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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 10 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DUK DUKE ENERGY CORP NEW Utilities 3,342.0 $438K 0.05% $130.94 -6.2%
182 VGT VANGUARD WORLD FD 612.0 $427K 0.05% $697.72 -84.0%
183 WY WEYERHAEUSER CO Real Estate 17,391.0 $425K 0.05% +3K +20.5% $24.43 -6.4%
184 NKE NIKE INC Consumer Cyclical 7,844.0 $414K 0.05% +1K +16.5% $52.82 -19.4%
185 SPGI S&P GLOBAL INC Financial Services 970.0 $413K 0.05% -87.0 -8.2% $425.34 -1.9%
186 MRSH MARSH & MCLENNAN COS INC Financial Services 2,367.0 $411K 0.05% +1K +109.1% $173.45 -4.3%
187 MCK MCKESSON CORP Healthcare 470.0 $407K 0.05% +4.0 +0.9% $865.36 -10.3%
188 HCA HCA HEALTHCARE INC Healthcare 858.0 $406K 0.05% $473.24 -10.7%
189 CSGP COSTAR GROUP INC Real Estate 9,994.0 $403K 0.05% +4K +69.9% $40.34 -17.7%
190 JCI JOHNSON CONTROLS INTERNATION Industrials 3,076.0 $403K 0.05% $130.95 +4.9%
191 INTU INTUIT Technology 918.0 $397K 0.04% -447.0 -32.8% $432.38 -6.8%
192 PWR QUANTA SVCS INC Industrials 713.0 $391K 0.04% +20.0 +2.9% $549.02 +31.7%
193 IJT ISHARES TR 2,691.0 $389K 0.04% +39.0 +1.5% $144.71 +8.8%
194 NVO NOVO-NORDISK A S Healthcare 10,560.0 $388K 0.04% +3K +33.0% $36.75 +20.5%
195 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,018.0 $388K 0.04% $96.47 +0.1%
196 AON AON PLC Financial Services 1,166.0 $376K 0.04% -192.0 -14.1% $322.78 +0.3%
197 LEN LENNAR CORP Consumer Cyclical 4,300.0 $373K 0.04% $86.84 -3.5%
198 USMV ISHARES TR 4,000.0 $371K 0.04% $92.74 +3.3%
199 AMP AMERIPRISE FINL INC Financial Services 826.0 $367K 0.04% -18.0 -2.1% $444.40 +4.4%
200 PGR PROGRESSIVE CORP Financial Services 1,822.0 $361K 0.04% $198.24 +2.9%
Page 10 of 43  ·  856 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%