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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $884M AUM 1,007 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 232 Added 159 Reduced 43 Exited
Page 2 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 58,036.0 $12.1M 1.37% -3K -5.4% $208.27 +25.1%
22 VTV VANGUARD INDEX FDS 56,676.0 $11.1M 1.26% +872.0 +1.6% $196.20 +5.5%
23 VEA VANGUARD TAX-MANAGED FDS 170,028.0 $10.9M 1.23% +7K +4.2% $64.08 +7.9%
24 VWO VANGUARD INTL EQUITY INDEX F 193,659.0 $10.5M 1.18% +8K +4.3% $54.05 +7.5%
25 LMBS FIRST TR EXCHANGE-TRADED FD 208,437.0 $10.4M 1.17% +12K +6.0% $49.81 -0.4%
26 XOM EXXON MOBIL CORP Energy 61,037.0 $10.4M 1.17% $169.66 -3.8%
27 GLD SPDR GOLD TR Financial Services 23,930.0 $10.3M 1.16% -695.0 -2.8% $430.29 -4.2%
28 EFA ISHARES TR 101,183.0 $9.8M 1.11% +1K +1.3% $97.13 +5.2%
29 ITOT ISHARES TR 65,565.0 $9.3M 1.06% $142.43 +12.5%
30 JPM JPMORGAN CHASE & CO Financial Services 30,384.0 $8.9M 1.01% +735.0 +2.5% $294.16 -0.1%
31 BND VANGUARD BD INDEX FDS 106,278.0 $7.8M 0.89% +7K +6.6% $73.64 -1.6%
32 GOOG ALPHABET INC Communication Services 26,996.0 $7.7M 0.88% -1K -4.6% $286.86 +35.9%
33 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 12,190.0 $7.5M 0.85% -237.0 -1.9% $616.76 +6.0%
34 VO VANGUARD INDEX FDS 24,509.0 $7.0M 0.80% -6K -18.7% $287.18 -73.5%
35 LLY ELI LILLY & CO Healthcare 7,619.0 $7.0M 0.79% -289.0 -3.6% $919.77 +12.5%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,905.0 $6.9M 0.78% +94.0 +1.4% $996.43 +9.3%
37 EEM ISHARES TR 111,416.0 $6.3M 0.71% +5K +4.8% $56.79 +13.5%
38 AGG ISHARES TR 63,453.0 $6.3M 0.71% +2K +4.1% $99.27 -1.5%
39 META META PLATFORMS INC Communication Services 10,948.0 $6.3M 0.71% +1K +13.0% $572.13 +5.0%
40 AVEM AMERICAN CENTY ETF TR 77,182.0 $6.2M 0.70% +7K +10.6% $80.58 +12.7%
Page 2 of 43  ·  856 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 29.2%
Financial Services 22.4%
Healthcare 9.5%
Communication Services 9.0%
Consumer Cyclical 8.6%
Industrials 6.3%
Consumer Defensive 6.1%
Energy 5.2%
Real Estate 1.6%
Utilities 1.5%