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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 35 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BBAI BIGBEAR AI HLDGS INC Technology 2,000.0 $7K 0.00% -100.0 -4.8% $3.67 -13.6%
682 AKAM AKAMAI TECHNOLOGIES INC Technology 62.0 $7K 0.00% $118.21 -4.5%
683 CBOE CBOE GLOBAL MKTS INC Financial Services 30.0 $7K 0.00% $242.67 +15.7%
684 PNW PINNACLE WEST CAP CORP Utilities 68.0 $7K 0.00% $107.00 -7.1%
685 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 414.0 $7K 0.00% $17.41 +11.5%
686 GPC GENUINE PARTS CO Consumer Cyclical 61.0 $7K 0.00% $117.98 +14.0%
687 LULU LULULEMON ATHLETICA INC Consumer Cyclical 62.0 $7K 0.00% $114.18 +4.6%
688 RKT ROCKET COS INC Financial Services 443.0 $7K 0.00% -345.0 -43.8% $15.75 -7.1%
689 EFV ISHARES TR 90.0 $7K 0.00% $76.56 +6.5%
690 GFL GFL ENVIRONMENTAL INC Industrials 187.0 $7K 0.00% -17.0 -8.3% $36.79 +12.9%
691 VNT VONTIER CORPORATION Technology 237.0 $7K 0.00% -16.0 -6.3% $29.00 +13.7%
692 BOC BOSTON OMAHA CORP Communication Services 500.0 $7K 0.00% NEW $13.64 +0.8%
693 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 218.0 $7K 0.00% +13.0 +6.3% $30.71 +20.0%
694 FFIV F5 INC Technology 16.0 $7K 0.00% $415.94 -8.0%
695 NTAP NETAPP INC Technology 43.0 $7K 0.00% $154.77 +25.7%
696 EME EMCOR GROUP INC Industrials 8.0 $7K 0.00% $829.88 -2.9%
697 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 218.0 $7K 0.00% $30.18 -2.0%
698 SN SHARKNINJA INC Consumer Cyclical 43.0 $7K 0.00% -5.0 -10.4% $152.28 +19.0%
699 FIS FIDELITY NATL INFORMATION SV Technology 167.0 $6K 0.00% -26.0 -13.5% $38.88 +4.6%
700 SOUN SOUNDHOUND AI INC Technology 1,000.0 $6K 0.00% NEW $6.47 +10.7%
Page 35 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%