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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CPRT COPART INC Industrials 302.0 $10K 0.00% -200.0 -39.8% $33.20 +0.7%
142 BBAI BIGBEAR AI HLDGS INC Technology 2,100.0 $7K 0.00% -900.0 -30.0% $3.52 +9.1%
143 PLTM GRANITESHARES PLATINUM TR Financial Services 237.0 $4K 0.00% -100.0 -29.7% $18.91 -2.3%
144 SWK STANLEY BLACK & DECKER INC Industrials 56.0 $4K -125.0 -69.1% $71.05 +6.2%
145 IVZ INVESCO LTD Financial Services 158.0 $4K -405.0 -71.9% $24.29 +12.8%
146 NU NU HLDGS LTD Financial Services 230.0 $3K -286.0 -55.4% $14.37 -14.5%
147 BIO BIO RAD LABS INC Healthcare 11.0 $3K -17.0 -60.7% $278.73 +0.8%
148 CPNG COUPANG INC Consumer Cyclical 153.0 $3K -196.0 -56.2% $18.88 -16.9%
149 VST VISTRA CORP Utilities 18.0 $3K -30.0 -62.5% $150.33 -9.0%
150 PAYC PAYCOM SOFTWARE INC Technology 21.0 $3K -2K -99.0% $121.52 +14.5%
151 CE CELANESE CORP DEL Basic Materials 36.0 $2K -62.0 -63.3% $65.78 -18.7%
152 HST HOST HOTELS & RESORTS INC Real Estate 103.0 $2K -14.0 -12.0% $19.16 +14.2%
153 TTD THE TRADE DESK INC Technology 72.0 $2K -70.0 -49.3% $22.69 -1.9%
154 EPAM EPAM SYS INC Technology 8.0 $1K -1.0 -11.1% $135.38 -25.8%
155 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 5.0 $748.0 -5.0 -50.0% $149.60 +6.8%
156 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10.0 $705.0 -140.0 -93.3% $70.50 -23.1%
157 KD KYNDRYL HLDGS INC Technology 31.0 $407.0 -800.0 -96.3% $13.13 -10.8%
158 OGN ORGANON & CO Healthcare 49.0 $294.0 -65.0 -57.0% $6.00 +123.7%
159 INSP INSPIRE MED SYS INC Healthcare 2.0 $103.0 -257.0 -99.2% $51.50 -18.8%
Page 8 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%