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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 24 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RF REGIONS FINANCIAL CORP NEW Financial Services 1,381.0 $42K 0.00% -604.0 -30.4% $30.20 +1.3%
462 UPS UNITED PARCEL SVCS INC Industrials 379.0 $41K 0.00% +126.0 +49.8% $107.50 -4.3%
463 MGA MAGNA INTL INC Consumer Cyclical 614.0 $40K 0.00% -27.0 -4.2% $65.66 +8.1%
464 SGOV ISHARES TR 400.0 $40K 0.00% $100.67 -0.1%
465 SLV ISHARES SILVER TR Financial Services 750.0 $40K 0.00% $53.47 +12.2%
466 GWW WW GRAINGER INC Industrials 29.0 $39K 0.00% $1360.41 -3.9%
467 SNN SMITH & NEPHEW PLC Healthcare 1,359.0 $39K 0.00% -41.0 -2.9% $28.81 +1.7%
468 FANG DIAMONDBACK ENERGY INC Energy 222.0 $39K 0.00% $175.78 +18.6%
469 NMT NUVEEN MASS QUALITY MUN INC Financial Services 3,000.0 $39K 0.00% $12.99 -4.0%
470 VXUS VANGUARD STAR FDS 455.0 $39K 0.00% $85.49 +1.7%
471 HPQ HP INC Technology 1,763.0 $39K 0.00% $21.94 +36.5%
472 OXY OCCIDENTAL PETE CORP Energy 796.0 $39K 0.00% $48.57 +23.7%
473 IT GARTNER INC Technology 296.0 $38K 0.00% -95.0 -24.3% $129.62 +48.8%
474 SE SEA LTD Consumer Cyclical 399.0 $38K 0.00% +11.0 +2.8% $95.83 +24.3%
475 PDD PDD HOLDINGS INC Consumer Cyclical 500.0 $38K 0.00% NEW $76.28 +18.2%
476 VLTO VERALTO CORP Industrials 427.0 $38K 0.00% -72.0 -14.4% $88.68 +12.9%
477 APP APPLOVIN CORP Technology 73.0 $38K 0.00% +16.0 +28.1% $515.23 -39.7%
478 HESM HESS MIDSTREAM LP Energy 1,000.0 $38K 0.00% NEW $37.60 +5.7%
479 EXPE EXPEDIA GROUP INC Consumer Cyclical 146.0 $37K 0.00% +15.0 +11.4% $255.88 +27.5%
480 WDS WOODSIDE ENERGY GROUP LTD Energy 1,932.0 $37K 0.00% -58.0 -2.9% $19.32 +23.7%
Page 24 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%