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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $884M AUM 1,007 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 232 Added 159 Reduced 43 Exited
Page 35 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 LYFT LYFT INC Technology 500.0 $7K 0.00% $13.30 -0.6%
682 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 106.0 $7K 0.00% +8.0 +8.2% $62.70 +22.9%
683 IMO IMPERIAL OIL LTD Energy 50.0 $7K 0.00% $130.82 +2.3%
684 ADT ADT INC DEL Industrials 994.0 $7K 0.00% $6.57 +5.6%
685 MLM MARTIN MARIETTA MATLS INC Basic Materials 11.0 $6K 0.00% $588.64 -7.9%
686 GPC GENUINE PARTS CO Consumer Cyclical 61.0 $6K 0.00% $105.75 -10.2%
687 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 414.0 $6K 0.00% NEW $14.95 +7.1%
688 JLL JONES LANG LASALLE INC Real Estate 20.0 $6K 0.00% $304.30 -3.7%
689 EME EMCOR GROUP INC Industrials 8.0 $6K 0.00% $738.25 +15.6%
690 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 218.0 $6K 0.00% NEW $26.43 +4.3%
691 MPLX MPLX LP Energy 100.0 $6K 0.00% $57.07 -2.9%
692 APA APA CORPORATION Energy 134.0 $6K 0.00% $42.44 -7.4%
693 LNG CHENIERE ENERGY INC Energy 20.0 $6K 0.00% NEW $283.75 -14.1%
694 TYL TYLER TECHNOLOGIES INC Technology 16.0 $5K 0.00% $342.38 -7.3%
695 CAG CONAGRA BRANDS INC Consumer Defensive 348.0 $5K 0.00% $15.72 -12.0%
696 TROW PRICE T ROWE GROUP INC Financial Services 60.0 $5K 0.00% $90.13 +13.0%
697 CHWY CHEWY INC Consumer Cyclical 200.0 $5K 0.00% $27.00 -24.7%
698 AVB AVALONBAY CMNTYS INC Real Estate 33.0 $5K 0.00% +7.0 +26.9% $163.36 +14.3%
699 NWSA NEWS CORP NEW Communication Services 216.0 $5K 0.00% $24.93 +3.4%
700 SPYX SPDR SERIES TRUST 100.0 $5K 0.00% $53.03 +14.0%
Page 35 of 43  ·  856 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 29.2%
Financial Services 22.4%
Healthcare 9.5%
Communication Services 9.0%
Consumer Cyclical 8.6%
Industrials 6.3%
Consumer Defensive 6.1%
Energy 5.2%
Real Estate 1.6%
Utilities 1.5%