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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 2 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUB ISHARES TR 116,994.0 $12.5M 1.24% +2K +1.4% $106.47 -0.2%
22 IAU ISHARES GOLD TR Financial Services 156,618.0 $11.8M 1.17% +10K +6.9% $75.51 +10.1%
23 LMBS FIRST TR EXCHANGE-TRADED FD 219,414.0 $10.9M 1.08% +11K +5.3% $49.78 -0.2%
24 GOOG ALPHABET INC Communication Services 30,582.0 $10.8M 1.07% +4K +13.3% $353.33 -3.4%
25 EFA ISHARES TR 103,773.0 $10.8M 1.07% +3K +2.6% $103.88 +4.4%
26 ITOT ISHARES TR 65,477.0 $10.8M 1.07% $164.27 +3.3%
27 JPM JPMORGAN CHASE & CO Financial Services 30,891.0 $10.1M 1.00% +507.0 +1.7% $327.33 +10.3%
28 VO VANGUARD INDEX FDS 122,447.0 $9.9M 0.98% +98K +399.6% $80.57 +4.3%
29 GLD SPDR GOLD TR Financial Services 26,171.0 $9.6M 0.96% +2K +9.4% $368.38 +10.1%
30 LLY ELI LILLY & CO Healthcare 7,571.0 $9.1M 0.90% -48.0 -0.6% $1199.43 -1.2%
31 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 12,709.0 $8.9M 0.89% +519.0 +4.3% $703.34 +1.7%
32 MU MICRON TECHNOLOGY INC Technology 7,643.0 $8.8M 0.88% +162.0 +2.2% $1154.29 -12.3%
33 EEM ISHARES TR 121,544.0 $8.3M 0.82% +10K +9.1% $68.41 -1.6%
34 BND VANGUARD BD INDEX FDS 111,521.0 $8.2M 0.81% +5K +4.9% $73.41 -1.7%
35 XOM EXXON MOBIL CORP Energy 59,044.0 $8.1M 0.80% -2K -3.3% $136.72 +18.1%
36 AVEM AMERICAN CENTY ETF TR 78,354.0 $7.6M 0.75% +1K +1.5% $96.49 -2.1%
37 VB VANGUARD INDEX FDS 24,750.0 $7.5M 0.74% +1K +4.6% $303.12 +1.6%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,406.0 $6.9M 0.69% +501.0 +7.3% $935.47 +1.9%
39 XLE SELECT SECTOR SPDR TR 129,408.0 $6.9M 0.68% -118K -47.6% $53.11 +17.8%
40 AGG ISHARES TR 64,508.0 $6.4M 0.63% +1K +1.7% $98.98 -1.7%
Page 2 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%