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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 32 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AEE AMEREN CORP Utilities 111.0 $13K 0.00% $113.04 -3.8%
622 CINF CINCINNATI FINL CORP Financial Services 66.0 $12K 0.00% -57.0 -46.3% $185.14 -9.2%
623 ODFL OLD DOMINION FREIGHT LINE IN Industrials 56.0 $12K 0.00% $216.61 -5.6%
624 UAL UNITED AIRLS HLDGS INC Industrials 89.0 $12K 0.00% $135.99 -17.9%
625 FENI FIDELITY COVINGTON TRUST 300.0 $12K 0.00% $40.13 +3.2%
626 JBL JABIL INC Technology 31.0 $12K 0.00% $385.48 -17.9%
627 L LOEWS CORP Financial Services 105.0 $12K 0.00% $113.21 -2.2%
628 EWI ISHARES INC 200.0 $12K 0.00% $59.24 +6.0%
629 OPPJ WISDOMTREE TR 200.0 $12K 0.00% $57.66 -2.1%
630 DINO HF SINCLAIR CORP Energy 164.0 $11K 0.00% $69.65 +33.1%
631 TWLO TWILIO INC Communication Services 55.0 $11K 0.00% NEW $206.33 +6.6%
632 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 176.0 $11K 0.00% $64.01 +15.7%
633 FOX FOX CORP Communication Services 239.0 $11K 0.00% $46.84 +29.1%
634 MKSI MKS INC. Technology 25.0 $11K 0.00% +15.0 +150.0% $444.80 -36.6%
635 DLTR DOLLAR TREE INC Consumer Defensive 91.0 $11K 0.00% $120.95 +6.2%
636 APOS APOLLO GLOBAL MGMT INC Financial Services 92.0 $11K 0.00% -2.0 -2.1% $118.32 -78.5%
637 ED CONSOLIDATED EDISON INC Utilities 98.0 $11K 0.00% $110.63 -2.1%
638 DVA DAVITA INC Healthcare 48.0 $11K 0.00% $222.48 -21.2%
639 UEC URANIUM ENERGY CORP Energy 1,000.0 $11K 0.00% NEW $10.66 +4.6%
640 BDX BECTON DICKINSON & CO Healthcare 70.0 $11K 0.00% $151.33 +24.0%
Page 32 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%