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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 9 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EBAY EBAY INC. Consumer Cyclical 4,927.0 $551K 0.06% +1K +41.9% $111.75 -9.7%
162 DHR DANAHER CORP DEL Healthcare 2,841.0 $541K 0.05% $190.48 +6.4%
163 QDEF FLEXSHARES TR 6,153.0 $535K 0.05% -1K -16.5% $87.02 +4.5%
164 SPSM SPDR SERIES TRUST 9,192.0 $530K 0.05% $57.67 +1.0%
165 YUM YUM BRANDS INC Consumer Cyclical 3,302.0 $528K 0.05% -125.0 -3.6% $159.86 -9.2%
166 CEG CONSTELLATION ENERGY CORP Utilities 2,101.0 $522K 0.05% +293.0 +16.2% $248.37 +12.0%
167 IWS ISHARES TR 3,141.0 $517K 0.05% $164.60 +4.5%
168 PWR QUANTA SVCS INC Industrials 713.0 $513K 0.05% $720.04 +0.3%
169 VGT VANGUARD WORLD FD 4,200.0 $502K 0.05% +4K +586.3% $119.52 +2.5%
170 GD GENERAL DYNAMICS CORP Industrials 1,406.0 $498K 0.05% +527.0 +60.0% $354.24 +10.4%
171 BLK BLACKROCK INC Financial Services 513.0 $493K 0.05% -52.0 -9.2% $961.56 +19.3%
172 MRVL MARVELL TECHNOLOGY INC Technology 1,651.0 $492K 0.05% $297.89 -21.3%
173 NVO NOVO-NORDISK A S Healthcare 10,207.0 $489K 0.05% -353.0 -3.3% $47.94 -6.4%
174 IJT ISHARES TR 2,691.0 $481K 0.05% $178.60 -0.2%
175 EXPD EXPEDITORS INTL WASH INC Industrials 2,941.0 $479K 0.05% -183.0 -5.9% $162.98 +15.5%
176 MDLZ MONDELEZ INTL INC Consumer Defensive 8,190.0 $474K 0.05% -955.0 -10.4% $57.84 +7.5%
177 SLB SLB LIMITED Energy 9,944.0 $462K 0.05% -5K -31.4% $46.49 +15.9%
178 WY WEYERHAEUSER CO Real Estate 19,307.0 $462K 0.05% +2K +11.0% $23.94 +0.6%
179 SU SUNCOR ENERGY INC NEW Energy 8,186.0 $439K 0.04% NEW $53.68 +24.2%
180 APH AMPHENOL CORP Technology 2,488.0 $439K 0.04% $176.32 -3.1%
Page 9 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%