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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 8 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HMC HONDA MOTOR CO LTD Consumer Cyclical 1,367.0 $37K 0.00% -44.0 -3.1% $27.11 +17.9%
142 FTV FORTIVE CORP Technology 595.0 $36K 0.00% -40.0 -6.3% $61.09 -2.7%
143 NICE NICE LTD Technology 361.0 $33K 0.00% -12.0 -3.2% $90.85 +9.6%
144 OKE ONEOK INC NEW Energy 372.0 $32K 0.00% -132.0 -26.2% $86.94 +11.7%
145 PUK PRUDENTIAL PLC Financial Services 1,190.0 $32K 0.00% -36.0 -2.9% $26.81 +4.7%
146 GIS GENERAL MILLS INC Consumer Defensive 840.0 $29K 0.00% -132.0 -13.6% $34.80 +9.4%
147 IP INTERNATIONAL PAPER CO Consumer Cyclical 685.0 $26K 0.00% -300.0 -30.5% $38.10 +5.1%
148 EQR EQUITY RESIDENTIAL Real Estate 383.0 $26K 0.00% -19.0 -4.7% $67.93 -6.3%
149 FISV FISERV INC Technology 526.0 $26K 0.00% -24.0 -4.4% $49.05 +5.4%
150 ALAB ASTERA LABS INC Technology 51.0 $25K 0.00% -75.0 -59.5% $483.02 -37.2%
151 HYGV FLEXSHARES TR 569.0 $23K 0.00% -16.0 -2.7% $40.26 -0.4%
152 XP XP INC Financial Services 1,384.0 $23K 0.00% -45.0 -3.1% $16.26 -2.6%
153 ALC ALCON AG Healthcare 324.0 $22K 0.00% -20.0 -5.8% $67.10 +9.6%
154 RCI ROGERS COMMUNICATIONS INC Communication Services 656.0 $21K 0.00% -20.0 -3.0% $32.50 +10.5%
155 ALGN ALIGN TECHNOLOGY INC Healthcare 118.0 $20K 0.00% -33.0 -21.9% $168.66 -0.4%
156 BBY BEST BUY INC Consumer Cyclical 261.0 $20K 0.00% -148.0 -36.2% $75.88 +15.0%
157 ESLT ELBIT SYS LTD Industrials 25.0 $19K 0.00% -25.0 -50.0% $758.72 +4.9%
158 BIIB BIOGEN INC Healthcare 87.0 $19K 0.00% -1.0 -1.1% $216.06 -1.6%
159 STLD STEEL DYNAMICS INC Basic Materials 81.0 $19K 0.00% -94.0 -53.7% $229.46 +8.9%
160 RMD RESMED INC Healthcare 95.0 $19K 0.00% -1.0 -1.0% $194.88 +12.9%
Page 8 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%