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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $1.0B AUM 1,039 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 75 New 178 Added 215 Reduced 45 Exited
Page 23 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MFG MIZUHO FINANCIAL GROUP INC Financial Services 5,088.0 $49K 0.01% NEW $9.58 +7.3%
442 LITE LUMENTUM HLDGS INC Technology 56.0 $48K 0.01% +11.0 +24.4% $858.05 +1.0%
443 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,062.0 $48K 0.01% $45.11 +18.5%
444 DVYA ISHARES INC 1,000.0 $47K 0.01% $47.29 +10.9%
445 FNF FIDELITY NATL FINL INC Financial Services 1,000.0 $47K 0.01% $47.16 +0.3%
446 VBK VANGUARD INDEX FDS 126.0 $46K 0.01% $365.70 -1.9%
447 KKR KKR & CO INC 498.0 $46K 0.01% $91.78
448 GFF GRIFFON CORP Industrials 467.0 $46K 0.01% $97.53 +3.1%
449 BKR BAKER HUGHES COMPANY Energy 814.0 $45K 0.00% $55.50 +12.3%
450 LUV SOUTHWEST AIRLS CO Industrials 871.0 $45K 0.00% +455.0 +109.4% $51.42 -21.5%
451 ENTERGY CORP NEW 388.0 $45K 0.00% -2.0 -0.5% $114.86
452 BHF BRIGHTHOUSE FINL INC Financial Services 697.0 $44K 0.00% $63.30 -17.4%
453 EMXC ISHARES INC 430.0 $44K 0.00% $102.30 -4.4%
454 VFH VANGUARD WORLD FD 332.0 $44K 0.00% $131.60 +6.9%
455 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,278.0 $43K 0.00% $34.00 +8.5%
456 XME SPDR SERIES TRUST 400.0 $43K 0.00% NEW $106.93 +11.6%
457 PKW INVESCO EXCHANGE TRADED FD T 300.0 $42K 0.00% $141.66 +6.6%
458 STT STATE STR CORP Financial Services 249.0 $42K 0.00% $169.60 +10.3%
459 EZU ISHARES INC 601.0 $42K 0.00% $69.50 +2.9%
460 HWC HANCOCK WHITNEY CORPORATION Financial Services 559.0 $42K 0.00% $74.72 +0.9%
Page 23 of 45  ·  886 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 33.5%
Financial Services 22.4%
Healthcare 9.5%
Consumer Cyclical 8.6%
Communication Services 6.9%
Industrials 6.2%
Consumer Defensive 5.6%
Energy 3.8%
Utilities 1.5%
Real Estate 1.5%