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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 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFG ISHARES TR 23.0 $3K NEW $111.39 +6.3%
22 DIA STATE STR SPDR DOW JONES IND Financial Services 5.0 $2K NEW $463.20 +6.4%
23 MKSI MKS INC. Technology 10.0 $2K NEW $229.80 +31.6%
24 DRS LEONARDO DRS INC Industrials 50.0 $2K NEW $44.52 -3.0%
25 EXPO EXPONENT INC Industrials 34.0 $2K NEW $65.26 -13.7%
26 IDA IDACORP INC Utilities 14.0 $2K NEW $143.00 -0.6%
27 SEIC SEI INVTS CO Financial Services 16.0 $1K NEW $78.50 +15.4%
28 LYG LLOYDS BANKING GROUP PLC Financial Services 219.0 $1K NEW $5.03 +4.0%
29 IX ORIX CORP Financial Services 35.0 $1K NEW $30.00 +27.4%
30 SLF SUN LIFE FINANCIAL INC. Financial Services 16.0 $1K NEW $62.56 +14.6%
31 BBWI BATH & BODY WORKS INC Consumer Cyclical 51.0 $952.0 NEW $18.67 -14.1%
32 PHG KONINKLIJKE PHILIPS N V Healthcare 22.0 $603.0 NEW $27.41 -3.9%
33 UGI UGI CORP NEW Utilities 13.0 $473.0 NEW $36.38 -3.2%
34 USFD US FOODS HLDG CORP Consumer Defensive 5.0 $461.0 NEW $92.20 -11.9%
35 BURL BURLINGTON STORES INC Consumer Cyclical 1.0 $325.0 NEW $325.00 -9.1%
36 CELH CELSIUS HLDGS INC Consumer Defensive 9.0 $319.0 NEW $35.44 -17.7%
37 CORPAY INC 1.0 $291.0 NEW $291.00
38 ORI OLD REP INTL CORP Financial Services 7.0 $279.0 NEW $39.86 -0.7%
39 FTAI AVIATION LTD 1.0 $245.0 NEW $245.00
40 DDOG DATADOG INC Technology 2.0 $236.0 NEW $118.00 +84.1%
Page 2 of 3  ·  43 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%