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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 33 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 RB GLOBAL INC 89.0 $10K 0.00% $116.45
642 FIGS FIGS INC Consumer Cyclical 1,000.0 $10K 0.00% $10.23 +40.4%
643 ROL ROLLINS INC Consumer Cyclical 241.0 $10K 0.00% -2K -87.6% $41.74 -13.5%
644 SOLV SOLVENTUM CORP Healthcare 130.0 $10K 0.00% $77.15 +15.1%
645 ENB ENBRIDGE INC Energy 185.0 $10K 0.00% $54.21 -4.6%
646 ABVX ABIVAX SA Healthcare 74.0 $10K 0.00% -2.0 -2.6% $133.26 -12.2%
647 ROP ROPER TECHNOLOGIES INC Industrials 29.0 $10K 0.00% -2.0 -6.5% $338.38 +21.1%
648 SJM SMUCKER J M CO Consumer Defensive 87.0 $10K 0.00% -48.0 -35.6% $112.51 +10.3%
649 ZM ZOOM COMMUNICATIONS INC Technology 113.0 $10K 0.00% -13.0 -10.3% $86.31 +23.7%
650 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 90.0 $10K 0.00% $106.26 +6.7%
651 VMC VULCAN MATLS CO Basic Materials 32.0 $9K 0.00% $295.00 -6.9%
652 ANDG ANDERSEN GROUP INC Consumer Cyclical 250.0 $9K 0.00% NEW $37.72 +29.5%
653 RITM RITHM CAPITAL CORP Real Estate 1,000.0 $9K 0.00% NEW $9.39 +8.4%
654 MOS MOSAIC CO Basic Materials 443.0 $9K 0.00% -426.0 -49.0% $21.19 +7.9%
655 IVZ INVESCO LTD Financial Services 353.0 $9K 0.00% +195.0 +123.4% $26.39 +21.4%
656 TXT TEXTRON INC Industrials 101.0 $9K 0.00% -106.0 -51.2% $91.73 -6.5%
657 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 121.0 $9K 0.00% -71.0 -37.0% $76.50 +2.4%
658 BALL BALL CORP Consumer Cyclical 147.0 $9K 0.00% $62.40 +0.4%
659 SCCO SOUTHERN COPPER CORP Basic Materials 52.0 $9K 0.00% $174.27 +13.2%
660 IREN IREN LIMITED Financial Services 197.0 $9K 0.00% NEW $45.73 -7.8%
Page 33 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%