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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 2 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 22,054.0 $3.2M 0.37% -5K -19.0% $147.11 +24.5%
22 IWR ISHARES TR 27,910.0 $2.7M 0.31% -1K -4.5% $97.23 +6.3%
23 MU MICRON TECHNOLOGY INC Technology 7,481.0 $2.5M 0.29% -108.0 -1.4% $337.84 +111.6%
24 VOE VANGUARD INDEX FDS 12,675.0 $2.3M 0.26% -4K -22.1% $184.28 +4.0%
25 IWM ISHARES TR 8,948.0 $2.2M 0.25% -187.0 -2.0% $248.00 +10.5%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 8,932.0 $2.2M 0.24% -109.0 -1.2% $242.39 -8.2%
27 ABT ABBOTT LABORATORIES Healthcare 20,495.0 $2.1M 0.24% -6K -23.5% $102.67 -13.7%
28 NEE NEXTERA ENERGY INC Utilities 17,858.0 $1.7M 0.19% -418.0 -2.3% $92.88 -3.0%
29 RTX RTX CORPORATION Industrials 7,449.0 $1.4M 0.16% -2K -23.1% $192.90 -8.5%
30 ISRG INTUITIVE SURGICAL INC Healthcare 2,846.0 $1.3M 0.15% -90.0 -3.1% $460.99 -4.7%
31 SBUX STARBUCKS CORP Consumer Cyclical 14,206.0 $1.3M 0.14% -161.0 -1.1% $89.59 +20.0%
32 TJX TJX COS INC NEW Consumer Cyclical 7,782.0 $1.2M 0.14% -125.0 -1.6% $159.70 -4.6%
33 CAT CATERPILLAR INC Industrials 1,708.0 $1.2M 0.14% -68.0 -3.8% $708.46 +22.0%
34 CME CME GROUP INC Financial Services 4,054.0 $1.2M 0.14% -206.0 -4.8% $295.35 +3.9%
35 KO COCA COLA CO Consumer Defensive 14,550.0 $1.1M 0.12% -433.0 -2.9% $76.05 +8.2%
36 KLAC KLA CORP Technology 716.0 $1.1M 0.12% -14.0 -1.9% $1472.41 +19.0%
37 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,952.0 $998K 0.11% -242.0 -7.6% $337.95 +17.4%
38 GE GE AEROSPACE Industrials 3,501.0 $993K 0.11% -130.0 -3.6% $283.77 +1.0%
39 UNH UNITEDHEALTH GROUP INC Healthcare 3,617.0 $979K 0.11% -106.0 -2.9% $270.59 +45.0%
40 CB CHUBB LTD SWITZ Financial Services 2,957.0 $964K 0.11% -864.0 -22.6% $325.93 +1.6%
Page 2 of 8  ·  159 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%