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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 32 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AMG AFFILIATED MANAGERS GROUP Financial Services 39.0 $11K 0.00% +4.0 +11.4% $276.69 +6.6%
622 EWI ISHARES INC 200.0 $11K 0.00% $53.42 +7.4%
623 APOS APOLLO GLOBAL MGMT INC Financial Services 94.0 $10K 0.00% +2.0 +2.2% $111.41 -76.8%
624 F FORD MTR CO Consumer Cyclical 903.0 $10K 0.00% -1K -52.5% $11.54 +12.9%
625 HUM HUMANA INC Healthcare 60.0 $10K 0.00% -7.0 -10.4% $173.38 +76.5%
626 HEICO CORP NEW 49.0 $10K 0.00% +3.0 +6.5% $211.08
627 DINO HF SINCLAIR CORP Energy 164.0 $10K 0.00% $62.39 +12.7%
628 ZM ZOOM COMMUNICATIONS INC Technology 126.0 $10K 0.00% NEW $80.39 +23.0%
629 CPRT COPART INC Industrials 302.0 $10K 0.00% -200.0 -39.8% $33.20 +0.7%
630 ENB ENBRIDGE INC Energy 185.0 $10K 0.00% $54.14 +4.1%
631 DLTR DOLLAR TREE INC Consumer Defensive 91.0 $10K 0.00% $109.51 -16.7%
632 LULU LULULEMON ATHLETICA INC Consumer Cyclical 62.0 $9K 0.00% $153.10 -21.4%
633 ROKU ROKU INC Communication Services 99.0 $9K 0.00% +8.0 +8.8% $94.62 +31.2%
634 LOPE GRAND CANYON ED INC Consumer Defensive 55.0 $9K 0.00% $170.04 -5.3%
635 GLDM WORLD GOLD TR Financial Services 100.0 $9K 0.00% $92.69 -4.3%
636 EFX EQUIFAX INC Industrials 51.0 $9K 0.00% $180.08 -8.8%
637 FIS FIDELITY NATL INFORMATION SV Technology 193.0 $9K 0.00% $46.91 -7.6%
638 CNX CNX RES CORP Energy 233.0 $9K 0.00% $38.55 -5.2%
639 VNT VONTIER CORPORATION Technology 253.0 $9K 0.00% $35.47 -21.1%
640 SCCO SOUTHERN COPPER CORP Basic Materials 52.0 $9K 0.00% NEW $172.06 -0.1%
Page 32 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%