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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 13 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HWM HOWMET AEROSPACE INC Industrials 889.0 $239K 0.02% $268.86 +6.4%
242 SDVY FIRST TR EXCHANGE TRADED FD 5,500.0 $237K 0.02% $43.14 +2.8%
243 TRV TRAVELERS COMPANIES INC Financial Services 702.0 $232K 0.02% $330.12 +11.8%
244 LIN LINDE PLC Basic Materials 445.0 $231K 0.02% +10.0 +2.3% $518.94 -7.6%
245 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 784.0 $230K 0.02% +403.0 +105.8% $293.18 +3.4%
246 AJG GALLAGHER ARTHUR J & CO Financial Services 991.0 $228K 0.02% $229.57 +9.9%
247 APLE APPLE HOSPITALITY REIT INC Real Estate 13,523.0 $227K 0.02% $16.81 -4.7%
248 DOV DOVER CORP Industrials 1,008.0 $226K 0.02% $224.28 -9.4%
249 PSX PHILLIPS 66 Energy 1,317.0 $223K 0.02% $169.05 +42.4%
250 NUE NUCOR CORP Basic Materials 998.0 $222K 0.02% $222.75 +18.8%
251 A AGILENT TECHNOLOGIES INC Healthcare 1,666.0 $221K 0.02% $132.83 +11.8%
252 ASX ASE TECHNOLOGY HLDG CO LTD Technology 4,903.0 $221K 0.02% -4K -42.4% $45.12 -19.7%
253 MSCI MSCI INC Financial Services 395.0 $221K 0.02% -726.0 -64.8% $560.04 +0.6%
254 GM GENERAL MTRS CO Consumer Cyclical 2,851.0 $220K 0.02% +1K +95.3% $77.08 +8.7%
255 XVV ISHARES TR 3,863.0 $219K 0.02% $56.79 +3.3%
256 UNILEVER PLC 3,641.0 $219K 0.02% -54.0 -1.5% $60.12
257 VYM VANGUARD WHITEHALL FDS 1,364.0 $216K 0.02% $158.03 +4.8%
258 CMCSA COMCAST CORP NEW Communication Services 8,756.0 $215K 0.02% -16K -65.0% $24.55 +5.7%
259 SNY SANOFI SA Healthcare 5,000.0 $213K 0.02% -30.0 -0.6% $42.66 +5.3%
260 IWV ISHARES TR 500.0 $213K 0.02% -3K -85.3% $426.40 +2.6%
Page 13 of 45  ·  886 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%