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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 16 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWN ISHARES TR 659.0 $146K 0.01% $221.20 +1.5%
302 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2,951.0 $141K 0.01% $47.81 -9.4%
303 SHW SHERWIN WILLIAMS CO Basic Materials 409.0 $141K 0.01% +154.0 +60.4% $344.32 +0.3%
304 EOG EOG RES INC Energy 1,084.0 $141K 0.01% -31.0 -2.8% $129.73 +14.6%
305 AZO AUTOZONE INC Consumer Cyclical 44.0 $141K 0.01% $3195.93 -3.8%
306 NEM NEWMONT CORP Basic Materials 1,503.0 $140K 0.01% $93.40 +24.2%
307 NET CLOUDFLARE INC Technology 570.0 $140K 0.01% -12.0 -2.1% $245.28 +22.9%
308 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,685.0 $137K 0.01% $81.16 -6.9%
309 YUMC YUM CHINA HLDGS INC Consumer Cyclical 3,329.0 $136K 0.01% -122.0 -3.5% $40.87 +14.7%
310 CCI CROWN CASTLE INC Real Estate 1,781.0 $135K 0.01% $75.73 -2.2%
311 SNDK SANDISK CORP Technology 59.0 $134K 0.01% +52.0 +742.9% $2273.73 -28.5%
312 VOYA VOYA FINANCIAL INC Financial Services 1,465.0 $133K 0.01% $90.53 +10.6%
313 PCAR PACCAR INC Industrials 1,104.0 $133K 0.01% $120.12 +6.6%
314 CARR CARRIER GLOBAL CORPORATION Industrials 1,788.0 $131K 0.01% $73.35 -16.3%
315 GRMN GARMIN LTD Technology 550.0 $131K 0.01% +463.0 +532.2% $237.54 +25.2%
316 IFRA ISHARES TR 2,000.0 $126K 0.01% $63.04 -3.0%
317 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 7,266.0 $126K 0.01% $17.35 -14.8%
318 BMO BANK MONTREAL MEDIUM Financial Services 710.0 $125K 0.01% $176.70 +3.3%
319 TMUS T-MOBILE US INC Communication Services 746.0 $125K 0.01% -26.0 -3.4% $167.73 +9.0%
320 TRGP TARGA RES CORP Energy 450.0 $121K 0.01% $268.14 +11.1%
Page 16 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%