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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BUSE FIRST BUSEY CORP Financial Services 60.0 $2K -134.0 -69.1% $29.50 +4.1%
202 INSM INSMED INC Healthcare 16.0 $2K -53.0 -76.8% $106.62 +20.4%
203 SBAC SBA COMMUNICATIONS CORP Real Estate 9.0 $2K -21.0 -70.0% $176.44 +4.0%
204 VST VISTRA CORP Utilities 9.0 $1K -9.0 -50.0% $158.67 -9.1%
205 COIN COINBASE GLOBAL INC Financial Services 9.0 $1K -16.0 -64.0% $146.22 +1.5%
206 PSKY PARAMOUNT SKYDANCE CORP Communication Services 120.0 $1K -88.0 -42.3% $9.86 +4.9%
207 LENNAR CORP 12.0 $1K -79.0 -86.8% $88.75
208 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 17.0 $895.0 -229.0 -93.1% $52.65 +23.5%
209 BR BROADRIDGE FINL SOLUTIONS IN Technology 5.0 $685.0 -10.0 -66.7% $137.00 +26.2%
210 OGN ORGANON & CO Healthcare 44.0 $596.0 -5.0 -10.2% $13.55 +1.1%
211 BIO BIO RAD LABS INC Healthcare 2.0 $587.0 -9.0 -81.8% $293.50 +20.3%
212 DDOG DATADOG INC Technology 1.0 $260.0 -1.0 -50.0% $260.00 -3.8%
213 PAYC PAYCOM SOFTWARE INC Technology 2.0 $251.0 -19.0 -90.5% $125.50 +75.8%
214 EXPO EXPONENT INC Industrials 3.0 $176.0 -31.0 -91.2% $58.67 +16.6%
215 CSGP COSTAR GROUP INC Real Estate 2.0 $57.0 -10K -100.0% $28.50 +12.6%
Page 11 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%