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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 19 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RKLB ROCKET LAB CORP Industrials 873.0 $89K 0.01% +650.0 +291.5% $101.65 -25.0%
362 CAH CARDINAL HEALTH INC Healthcare 373.0 $89K 0.01% $237.56 -0.6%
363 SDY SPDR SERIES TRUST 582.0 $89K 0.01% $152.18 +4.5%
364 IYLD ISHARES TR 3,942.0 $87K 0.01% $22.14 +0.4%
365 PYPL PAYPAL HLDGS INC Financial Services 2,019.0 $87K 0.01% -4K -64.1% $43.18 +42.1%
366 CHKP CHECK POINT SOFTWARE TECH LT Technology 657.0 $86K 0.01% +61.0 +10.2% $131.43 +1.0%
367 SCHH SCHWAB STRATEGIC TR 3,583.0 $85K 0.01% -3K -42.9% $23.68 +1.3%
368 AAXJ ISHARES TR 704.0 $84K 0.01% NEW $119.33 -4.0%
369 NYT NEW YORK TIMES CO MTN BE Communication Services 1,200.0 $84K 0.01% $69.98 -6.1%
370 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 1,007.0 $83K 0.01% -9.0 -0.9% $82.40 -5.0%
371 SPG SIMON PPTY GROUP INC NEW Real Estate 369.0 $83K 0.01% -24.0 -6.1% $223.65 -0.1%
372 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,076.0 $82K 0.01% -197.0 -15.5% $76.40 +5.8%
373 CMS CMS ENERGY CORP Utilities 1,072.0 $82K 0.01% $76.50 -7.6%
374 ITUB ITAU UNIBANCO HLDG SA Financial Services 10,009.0 $82K 0.01% -229.0 -2.2% $8.17 -9.5%
375 WBS WEBSTER FINL CORP Financial Services 1,065.0 $81K 0.01% $76.42 +1.9%
376 CNI CANADIAN NATL RY CO Industrials 673.0 $80K 0.01% +114.0 +20.4% $119.24 +7.1%
377 Q QNITY ELECTRONICS INC Technology 482.0 $79K 0.01% $163.31 -22.7%
378 ZTS ZOETIS INC Healthcare 1,075.0 $77K 0.01% -3K -75.1% $71.86 +7.2%
379 NRG NRG ENERGY INC Utilities 517.0 $76K 0.01% -329.0 -38.9% $146.06 -18.8%
380 GDX VANECK ETF TRUST 1,000.0 $75K 0.01% NEW $75.45 +28.4%
Page 19 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%