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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $884M 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 2 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EEM ISHARES TR 111,416.0 $6.3M 0.71% +5K +4.8% $56.79 +13.2%
22 AGG ISHARES TR 63,453.0 $6.3M 0.71% +2K +4.1% $99.27 -1.7%
23 META META PLATFORMS INC Communication Services 10,948.0 $6.3M 0.71% +1K +13.0% $572.13 +6.8%
24 AVEM AMERICAN CENTY ETF TR 77,182.0 $6.2M 0.70% +7K +10.6% $80.58 +12.3%
25 VB VANGUARD INDEX FDS 23,665.0 $6.2M 0.70% +259.0 +1.1% $261.92 +6.5%
26 V VISA INC Financial Services 16,492.0 $5.0M 0.56% +427.0 +2.7% $302.24 +10.1%
27 AVDE AMERICAN CENTY ETF TR 55,028.0 $4.7M 0.53% +3K +5.7% $84.84 +5.1%
28 TSLA TESLA INC Consumer Cyclical 11,445.0 $4.3M 0.48% +2K +25.3% $371.75 +10.3%
29 ABBV ABBVIE INC Healthcare 15,424.0 $3.4M 0.38% +515.0 +3.5% $217.49 -1.7%
30 JNJ JOHNSON & JOHNSON Healthcare 13,671.0 $3.3M 0.38% +220.0 +1.6% $244.44 -6.3%
31 MUB ISHARES TR 30,144.0 $3.2M 0.36% +2K +6.0% $106.15 -0.5%
32 HD HOME DEPOT INC Consumer Cyclical 9,345.0 $3.1M 0.35% +510.0 +5.8% $328.89 -8.8%
33 AMAT APPLIED MATLS INC Technology 8,664.0 $3.0M 0.34% +167.0 +2.0% $341.79 +19.1%
34 NFLX NETFLIX INC. Communication Services 29,908.0 $2.9M 0.33% +4K +17.2% $96.15 -6.8%
35 WMT WALMART INC Consumer Defensive 21,819.0 $2.7M 0.31% +532.0 +2.5% $124.28 +7.3%
36 DIS DISNEY WALT CO Communication Services 26,351.0 $2.5M 0.29% +2K +8.1% $96.38 +7.9%
37 SHOP SHOPIFY INC Technology 21,398.0 $2.5M 0.29% +248.0 +1.2% $118.62 -13.7%
38 BERKSHIRE HATHAWAY INC DEL 5,129.0 $2.5M 0.28% +304.0 +6.3% $479.20
39 AXP AMERICAN EXPRESS CO Financial Services 6,972.0 $2.1M 0.24% +893.0 +14.7% $302.48 +2.3%
40 PEP PEPSICO INC Consumer Defensive 12,401.0 $1.9M 0.22% +1K +10.7% $155.29 -4.0%
Page 2 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%