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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 5 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSP INVESCO EXCHANGE TRADED FD T 9,169.0 $2.0M 0.19% -69.0 -0.8% $212.77 +3.8%
82 LRCX LAM RESEARCH CORP Technology 4,442.0 $1.9M 0.19% +512.0 +13.0% $433.33 -20.7%
83 TT TRANE TECHNOLOGIES PLC Industrials 3,790.0 $1.9M 0.18% $491.16 -3.2%
84 NEE NEXTERA ENERGY INC Utilities 20,096.0 $1.8M 0.17% +2K +12.5% $87.77 -1.8%
85 CAT CATERPILLAR INC Industrials 1,654.0 $1.8M 0.17% -54.0 -3.2% $1064.90 -17.2%
86 PEP PEPSICO INC Consumer Defensive 12,835.0 $1.7M 0.17% +434.0 +3.5% $135.40 +2.1%
87 UNH UNITEDHEALTH GROUP INC Healthcare 3,971.0 $1.7M 0.16% +354.0 +9.8% $415.63 -4.8%
88 PM PHILIP MORRIS INTL INC Consumer Defensive 8,851.0 $1.6M 0.16% -57.0 -0.6% $180.91 +2.0%
89 RTX RTX CORPORATION Industrials 8,382.0 $1.6M 0.16% +933.0 +12.5% $189.73 +16.8%
90 DE DEERE & CO Industrials 2,478.0 $1.6M 0.16% -39.0 -1.6% $634.33 -5.4%
91 MS MORGAN STANLEY Financial Services 7,416.0 $1.6M 0.15% $209.04 +4.4%
92 ABT ABBOTT LABORATORIES Healthcare 16,058.0 $1.5M 0.14% -4K -21.6% $90.74 +21.6%
93 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 14,968.0 $1.4M 0.14% -813.0 -5.2% $96.12 -52.6%
94 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,945.0 $1.4M 0.14% $477.57 -9.8%
95 UNP UNION PAC CORP Industrials 5,059.0 $1.4M 0.14% +148.0 +3.0% $272.00 +10.3%
96 COP CONOCOPHILLIPS Energy 13,194.0 $1.4M 0.14% -369.0 -2.7% $103.96 +22.7%
97 GE GE AEROSPACE Industrials 3,569.0 $1.3M 0.13% +68.0 +1.9% $373.73 -1.2%
98 KO COCA COLA CO Consumer Defensive 16,306.0 $1.3M 0.13% +2K +12.1% $81.27 +7.0%
99 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,434.0 $1.3M 0.13% +4K +18.7% $57.62 +12.2%
100 DAL DELTA AIR LINES INC Industrials 13,635.0 $1.3M 0.13% -2K -10.6% $93.66 -6.5%
Page 5 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%