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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XP XP INC Financial Services 1,429.0 $27K 0.00% -9.0 -0.6% $19.04 -10.1%
122 FSLR FIRST SOLAR INC Energy 133.0 $26K 0.00% -6.0 -4.3% $197.26 +13.6%
123 RCI ROGERS COMMUNICATIONS INC Communication Services 676.0 $26K 0.00% -4.0 -0.6% $38.45 -6.0%
124 ALC ALCON AG Healthcare 344.0 $26K 0.00% -40.0 -10.4% $75.35 -12.1%
125 ALGN ALIGN TECHNOLOGY INC Healthcare 151.0 $26K 0.00% -16.0 -9.6% $171.43 -10.2%
126 TEAM ATLASSIAN CORPORATION Technology 341.0 $23K 0.00% -15.0 -4.2% $68.25 +21.2%
127 APP APPLOVIN CORP Technology 57.0 $23K 0.00% -29.0 -33.7% $398.00 +17.4%
128 RACE FERRARI N V Consumer Cyclical 66.0 $22K 0.00% -16.0 -19.5% $338.45 -2.9%
129 CLX CLOROX CO DEL Consumer Defensive 200.0 $21K 0.00% -16.0 -7.4% $103.63 -10.6%
130 WEC WEC ENERGY GROUP INC Utilities 170.0 $20K 0.00% -80.0 -32.0% $115.77 -3.5%
131 TLN TALEN ENERGY CORP Utilities 54.0 $17K 0.00% -29.0 -34.9% $319.22 +6.1%
132 LUV SOUTHWEST AIRLS CO Industrials 416.0 $16K 0.00% -100.0 -19.4% $37.57 +0.5%
133 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 500.0 $15K 0.00% -500.0 -50.0% $30.12 +13.8%
134 OMC OMNICOM GROUP INC Communication Services 199.0 $15K 0.00% -126.0 -38.8% $75.31 -6.0%
135 MDB MONGODB INC Technology 58.0 $14K 0.00% -42.0 -42.0% $244.78 +34.8%
136 ALAB ASTERA LABS INC Technology 126.0 $14K 0.00% -1.0 -0.8% $109.60 +134.9%
137 SOFI SOFI TECHNOLOGIES INC Financial Services 797.0 $13K 0.00% -1K -56.9% $15.88 -4.6%
138 PPG PPG INDS INC Basic Materials 116.0 $12K 0.00% -67.0 -36.6% $106.88 -5.1%
139 F FORD MTR CO Consumer Cyclical 903.0 $10K 0.00% -1K -52.5% $11.54 +12.4%
140 HUM HUMANA INC Healthcare 60.0 $10K 0.00% -7.0 -10.4% $173.38 +80.2%
Page 7 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%