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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 3 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNC CENTENE CORP DEL Healthcare 11,074.0 $711K 0.07% -3K -20.9% $64.19 +2.3%
42 VLO VALERO ENERGY CORP Energy 2,583.0 $673K 0.07% -38.0 -1.4% $260.44 +33.5%
43 ADSK AUTODESK INC Technology 3,119.0 $606K 0.06% -320.0 -9.3% $194.42 +27.4%
44 IVW ISHARES TR 4,281.0 $589K 0.06% -2K -26.3% $137.53 +1.6%
45 NVS NOVARTIS AG Healthcare 3,722.0 $583K 0.06% -161.0 -4.2% $156.72 -1.1%
46 ON ON SEMICONDUCTOR CORP Technology 5,865.0 $554K 0.06% -4K -38.4% $94.54 -17.4%
47 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,492.0 $553K 0.06% -34.0 -2.2% $370.59 -2.7%
48 QDEF FLEXSHARES TR 6,153.0 $535K 0.05% -1K -16.5% $87.02 +4.6%
49 YUM YUM BRANDS INC Consumer Cyclical 3,302.0 $528K 0.05% -125.0 -3.6% $159.86 -8.3%
50 BLK BLACKROCK INC Financial Services 513.0 $493K 0.05% -52.0 -9.2% $961.56 +20.1%
51 NVO NOVO-NORDISK A S Healthcare 10,207.0 $489K 0.05% -353.0 -3.3% $47.94 -4.1%
52 EXPD EXPEDITORS INTL WASH INC Industrials 2,941.0 $479K 0.05% -183.0 -5.9% $162.98 +15.6%
53 MDLZ MONDELEZ INTL INC Consumer Defensive 8,190.0 $474K 0.05% -955.0 -10.4% $57.84 +9.1%
54 SLB SLB LIMITED Energy 9,944.0 $462K 0.05% -5K -31.4% $46.49 +15.6%
55 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,953.0 $434K 0.04% -65.0 -1.6% $109.77 -0.2%
56 JCI JOHNSON CONTROLS INTERNATION Industrials 2,892.0 $423K 0.04% -184.0 -6.0% $146.11 +2.4%
57 SPGI S&P GLOBAL INC Financial Services 931.0 $379K 0.04% -39.0 -4.0% $407.26 +2.3%
58 PGR PROGRESSIVE CORP Financial Services 1,727.0 $377K 0.04% -95.0 -5.2% $218.45 -5.1%
59 IDXX IDEXX LABS INC Healthcare 710.0 $374K 0.04% -396.0 -35.8% $526.44 +5.8%
60 ACN ACCENTURE PLC IRELAND Technology 2,870.0 $357K 0.04% -2K -39.1% $124.44 +38.8%
Page 3 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%