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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 12 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASML ASML HLDG NV Technology 209.0 $276K 0.03% $1320.83 +10.5%
222 ILMN ILLUMINA INC Healthcare 2,235.0 $275K 0.03% +479.0 +27.3% $123.26 +14.8%
223 IVE ISHARES TR 1,290.0 $272K 0.03% $211.15 +6.3%
224 WMB WILLIAMS COS INC Energy 3,738.0 $272K 0.03% -25.0 -0.7% $72.78 +6.7%
225 BK BANK NEW YORK MELLON CORP Financial Services 2,283.0 $271K 0.03% +41.0 +1.8% $118.63 +14.9%
226 IGSB ISHARES TR 5,137.0 $270K 0.03% $52.56 -0.7%
227 BKNG BOOKING HOLDINGS INC Consumer Cyclical 63.0 $265K 0.03% -1.0 -1.6% $4210.32 -96.3%
228 VSNT VERSANT MEDIA GROUP INC Industrials 7,058.0 $261K 0.03% NEW $37.02 +14.2%
229 COF CAPITAL ONE FINL CORP Financial Services 1,403.0 $256K 0.03% +7.0 +0.5% $182.43 +2.6%
230 MMM 3M CO Industrials 1,759.0 $255K 0.03% $145.23 +5.0%
231 PYPL PAYPAL HLDGS INC Financial Services 5,619.0 $254K 0.03% +719.0 +14.7% $45.23 -1.9%
232 SCHW SCHWAB CHARLES CORP Financial Services 2,685.0 $252K 0.03% $93.98 -1.7%
233 AEP AMERICAN ELEC PWR CO INC Utilities 1,921.0 $252K 0.03% -117.0 -5.7% $131.08 -1.6%
234 SNPS SYNOPSYS INC Technology 626.0 $248K 0.03% -193.0 -23.6% $396.48 +25.7%
235 CDNS CADENCE DESIGN SYSTEM INC Technology 881.0 $245K 0.03% $277.87 +21.7%
236 SNY SANOFI SA Healthcare 5,030.0 $242K 0.03% -140.0 -2.7% $48.18 -9.6%
237 SHE SPDR SERIES TRUST 1,886.0 $241K 0.03% $127.81 +15.9%
238 RDDT REDDIT INC Communication Services 1,783.0 $240K 0.03% $134.65 +18.2%
239 PSX PHILLIPS 66 Energy 1,317.0 $240K 0.03% -80.0 -5.7% $182.18 -1.3%
240 BLOCK INC 3,923.0 $236K 0.03% +928.0 +31.0% $60.18
Page 12 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%