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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 30 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KVUE KENVUE INC Consumer Defensive 817.0 $14K 0.00% $17.24 -0.3%
582 BLDR BUILDERS FIRSTSOURCE INC Industrials 170.0 $14K 0.00% +130.0 +325.0% $82.33 -19.4%
583 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 42.0 $14K 0.00% +33.0 +366.7% $330.88 -11.1%
584 ALAB ASTERA LABS INC Technology 126.0 $14K 0.00% -1.0 -0.8% $109.60 +122.9%
585 MKC MCCORMICK & CO INC Consumer Defensive 268.0 $14K 0.00% $50.44 -7.4%
586 SNOW SNOWFLAKE INC Technology 89.0 $13K 0.00% +43.0 +93.5% $150.82 +8.9%
587 SJM SMUCKER J M CO Consumer Defensive 135.0 $13K 0.00% +28.0 +26.2% $96.44 +7.5%
588 YELP YELP INC Communication Services 523.0 $13K 0.00% $24.74 -11.9%
589 VTR VENTAS INC Real Estate 156.0 $13K 0.00% $81.78 +7.8%
590 RWR SPDR SERIES TRUST 126.0 $13K 0.00% $100.97 +8.4%
591 FOX FOX CORP Communication Services 239.0 $13K 0.00% $53.10 +11.1%
592 SOFI SOFI TECHNOLOGIES INC Financial Services 797.0 $13K 0.00% -1K -56.9% $15.88 -1.1%
593 NATWEST GROUP PLC 848.0 $13K 0.00% +53.0 +6.7% $14.90
594 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 176.0 $13K 0.00% $71.18 -13.6%
595 DTM DT MIDSTREAM INC Energy 93.0 $13K 0.00% $134.67 +10.5%
596 UNM UNUM GROUP Financial Services 171.0 $12K 0.00% +18.0 +11.8% $73.03 +13.3%
597 VRSN VERISIGN INC Technology 50.0 $12K 0.00% $248.36 +22.9%
598 PPG PPG INDS INC Basic Materials 116.0 $12K 0.00% -67.0 -36.6% $106.88 -3.0%
599 ALB ALBEMARLE CORP Basic Materials 69.0 $12K 0.00% +28.0 +68.3% $179.54 -5.9%
600 BN BROOKFIELD CORP Financial Services 306.0 $12K 0.00% $40.47 +9.4%
Page 30 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%