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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 20 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 B BARRICK MNG CORP Basic Materials 1,772.0 $72K 0.01% +12.0 +0.7% $40.79 -3.2%
382 EA ELECTRONIC ARTS INC Communication Services 353.0 $72K 0.01% $203.87 -1.4%
383 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 1,016.0 $70K 0.01% +16.0 +1.6% $69.37 +18.1%
384 CF CF INDUSTRIES HOLD Basic Materials 542.0 $70K 0.01% $129.84 -1.5%
385 AVY AVERY DENNISON CORP Industrials 404.0 $70K 0.01% $172.68 -10.7%
386 OTIS OTIS WORLDWIDE CORP Industrials 903.0 $70K 0.01% -55.0 -5.7% $77.08 -7.7%
387 DVN DEVON ENERGY CORP NEW Energy 1,372.0 $69K 0.01% +31.0 +2.3% $50.32 -1.3%
388 WDC WESTERN DIGITAL CORP Technology 252.0 $68K 0.01% -3.0 -1.2% $270.49 +69.6%
389 LFUS LITTELFUSE INC Technology 200.0 $68K 0.01% $339.35 +28.5%
390 PPL PPL CORP Utilities 1,763.0 $67K 0.01% $38.20 -8.6%
391 WBD WARNER BROS DISCOVERY INC Communication Services 2,441.0 $67K 0.01% +100.0 +4.3% $27.46 -1.7%
392 CFG CITIZENS FINL GROUP INC Financial Services 1,107.0 $66K 0.01% $59.97 +2.3%
393 SYK STRYKER CORPORATION Healthcare 197.0 $65K 0.01% $328.59 -4.7%
394 FAST FASTENAL CO Industrials 1,388.0 $64K 0.01% $46.40 -5.2%
395 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,635.0 $63K 0.01% -875.0 -34.9% $38.42 +13.2%
396 EMB ISHARES TR 667.0 $63K 0.01% $93.93 +0.3%
397 BHP BHP BILLITON LIMITED Basic Materials 857.0 $62K 0.01% $72.74 +12.6%
398 IT GARTNER INC Technology 391.0 $62K 0.01% -64.0 -14.1% $158.34 -1.8%
399 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 806.0 $61K 0.01% NEW $76.16 +7.8%
400 ROST ROSS STORES INC Consumer Cyclical 280.0 $61K 0.01% +17.0 +6.5% $216.63 -2.6%
Page 20 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%