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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 15 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IJK ISHARES TR 1,472.0 $173K 0.02% $117.50 -0.1%
282 BTI BRITISH AMERN TOB PLC Consumer Defensive 2,770.0 $171K 0.02% $61.76 -8.7%
283 PSA PUBLIC STORAGE Real Estate 530.0 $169K 0.02% $318.31 +2.4%
284 IWO ISHARES TR 427.0 $168K 0.02% $393.96 -1.1%
285 VV VANGUARD INDEX FDS 489.0 $168K 0.02% $343.91 +3.0%
286 TEL TE CONNECTIVITY PLC Technology 818.0 $165K 0.02% -237.0 -22.5% $201.61 +3.0%
287 SPEU SPDR INDEX SHS FDS 3,000.0 $165K 0.02% $54.88 +3.3%
288 BCS BARCLAYS PLC Financial Services 6,081.0 $163K 0.02% -85.0 -1.4% $26.86 +1.5%
289 MILLROSE PPTYS INC 5,394.0 $162K 0.02% $30.05
290 NSC NORFOLK SOUTHN CORP Industrials 514.0 $162K 0.02% +84.0 +19.5% $314.59 +9.0%
291 HEICO CORP NEW 616.0 $159K 0.02% +567.0 +1157.1% $257.91
292 CRH PLC 1,476.0 $158K 0.02% $107.00
293 JFR NUVEEN FLOATING RATE INCOME Financial Services 20,000.0 $153K 0.01% $7.67 -0.3%
294 VOT VANGUARD INDEX FDS 500.0 $153K 0.01% $306.30 +0.5%
295 HSBC HSBC HLDGS PLC Financial Services 1,594.0 $152K 0.01% $95.09 +8.2%
296 ICLR ICON PUB LTD CO Healthcare 866.0 $150K 0.01% +200.0 +30.0% $173.71 -2.1%
297 PANW PALO ALTO NETWORKS INC Technology 441.0 $150K 0.01% -53.0 -10.7% $341.02 +9.5%
298 WDAY WORKDAY INC Technology 1,215.0 $149K 0.01% +39.0 +3.3% $122.42 +58.0%
299 CANADIAN PACIFIC KANSAS CITY 1,697.0 $147K 0.01% $86.65
300 NXPI NXP SEMICONDUCTORS N V Technology 521.0 $146K 0.01% $281.03 -19.8%
Page 15 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%