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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 17 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FICO FAIR ISAAC CORP Technology 100.0 $119K 0.01% $1194.78 -9.8%
322 Grupo Cibest SA 1,497.0 $119K 0.01% -29.0 -1.9% $79.43
323 WDC WESTERN DIGITAL CORP Technology 186.0 $119K 0.01% -66.0 -26.2% $638.72 -22.3%
324 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1,213.0 $118K 0.01% $96.88 +2.3%
325 ICICI BANK LIMITED 4,033.0 $117K 0.01% -86.0 -2.1% $29.03
326 SHEL SHELL PLC Energy 1,474.0 $114K 0.01% -105.0 -6.7% $77.54 +18.7%
327 RELX RELX PLC Communication Services 3,581.0 $113K 0.01% +708.0 +24.6% $31.67 +9.0%
328 BSX BOSTON SCIENTIFIC CORP Healthcare 2,615.0 $112K 0.01% +180.0 +7.4% $42.68 +18.3%
329 NOC NORTHROP GRUMMAN CORP Industrials 216.0 $110K 0.01% +78.0 +56.5% $509.31 +15.7%
330 VZ VERIZON COMMUNICATIONS INC Communication Services 2,591.0 $110K 0.01% -621.0 -19.3% $42.34 +14.6%
331 XLV SELECT SECTOR SPDR TR 688.0 $109K 0.01% $158.66 +7.0%
332 D DOMINION ENERGY INC Utilities 1,579.0 $108K 0.01% -137.0 -8.0% $68.29 +0.5%
333 PAYX PAYCHEX INC Industrials 1,088.0 $107K 0.01% +635.0 +140.2% $98.33 +22.0%
334 ABNB AIRBNB INC Consumer Cyclical 744.0 $106K 0.01% -2K -74.0% $143.10 +28.1%
335 HIG HARTFORD INSURANCE GROUP INC Financial Services 787.0 $104K 0.01% $132.52 +4.9%
336 O REALTY INCOME CORP Real Estate 1,648.0 $102K 0.01% $61.96 +0.4%
337 SPOT SPOTIFY TECHNOLOGY S A Communication Services 222.0 $102K 0.01% -7.0 -3.1% $459.13 +12.4%
338 B BARRICK MNG CORP Basic Materials 2,760.0 $101K 0.01% +988.0 +55.8% $36.73 +14.6%
339 LECO LINCOLN ELEC HLDGS INC Industrials 381.0 $101K 0.01% -9.0 -2.3% $265.51 +6.2%
340 CVNA CARVANA CO Consumer Cyclical 1,535.0 $101K 0.01% +1K +396.8% $65.82 -1.2%
Page 17 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%