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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 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLI SELECT SECTOR SPDR TR 344.0 $64K 0.01% -342.0 -49.9% $185.23 -0.9%
122 ABEV AMBEV SA Consumer Defensive 19,450.0 $61K 0.01% -360.0 -1.8% $3.14 -11.5%
123 FORTINET INC 393.0 $60K 0.01% -276.0 -41.3% $153.62
124 WBD WARNER BROS DISCOVERY INC Communication Services 2,257.0 $60K 0.01% -184.0 -7.5% $26.66 +6.8%
125 CFG CITIZENS FINL GROUP INC Financial Services 817.0 $57K 0.01% -290.0 -26.2% $70.07 +4.8%
126 KR KROGER CO Consumer Defensive 1,014.0 $56K 0.01% -6K -85.9% $55.53 +1.5%
127 AON AON PLC Financial Services 164.0 $54K 0.01% -1K -85.9% $331.69 +3.5%
128 TGT TARGET CORP Consumer Defensive 407.0 $53K 0.01% -50.0 -10.9% $130.61 +16.8%
129 FAST FASTENAL CO Industrials 1,096.0 $53K 0.01% -292.0 -21.0% $48.03 +6.7%
130 CHTR CHARTER COMMUNICATIONS INC Communication Services 361.0 $51K 0.01% -56.0 -13.4% $142.21 +4.3%
131 AVY AVERY DENNISON CORP Industrials 316.0 $51K 0.01% -88.0 -21.8% $162.35 +9.5%
132 ANET ARISTA NETWORKS INC Technology 301.0 $51K 0.01% -15.0 -4.8% $169.88 +13.7%
133 FITB FIFTH THIRD BANCORP Financial Services 886.0 $50K 0.01% -258.0 -22.6% $56.37 +1.6%
134 ENTERGY CORP NEW 388.0 $45K 0.00% -2.0 -0.5% $114.86
135 RF REGIONS FINANCIAL CORP NEW Financial Services 1,381.0 $42K 0.00% -604.0 -30.4% $30.20 +5.0%
136 MGA MAGNA INTL INC Consumer Cyclical 614.0 $40K 0.00% -27.0 -4.2% $65.66 +7.0%
137 SNN SMITH & NEPHEW PLC Healthcare 1,359.0 $39K 0.00% -41.0 -2.9% $28.81 +4.8%
138 IT GARTNER INC Technology 296.0 $38K 0.00% -95.0 -24.3% $129.62 +40.5%
139 VLTO VERALTO CORP Industrials 427.0 $38K 0.00% -72.0 -14.4% $88.68 +8.3%
140 WDS WOODSIDE ENERGY GROUP LTD Energy 1,932.0 $37K 0.00% -58.0 -2.9% $19.32 +21.4%
Page 7 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%