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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $884.4B AUM 1,007 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 232 Added 159 Reduced 43 Exited
Page 12 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CNQ CANADIAN NAT RES LTD MED TER Energy 87.0 $4K +19.0 +27.9% $48.74 +0.7%
222 UBS UBS GROUP AG Financial Services 108.0 $4K +16.0 +17.4% $39.07 +17.6%
223 DXCM DEXCOM INC Healthcare 67.0 $4K +8.0 +13.6% $62.81 +6.1%
224 GEN GEN DIGITAL INC Technology 205.0 $4K +74.0 +56.5% $18.83 +29.4%
225 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 28.0 $4K +18.0 +180.0% $125.46 +8.3%
226 MTCH MATCH GROUP INC NEW Communication Services 110.0 $3K +11.0 +11.1% $30.71 +15.8%
227 CRL CHARLES RIV LABS INTL INC Healthcare 17.0 $3K +16.0 +1600.0% $172.53 -11.6%
228 RGEN REPLIGEN CORP Healthcare 21.0 $2K +3.0 +16.7% $117.81 -8.4%
229 HIW HIGHWOODS PPTYS INC Real Estate 97.0 $2K +41.0 +73.2% $21.41 +18.8%
230 BWA BORGWARNER INC Consumer Cyclical 23.0 $1K +10.0 +76.9% $54.26 +12.6%
231 PHIN PHINIA INC Consumer Cyclical 7.0 $479.0 +5.0 +250.0% $68.43 +5.9%
232 LGIH LGI HOMES INC Consumer Cyclical 2.0 $79.0 +1.0 +100.0% $39.50 +2.8%
Page 12 of 12  ·  232 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 29.2%
Financial Services 22.4%
Healthcare 9.5%
Communication Services 9.0%
Consumer Cyclical 8.6%
Industrials 6.3%
Consumer Defensive 6.1%
Energy 5.2%
Real Estate 1.6%
Utilities 1.5%