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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 38 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DCI DONALDSON INC Industrials 50.0 $4K $89.78 +3.4%
742 MAA MID-AMER APT CMNTYS INC Real Estate 32.0 $4K $138.94 -5.4%
743 APA APA CORPORATION Energy 134.0 $4K $32.57 +33.4%
744 LW LAMB WESTON HLDGS INC Consumer Defensive 100.0 $4K $43.18 +24.7%
745 HRB BLOCK H & R INC Consumer Cyclical 113.0 $4K $38.08 +37.2%
746 PODD INSULET CORP Healthcare 28.0 $4K -6.0 -17.6% $152.25 -0.5%
747 MEDP MEDPACE HLDGS INC Healthcare 8.0 $4K $529.62 +14.8%
748 KSCP KNIGHTSCOPE INC Industrials 2,000.0 $4K NEW $2.11 -30.8%
749 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14.0 $4K -28.0 -66.7% $301.00 -19.4%
750 MTCH MATCH GROUP INC NEW Communication Services 110.0 $4K $38.05 +4.3%
751 MPWR MONOLITHIC PWR SYS INC Technology 3.0 $4K $1382.33 -5.9%
752 DASH DOORDASH INC Communication Services 22.0 $4K $184.55 +19.3%
753 TOST TOAST INC Technology 145.0 $4K $27.82 +26.4%
754 TDG TRANSDIGM GROUP INC Industrials 3.0 $4K $1332.00 -8.2%
755 AEM AGNICO EAGLE MINES LTD Basic Materials 25.0 $4K -75.0 -75.0% $155.12 +33.9%
756 CRL CHARLES RIV LABS INTL INC Healthcare 17.0 $4K $226.76 +27.9%
757 FRT FEDERAL RLTY INVT TR NEW Real Estate 31.0 $4K $123.45 -4.8%
758 VALE VALE S A Basic Materials 250.0 $4K $15.04 -7.6%
759 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 176.0 $4K $21.11 -17.9%
760 DOC HEALTHPEAK PROPERTIES INC Real Estate 173.0 $4K -68.0 -28.2% $21.40 -3.0%
Page 38 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%