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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 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDS FACTSET RESH SYS INC Financial Services 790.0 $182K 0.02% -45.0 -5.4% $230.08 +25.8%
82 CVS CVS HEALTH CORP Healthcare 1,720.0 $178K 0.02% -249.0 -12.7% $103.45 -8.9%
83 TEL TE CONNECTIVITY PLC Technology 818.0 $165K 0.02% -237.0 -22.5% $201.61 +3.0%
84 BCS BARCLAYS PLC Financial Services 6,081.0 $163K 0.02% -85.0 -1.4% $26.86 +1.5%
85 PANW PALO ALTO NETWORKS INC Technology 441.0 $150K 0.01% -53.0 -10.7% $341.02 +9.5%
86 EOG EOG RES INC Energy 1,084.0 $141K 0.01% -31.0 -2.8% $129.73 +14.3%
87 NET CLOUDFLARE INC Technology 570.0 $140K 0.01% -12.0 -2.1% $245.28 +22.6%
88 YUMC YUM CHINA HLDGS INC Consumer Cyclical 3,329.0 $136K 0.01% -122.0 -3.5% $40.87 +15.1%
89 TMUS T-MOBILE US INC Communication Services 746.0 $125K 0.01% -26.0 -3.4% $167.73 +9.4%
90 Grupo Cibest SA 1,497.0 $119K 0.01% -29.0 -1.9% $79.43
91 WDC WESTERN DIGITAL CORP Technology 186.0 $119K 0.01% -66.0 -26.2% $638.72 -21.9%
92 ICICI BANK LIMITED 4,033.0 $117K 0.01% -86.0 -2.1% $29.03
93 SHEL SHELL PLC Energy 1,474.0 $114K 0.01% -105.0 -6.7% $77.54 +18.6%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 2,591.0 $110K 0.01% -621.0 -19.3% $42.34 +15.2%
95 D DOMINION ENERGY INC Utilities 1,579.0 $108K 0.01% -137.0 -8.0% $68.29 +1.1%
96 ABNB AIRBNB INC Consumer Cyclical 744.0 $106K 0.01% -2K -74.0% $143.10 +29.8%
97 SPOT SPOTIFY TECHNOLOGY S A Communication Services 222.0 $102K 0.01% -7.0 -3.1% $459.13 +14.3%
98 LECO LINCOLN ELEC HLDGS INC Industrials 381.0 $101K 0.01% -9.0 -2.3% $265.51 +5.6%
99 EVEREST GROUP LTD 281.0 $100K 0.01% -7.0 -2.4% $357.23
100 XLF SELECT SECTOR SPDR TR 1,852.0 $99K 0.01% -1K -38.7% $53.61 +7.8%
Page 5 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%