.00% NEW $139.87 +10.0%
616 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 150.0 $11K 0.00% NEW $75.91 -28.6%
617 FIGS FIGS INC Consumer Cyclical 1,000.0 $11K 0.00% NEW $11.36 +6.6%
618 RL RALPH LAUREN CORP Consumer Cyclical 32.0 $11K 0.00% NEW $353.62 +2.4%
619 TER TERADYNE INC Technology 58.0 $11K 0.00% NEW $193.55 +78.4%
620 DLTR DOLLAR TREE INC Consumer Defensive 91.0 $11K 0.00% NEW $123.01 -26.1%
Page 31 of 43  ·  856 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 32.0%
Financial Services 22.3%
Healthcare 9.8%
Communication Services 8.9%
Consumer Cyclical 8.9%
Industrials 5.7%
Consumer Defensive 5.2%
Energy 3.6%
Real Estate 1.8%
Utilities 1.4%