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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 17 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 381.0 $111K 0.01% -36.0 -8.6% $290.49 +0.4%
322 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 7,266.0 $109K 0.01% -67.0 -0.9% $15.05 -11.3%
323 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2,951.0 $109K 0.01% $37.01 +0.2%
324 GM GENERAL MTRS CO Consumer Cyclical 1,460.0 $109K 0.01% +70.0 +5.0% $74.50 -1.9%
325 SAP SAP SE Technology 626.0 $107K 0.01% +13.0 +2.1% $171.21 +2.0%
326 FICO FAIR ISAAC CORP Technology 100.0 $107K 0.01% $1067.54 +10.7%
327 ICICI BANK LIMITED 4,119.0 $107K 0.01% $25.90
328 HIG HARTFORD INSURANCE GROUP INC Financial Services 787.0 $106K 0.01% +10.0 +1.3% $135.23 +1.0%
329 D DOMINION ENERGY INC Utilities 1,716.0 $106K 0.01% +17.0 +1.0% $61.82 +9.3%
330 ROL ROLLINS INC Consumer Cyclical 1,941.0 $104K 0.01% +2K +705.4% $53.41 +2.2%
331 NXPI NXP SEMICONDUCTORS N V Technology 521.0 $103K 0.01% $196.86 +48.2%
332 EQNR EQUINOR ASA Energy 2,428.0 $102K 0.01% $42.20 -6.0%
333 XLV SELECT SECTOR SPDR TR 688.0 $101K 0.01% $146.61 +0.5%
334 O REALTY INCOME CORP Real Estate 1,648.0 $101K 0.01% +25.0 +1.5% $61.18 +0.9%
335 CARR CARRIER GLOBAL CORPORATION Industrials 1,788.0 $101K 0.01% $56.31 +9.1%
336 NYT NEW YORK TIMES CO MTN BE Communication Services 1,200.0 $100K 0.01% +600.0 +100.0% $83.73 -8.4%
337 VOYA VOYA FINANCIAL INC Financial Services 1,465.0 $100K 0.01% -200.0 -12.0% $68.32 +19.1%
338 SHY ISHARES TR 1,200.0 $99K 0.01% $82.57 -0.6%
339 CRWD CROWDSTRIKE HLDGS INC Technology 250.0 $98K 0.01% +18.0 +7.8% $390.41 +58.5%
340 CVNA CARVANA CO Consumer Cyclical 309.0 $97K 0.01% $314.38 -79.0%
Page 17 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%