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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 3 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBR VANGUARD INDEX FDS 8,845.0 $1.9M 0.22% +143.0 +1.6% $217.25 +4.5%
42 HON HONEYWELL INTL INC Industrials 8,483.0 $1.9M 0.22% +935.0 +12.4% $226.03 -3.6%
43 BA BOEING CO Industrials 8,990.0 $1.8M 0.20% +2K +27.3% $199.03 +10.1%
44 TXN TEXAS INSTRS INC Technology 8,428.0 $1.6M 0.18% +268.0 +3.3% $194.14 +55.7%
45 REGN REGENERON PHARMACEUTICALS Healthcare 2,015.0 $1.6M 0.18% +362.0 +21.9% $772.64 -17.9%
46 DE DEERE & CO Industrials 2,517.0 $1.4M 0.16% +188.0 +8.1% $563.30 -0.5%
47 UNP UNION PAC CORP Industrials 4,911.0 $1.2M 0.14% +337.0 +7.4% $242.62 +13.3%
48 CRM SALESFORCE INC Technology 6,364.0 $1.2M 0.13% +471.0 +8.0% $186.67 -3.6%
49 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,647.0 $1.2M 0.13% +563.0 +27.0% $446.54 -1.1%
50 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,902.0 $1.1M 0.13% +314.0 +1.7% $60.65 -4.4%
51 UBER UBER TECHNOLOGIES INC Technology 15,909.0 $1.1M 0.13% +908.0 +6.0% $71.93 +3.0%
52 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 15,781.0 $1.1M 0.13% +3K +22.1% $72.46 +19.8%
53 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,594.0 $1.1M 0.12% +771.0 +27.3% $292.75 +38.0%
54 DAL DELTA AIR LINES INC Industrials 15,250.0 $1.0M 0.12% +1K +8.9% $66.48 +3.2%
55 MCD MCDONALDS CORP Consumer Cyclical 3,194.0 $993K 0.11% +193.0 +6.4% $310.79 -8.9%
56 PNC PNC FINL SVCS GROUP INC Financial Services 4,743.0 $987K 0.11% +130.0 +2.8% $208.09 +3.2%
57 LH LABCORP HOLDINGS INC Healthcare 3,672.0 $980K 0.11% +223.0 +6.5% $266.81 -5.4%
58 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,881.0 $925K 0.10% +98.0 +5.5% $491.53 -8.5%
59 FDX FEDEX CORP Industrials 2,561.0 $912K 0.10% +268.0 +11.7% $356.18 +5.1%
60 AMRIZE LTD 16,218.0 $909K 0.10% +2K +11.1% $56.02
Page 3 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%