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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 26 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FSLR FIRST SOLAR INC Energy 133.0 $31K 0.00% $235.96 -5.7%
502 BANK OF AMER CORP 25.0 $31K 0.00% $1254.52
503 TDY TELEDYNE TECHNOLOGIES INC Technology 46.0 $31K 0.00% $666.89 -2.7%
504 NDAQ NASDAQ INC Financial Services 383.0 $30K 0.00% $78.82 +22.2%
505 ACGL ARCH CAP GROUP LTD Financial Services 309.0 $30K 0.00% $97.06 +1.5%
506 GIS GENERAL MILLS INC Consumer Defensive 840.0 $29K 0.00% -132.0 -13.6% $34.80 +14.9%
507 QXO QXO INC Industrials 1,685.0 $29K 0.00% +294.0 +21.1% $17.28 -18.3%
508 WELLS FARGO & CO 25.0 $29K 0.00% $1157.00
509 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,437.0 $29K 0.00% +72.0 +5.3% $19.89 +8.4%
510 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 474.0 $29K 0.00% +3.0 +0.6% $60.22 +23.9%
511 TLN TALEN ENERGY CORP Utilities 74.0 $28K 0.00% +20.0 +37.0% $384.26 -16.1%
512 R RYDER SYS INC Industrials 107.0 $28K 0.00% $263.77 -5.0%
513 GEN GEN DIGITAL INC Technology 1,132.0 $28K 0.00% +927.0 +452.2% $24.89 +10.6%
514 ATLANTA BRAVES HLDGS INC 500.0 $28K 0.00% NEW $56.31
515 HLN HALEON PLC Healthcare 3,009.0 $28K 0.00% $9.33 +5.8%
516 TER TERADYNE INC Technology 58.0 $28K 0.00% $483.84 -21.5%
517 ALLY ALLY FINL INC Financial Services 607.0 $28K 0.00% $45.95 -6.2%
518 DRI DARDEN RESTAURANTS INC Consumer Cyclical 133.0 $27K 0.00% $206.01 +7.7%
519 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 1,000.0 $27K 0.00% $26.85 -2.9%
520 DTE DTE ENERGY CO Utilities 176.0 $27K 0.00% $152.37 -8.7%
Page 26 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%