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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $889M AUM 975 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 856 New
Page 19 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SHW SHERWIN WILLIAMS CO Basic Materials 253.0 $82K 0.01% NEW $324.03 -6.1%
362 XLY SELECT SECTOR SPDR TR 686.0 $82K 0.01% NEW $119.41 -1.4%
363 SDY SPDR SERIES TRUST 582.0 $81K 0.01% NEW $139.16 +6.2%
364 NOC NORTHROP GRUMMAN CORP Industrials 137.0 $78K 0.01% NEW $570.21 -2.7%
365 SCZ ISHARES TR 1,005.0 $78K 0.01% NEW $77.53 +9.0%
366 RIO RIO TINTO PLC Basic Materials 973.0 $78K 0.01% NEW $80.03 +30.2%
367 ONON ON HLDG AG Consumer Cyclical 1,672.0 $78K 0.01% NEW $46.48 -18.0%
368 CAH CARDINAL HEALTH INC Healthcare 373.0 $77K 0.01% NEW $205.50 -2.9%
369 B BARRICK MNG CORP Basic Materials 1,760.0 $77K 0.01% NEW $43.55 -6.2%
370 AFL AFLAC INC Financial Services 695.0 $77K 0.01% NEW $110.27 +6.6%
371 CTVA CORTEVA INC Basic Materials 1,136.0 $76K 0.01% NEW $67.03 +17.5%
372 CMS CMS ENERGY CORP Utilities 1,072.0 $75K 0.01% NEW $69.93 +5.1%
373 ITUB ITAU UNIBANCO HLDG SA Financial Services 10,264.0 $73K 0.01% NEW $7.16 +11.1%
374 AVY AVERY DENNISON CORP Industrials 404.0 $73K 0.01% NEW $181.88 -13.2%
375 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 885.0 $73K 0.01% NEW $83.00 -38.3%
376 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,268.0 $73K 0.01% NEW $57.49 +35.4%
377 NTRS NORTHERN TR CORP Financial Services 533.0 $73K 0.01% NEW $136.59 +21.0%
378 ICLR ICON PLC Healthcare 398.0 $73K 0.01% NEW $182.22 -37.0%
379 EA ELECTRONIC ARTS INC Communication Services 353.0 $72K 0.01% NEW $204.33 -1.4%
380 SPG SIMON PPTY GROUP INC NEW Real Estate 385.0 $71K 0.01% NEW $185.11 +9.4%
Page 19 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 32.0%
Financial Services 22.3%
Healthcare 9.8%
Communication Services 8.9%
Consumer Cyclical 8.9%
Industrials 5.7%
Consumer Defensive 5.2%
Energy 3.6%
Real Estate 1.8%
Utilities 1.4%