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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 40 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NEO NEOGENOMICS INC Healthcare 200.0 $3K NEW $14.59 +9.0%
782 JBHT HUNT J B TRANS SVCS INC Industrials 10.0 $3K $289.40 -5.3%
783 EFG ISHARES TR 23.0 $3K $124.43 +0.3%
784 CPNG COUPANG INC Consumer Cyclical 153.0 $3K $17.37 -10.3%
785 ESS ESSEX PPTY TR INC Real Estate 9.0 $3K $291.56 -2.7%
786 DIA STATE STR SPDR DOW JONES IND Financial Services 5.0 $3K $522.40 +2.0%
787 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K $1277.50 +9.6%
788 HST HOST HOTELS & RESORTS INC Real Estate 103.0 $2K $23.71 -3.3%
789 VERSIGENT PLC 58.0 $2K NEW $42.02
790 HAS HASBRO INC Consumer Cyclical 29.0 $2K $82.59 +13.8%
791 ALRM ALARM COM HLDGS INC Technology 50.0 $2K $46.72 +18.9%
792 IQVIA HLDGS INC 12.0 $2K $193.25
793 TSN TYSON FOODS INC Consumer Defensive 40.0 $2K $57.25 +1.3%
794 AMTM AMENTUM HOLDINGS INC Industrials 108.0 $2K $20.67 +1.4%
795 FE FIRSTENERGY CORP Utilities 46.0 $2K $47.54 -0.6%
796 IDA IDACORP INC Utilities 14.0 $2K $151.29 -6.1%
797 STE STERIS PLC Healthcare 10.0 $2K -3.0 -23.1% $210.60 +10.3%
798 EXR EXTRA SPACE STORAGE INC Real Estate 14.0 $2K $145.29 +1.1%
799 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 52.0 $2K $38.96 +5.6%
800 FIX COMFORT SYS USA INC Industrials 1.0 $2K NEW $1982.00 -12.3%
Page 40 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%