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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 7 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMRIZE LTD 17,124.0 $913K 0.09% +906.0 +5.6% $53.30
122 LOW LOWES COS INC Consumer Cyclical 4,026.0 $888K 0.09% +1K +33.6% $220.49 -2.1%
123 USB US BANCORP Financial Services 14,470.0 $874K 0.09% +588.0 +4.2% $60.40 +7.4%
124 MAS MASCO CORP Industrials 10,704.0 $871K 0.09% -1K -10.2% $81.37 -9.1%
125 SO SOUTHERN CO Utilities 9,093.0 $870K 0.09% +691.0 +8.2% $95.71 -3.6%
126 ADI ANALOG DEVICES INC Technology 2,142.0 $851K 0.08% +569.0 +36.2% $397.17 -1.7%
127 GS GOLDMAN SACHS GROUP INC Financial Services 829.0 $838K 0.08% $1011.37 +3.9%
128 MDT MEDTRONIC PLC Healthcare 10,440.0 $817K 0.08% +662.0 +6.8% $78.23 +15.8%
129 VIG VANGUARD SPECIALIZED FUNDS 3,422.0 $810K 0.08% $236.62 +3.3%
130 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 839.0 $810K 0.08% $965.00 +3.1%
131 QCOM QUALCOMM INC Technology 4,343.0 $803K 0.08% -2K -31.8% $184.79 -12.2%
132 ISRG INTUITIVE SURGICAL INC Healthcare 2,018.0 $803K 0.08% -828.0 -29.1% $397.68 -1.8%
133 FDX FEDEX CORP Industrials 2,532.0 $793K 0.08% -29.0 -1.1% $313.13 +5.9%
134 GILD GILEAD SCIENCES INC Healthcare 6,271.0 $792K 0.08% +500.0 +8.7% $126.34 +10.0%
135 ITW ILLINOIS TOOL WKS INC Industrials 2,875.0 $778K 0.08% +556.0 +24.0% $270.47 +6.2%
136 IYE ISHARES TR 13,608.0 $770K 0.08% $56.59 +17.1%
137 SRE SEMPRA Utilities 8,216.0 $762K 0.08% +80.0 +1.0% $92.71 -7.3%
138 QQQ INVESCO QQQ TR Financial Services 1,032.0 $760K 0.07% +154.0 +17.5% $736.40 -0.9%
139 MET METLIFE INC Financial Services 8,922.0 $755K 0.07% -257.0 -2.8% $84.61 +14.3%
140 NFRA FLEXSHARES TR 11,340.0 $727K 0.07% -575.0 -4.8% $64.12 +2.8%
Page 7 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%