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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 5 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXPD EXPEDITORS INTL WASH INC Industrials 3,124.0 $447K 0.05% +786.0 +33.6% $143.23 +9.5%
82 WY WEYERHAEUSER CO Real Estate 17,391.0 $425K 0.05% +3K +20.5% $24.43 -6.4%
83 NKE NIKE INC Consumer Cyclical 7,844.0 $414K 0.05% +1K +16.5% $52.82 -19.4%
84 MRSH MARSH & MCLENNAN COS INC Financial Services 2,367.0 $411K 0.05% +1K +109.1% $173.45 -4.3%
85 MCK MCKESSON CORP Healthcare 470.0 $407K 0.05% +4.0 +0.9% $865.36 -10.3%
86 CSGP COSTAR GROUP INC Real Estate 9,994.0 $403K 0.05% +4K +69.9% $40.34 -17.7%
87 PWR QUANTA SVCS INC Industrials 713.0 $391K 0.04% +20.0 +2.9% $549.02 +31.7%
88 IJT ISHARES TR 2,691.0 $389K 0.04% +39.0 +1.5% $144.71 +8.8%
89 NVO NOVO-NORDISK A S Healthcare 10,560.0 $388K 0.04% +3K +33.0% $36.75 +20.5%
90 AMT AMERICAN TOWER CORP Real Estate 2,062.0 $356K 0.04% +16.0 +0.8% $172.58 +6.0%
91 WFC WELLS FARGO & CO Financial Services 4,217.0 $336K 0.04% +49.0 +1.2% $79.61 -6.6%
92 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 839.0 $329K 0.04% +6.0 +0.7% $391.76 +89.1%
93 GSK GSK PLC Healthcare 5,644.0 $311K 0.04% +44.0 +0.8% $55.19 -8.9%
94 GD GENERAL DYNAMICS CORP Industrials 879.0 $302K 0.03% +417.0 +90.3% $343.22 -0.0%
95 C CITIGROUP INC Financial Services 2,641.0 $300K 0.03% +30.0 +1.1% $113.41 +5.8%
96 AIG AMERICAN INTL GROUP INC Financial Services 3,848.0 $290K 0.03% +31.0 +0.8% $75.25 +3.0%
97 ILMN ILLUMINA INC Healthcare 2,235.0 $275K 0.03% +479.0 +27.3% $123.26 +14.8%
98 BK BANK NEW YORK MELLON CORP Financial Services 2,283.0 $271K 0.03% +41.0 +1.8% $118.63 +14.9%
99 COF CAPITAL ONE FINL CORP Financial Services 1,403.0 $256K 0.03% +7.0 +0.5% $182.43 +2.6%
100 PYPL PAYPAL HLDGS INC Financial Services 5,619.0 $254K 0.03% +719.0 +14.7% $45.23 -1.9%
Page 5 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%