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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 36 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 NVT NVENT ELEC PLC Industrials 38.0 $6K 0.00% $169.61 -7.5%
702 AVB AVALONBAY CMNTYS INC Real Estate 34.0 $6K 0.00% +1.0 +3.0% $188.68 -2.4%
703 ENSG ENSIGN GROUP INC Healthcare 40.0 $6K 0.00% $160.30 +13.8%
704 MLM MARTIN MARIETTA MATLS INC Basic Materials 11.0 $6K 0.00% $576.73 -7.1%
705 JLL JONES LANG LASALLE INC Real Estate 20.0 $6K 0.00% $309.95 +25.9%
706 EL LAUDER ESTEE COS INC Consumer Defensive 78.0 $6K 0.00% -6K -98.8% $78.95 +24.1%
707 SPYX SPDR SERIES TRUST 100.0 $6K 0.00% $61.10 +3.1%
708 IZRL ARK ETF TR 200.0 $6K 0.00% NEW $30.38 -4.1%
709 GENI GENIUS SPORTS LIMITED Communication Services 1,000.0 $6K 0.00% NEW $6.06 +28.2%
710 ZION ZIONS BANCORPORATION NATL AS Financial Services 86.0 $6K 0.00% $69.19 -1.3%
711 DNTH DIANTHUS THERAPEUTICS INC Healthcare 61.0 $6K 0.00% +2.0 +3.4% $97.48 +16.6%
712 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 147.0 $6K 0.00% $39.57 +12.4%
713 UBS UBS GROUP AG Financial Services 113.0 $6K 0.00% +5.0 +4.6% $49.56 +7.2%
714 REGCO REGENCY CTRS CORP Real Estate 70.0 $6K 0.00% $79.74 -72.6%
715 SLM SLM CORP Financial Services 215.0 $6K 0.00% $25.94 +2.5%
716 CRON CRONOS GROUP INC Healthcare 2,000.0 $6K 0.00% $2.78 +18.3%
717 GWRE GUIDEWIRE SOFTWARE INC Technology 45.0 $6K 0.00% $123.04 +47.2%
718 NWSA NEWS CORP NEW Communication Services 216.0 $5K 0.00% $24.83 +18.6%
719 TROW PRICE T ROWE GROUP INC Financial Services 47.0 $5K 0.00% -13.0 -21.7% $113.68 -1.3%
720 RGEN REPLIGEN CORP Healthcare 39.0 $5K 0.00% +18.0 +85.7% $136.44 +29.3%
Page 36 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%