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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 44,070.0 $33.0M 3.27% -495.0 -1.1% $748.89 +3.1%
2 LLY ELI LILLY & CO Healthcare 7,571.0 $9.1M 0.90% -48.0 -0.6% $1199.43 +1.0%
3 XOM EXXON MOBIL CORP Energy 59,044.0 $8.1M 0.80% -2K -3.3% $136.72 +20.2%
4 XLE SELECT SECTOR SPDR TR 129,408.0 $6.9M 0.68% -118K -47.6% $53.11 +19.3%
5 V VISA INC Financial Services 16,173.0 $5.5M 0.55% -319.0 -1.9% $343.09 +6.2%
6 VDE VANGUARD WORLD FD 36,816.0 $5.5M 0.55% -40K -52.1% $150.13 +18.8%
7 AMAT APPLIED MATLS INC Technology 6,665.0 $4.8M 0.48% -2K -23.1% $723.00 -30.5%
8 TSLA TESLA INC Consumer Cyclical 11,297.0 $4.8M 0.47% -148.0 -1.3% $420.60 -20.1%
9 AVDE AMERICAN CENTY ETF TR 48,488.0 $4.3M 0.43% -7K -11.9% $89.20 +5.0%
10 VNQ VANGUARD INDEX FDS 39,987.0 $3.9M 0.38% -1K -2.5% $96.43 +2.0%
11 AN AUTONATION INC Consumer Cyclical 19,000.0 $3.5M 0.35% -1K -5.0% $185.79 +8.8%
12 MUB ISHARES TR 29,558.0 $3.2M 0.32% -586.0 -1.9% $107.62 -2.2%
13 MA MASTERCARD INCORPORATED Financial Services 6,186.0 $3.2M 0.32% -491.0 -7.3% $513.60 +11.4%
14 CVX CHEVRON CORPORATION Energy 18,994.0 $3.1M 0.31% -708.0 -3.6% $165.76 +23.6%
15 ORCL ORACLE CORP Technology 20,158.0 $3.0M 0.29% -2K -8.6% $146.55 -1.6%
16 IWR ISHARES TR 23,310.0 $2.6M 0.26% -5K -16.5% $110.32 +3.2%
17 SHOP SHOPIFY INC Technology 20,730.0 $2.4M 0.23% -668.0 -3.1% $114.18 +31.2%
18 DIS DISNEY WALT CO Communication Services 24,304.0 $2.3M 0.23% -2K -7.8% $96.25 +8.8%
19 TXN TEXAS INSTRS INC Technology 6,668.0 $2.0M 0.20% -2K -20.9% $298.07 -8.4%
20 RSP INVESCO EXCHANGE TRADED FD T 9,169.0 $2.0M 0.19% -69.0 -0.8% $212.77 +4.0%
Page 1 of 11  ·  215 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%