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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 39 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 14.0 $4K -41.0 -74.5% $261.36 +28.4%
762 RVTY REVVITY INC Healthcare 32.0 $4K $111.25 +7.4%
763 PLTM GRANITESHARES PLATINUM TR Financial Services 237.0 $4K $14.94 +16.9%
764 LNC LINCOLN NATL CORP IND Financial Services 99.0 $4K $35.35 +23.0%
765 CNQ CANADIAN NAT RES LTD MED TER Energy 87.0 $3K $39.51 +25.3%
766 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 100.0 $3K -400.0 -80.0% $33.88 +10.6%
767 CADRENAL THERAPEUTICS INC 1,000.0 $3K NEW $3.34
768 KMX CARMAX INC Consumer Cyclical 61.0 $3K $52.89 +11.5%
769 AWK AMERICAN WTR WKS CO INC NEW Utilities 24.0 $3K $131.58 +5.4%
770 LNG CHENIERE ENERGY INC Energy 13.0 $3K -7.0 -35.0% $239.00 +14.8%
771 HUBS HUBSPOT INC Technology 17.0 $3K $182.53 +32.4%
772 NU NU HLDGS LTD Financial Services 230.0 $3K $13.36 +9.3%
773 TME TENCENT MUSIC ENTMT GROUP Communication Services 367.0 $3K $8.35 +8.0%
774 DNN DENISON MINES CORP Energy 1,000.0 $3K NEW $3.06 +5.2%
775 RDW REDWIRE CORPORATION Industrials 250.0 $3K NEW $12.23 +1.4%
776 GDDY GODADDY INC Technology 36.0 $3K $84.89 +14.1%
777 CHRW C H ROBINSON WORLDWIDE IN Industrials 16.0 $3K $188.31 -23.3%
778 ARES ARES MANAGEMENT CORPORATION Financial Services 27.0 $3K -54.0 -66.7% $111.30 +28.6%
779 EMN EASTMAN CHEM CO Basic Materials 44.0 $3K $66.98 +12.2%
780 HIW HIGHWOODS PPTYS INC Real Estate 97.0 $3K $30.16 +3.6%
Page 39 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%