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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 21 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 897.0 $65K 0.01% +93.0 +11.6% $72.51 +9.7%
402 BIDU BAIDU INC Communication Services 567.0 $65K 0.01% +67.0 +13.4% $114.29 -19.5%
403 OTIS OTIS WORLDWIDE CORP Industrials 903.0 $65K 0.01% $71.60 +0.2%
404 PPL PPL CORP Utilities 1,763.0 $64K 0.01% $36.35 -3.2%
405 XLI SELECT SECTOR SPDR TR 344.0 $64K 0.01% -342.0 -49.9% $185.23 -2.9%
406 SYK STRYKER CORPORATION Healthcare 197.0 $62K 0.01% $314.84 +4.1%
407 DVN DEVON ENERGY CORP NEW Energy 1,496.0 $62K 0.01% +124.0 +9.0% $41.32 +19.3%
408 IJS ISHARES TR 450.0 $62K 0.01% $136.68 +0.6%
409 ABEV AMBEV SA Consumer Defensive 19,450.0 $61K 0.01% -360.0 -1.8% $3.14 -9.9%
410 FORTINET INC 393.0 $60K 0.01% -276.0 -41.3% $153.62
411 WBD WARNER BROS DISCOVERY INC Communication Services 2,257.0 $60K 0.01% -184.0 -7.5% $26.66 +5.9%
412 ROST ROSS STORES INC Consumer Cyclical 280.0 $60K 0.01% $212.85 +7.6%
413 ONON ON HLDG AG Consumer Cyclical 1,672.0 $59K 0.01% $35.42 -15.6%
414 CF CF INDUSTRIES HOLD Basic Materials 542.0 $59K 0.01% $108.26 +16.1%
415 IEV ISHARES TR 800.0 $58K 0.01% $72.85 +3.4%
416 MCHP MICROCHIP TECHNOLOGY INC. Technology 633.0 $58K 0.01% $91.20 -16.9%
417 ALAI THE ALGER ETF TRUST 1,264.0 $58K 0.01% $45.64 -3.0%
418 ET ENERGY TRANSFER L P Energy 3,000.0 $57K 0.01% NEW $19.12 +10.9%
419 CFG CITIZENS FINL GROUP INC Financial Services 817.0 $57K 0.01% -290.0 -26.2% $70.07 -0.5%
420 KR KROGER CO Consumer Defensive 1,014.0 $56K 0.01% -6K -85.9% $55.53 +1.4%
Page 21 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%