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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 42 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 GPN GLOBAL PMTS INC Industrials 14.0 $1K NEW $77.43 -9.5%
822 MBC MASTERBRAND INC Consumer Cyclical 92.0 $1K NEW $11.04 -36.1%
823 EXACT SCIENCES CORP 10.0 $1K NEW $101.60
824 HRL HORMEL FOODS CORP Consumer Defensive 40.0 $948.0 NEW $23.70 -12.8%
825 MSTR STRATEGY INC Technology 6.0 $912.0 NEW $152.00 +10.1%
826 AMCOR PLC 106.0 $884.0 NEW $8.34
827 HSIC HENRY SCHEIN INC Healthcare 11.0 $831.0 NEW $75.55 -2.7%
828 OGN ORGANON & CO Healthcare 114.0 $817.0 NEW $7.17 +87.5%
829 HOG HARLEY DAVIDSON INC Consumer Cyclical 35.0 $717.0 NEW $20.49 +15.1%
830 ASIX ADVANSIX INC Basic Materials 41.0 $709.0 NEW $17.29 +21.8%
831 ALK ALASKA AIR GROUP INC Industrials 14.0 $704.0 NEW $50.29 -20.9%
832 SLVM SYLVAMO CORP Basic Materials 13.0 $626.0 NEW $48.15 -23.4%
833 KTB KONTOOR BRANDS INC Consumer Cyclical 10.0 $611.0 NEW $61.10 +5.2%
834 BWA BORGWARNER INC Consumer Cyclical 13.0 $586.0 NEW $45.08 +39.4%
835 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4.0 $570.0 NEW $142.50 +13.9%
836 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2.0 $550.0 NEW $275.00 +10.2%
837 ATO ATMOS ENERGY CORP Utilities 3.0 $503.0 NEW $167.67 +5.1%
838 RJF RAYMOND JAMES FINL INC Financial Services 3.0 $482.0 NEW $160.67 -5.4%
839 NGVT INGEVITY CORP Basic Materials 8.0 $473.0 NEW $59.12 +11.7%
840 FIBROBIOLOGICS INC 2,000.0 $450.0 NEW $0.23
Page 42 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%