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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 19 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IYLD ISHARES TR 3,942.0 $86K 0.01% $21.73 +1.3%
362 BP BP PLC Energy 1,819.0 $85K 0.01% +21.0 +1.2% $47.00 -1.8%
363 CHKP CHECK POINT SOFTWARE TECH LT Technology 596.0 $85K 0.01% +102.0 +20.6% $142.85 -11.8%
364 SDY SPDR SERIES TRUST 582.0 $85K 0.01% $145.94 +1.2%
365 CMS CMS ENERGY CORP Utilities 1,072.0 $83K 0.01% $77.58 -7.0%
366 SHW SHERWIN WILLIAMS CO Basic Materials 255.0 $82K 0.01% +2.0 +0.8% $320.55 -5.5%
367 EW EDWARDS LIFESCIENCES CORP Healthcare 1,009.0 $81K 0.01% $80.08 +2.9%
368 PANW PALO ALTO NETWORKS INC Technology 494.0 $79K 0.01% +33.0 +7.2% $160.32 +54.4%
369 CAH CARDINAL HEALTH INC Healthcare 373.0 $79K 0.01% $211.31 -5.2%
370 IYY ISHARES TR 497.0 $79K 0.01% $158.45 +12.3%
371 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 971.0 $79K 0.01% $80.94 +2.1%
372 XLY SELECT SECTOR SPDR TR 686.0 $75K 0.01% $108.98 +5.6%
373 NTRS NORTHERN TR CORP Financial Services 533.0 $74K 0.01% $139.57 +18.4%
374 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 6,573.0 $74K 0.01% $11.27 +13.9%
375 SONY SONY GROUP CORP Technology 3,572.0 $74K 0.01% -2K -40.7% $20.70 +9.7%
376 WBS WEBSTER FINL CORP Financial Services 1,065.0 $74K 0.01% +60.0 +6.0% $69.42 +3.3%
377 ICLR ICON PLC Healthcare 666.0 $74K 0.01% +268.0 +67.3% $110.66 +2.8%
378 XLU SELECT SECTOR SPDR TR 1,600.0 $73K 0.01% $45.89 -3.4%
379 SPG SIMON PPTY GROUP INC NEW Real Estate 393.0 $73K 0.01% +8.0 +2.1% $186.53 +7.4%
380 AFL AFLAC INC Financial Services 661.0 $73K 0.01% -34.0 -4.9% $109.71 +7.9%
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 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%