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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 1,654.0 $1.8M 0.17% -54.0 -3.2% $1064.90 -21.2%
22 PM PHILIP MORRIS INTL INC Consumer Defensive 8,851.0 $1.6M 0.16% -57.0 -0.6% $180.91 +3.9%
23 DE DEERE & CO Industrials 2,478.0 $1.6M 0.16% -39.0 -1.6% $634.33 -6.3%
24 ABT ABBOTT LABORATORIES Healthcare 16,058.0 $1.5M 0.14% -4K -21.6% $90.74 +24.4%
25 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 14,968.0 $1.4M 0.14% -813.0 -5.2% $96.12 -50.8%
26 COP CONOCOPHILLIPS Energy 13,194.0 $1.4M 0.14% -369.0 -2.7% $103.96 +24.9%
27 DAL DELTA AIR LINES INC Industrials 13,635.0 $1.3M 0.13% -2K -10.6% $93.66 -7.8%
28 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,525.0 $1.3M 0.12% -122.0 -4.6% $496.73 +6.7%
29 REGN REGENERON PHARMACEUTICALS Healthcare 2,004.0 $1.2M 0.12% -11.0 -0.6% $623.54 +31.5%
30 SBUX STARBUCKS CORP Consumer Cyclical 12,212.0 $1.2M 0.12% -2K -14.0% $102.19 +4.9%
31 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,068.0 $1.2M 0.12% -526.0 -14.6% $386.73 +3.4%
32 CRM SALESFORCE INC Technology 6,173.0 $967K 0.10% -191.0 -3.0% $156.66 +26.5%
33 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,861.0 $933K 0.09% -20.0 -1.1% $501.36 +17.2%
34 MAS MASCO CORP Industrials 10,704.0 $871K 0.09% -1K -10.2% $81.37 -9.3%
35 QCOM QUALCOMM INC Technology 4,343.0 $803K 0.08% -2K -31.8% $184.79 -13.8%
36 ISRG INTUITIVE SURGICAL INC Healthcare 2,018.0 $803K 0.08% -828.0 -29.1% $397.68 -0.2%
37 FDX FEDEX CORP Industrials 2,532.0 $793K 0.08% -29.0 -1.1% $313.13 +5.3%
38 MET METLIFE INC Financial Services 8,922.0 $755K 0.07% -257.0 -2.8% $84.61 +15.1%
39 NFRA FLEXSHARES TR 11,340.0 $727K 0.07% -575.0 -4.8% $64.12 +3.0%
40 XLK SELECT SECTOR SPDR TR 3,752.0 $715K 0.07% -2K -36.9% $190.52 -2.7%
Page 2 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%