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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 33 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ARES ARES MANAGEMENT CORPORATION Financial Services 81.0 $9K 0.00% +27.0 +50.0% $109.10 +11.0%
642 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 90.0 $9K 0.00% $97.56 +8.5%
643 VMC VULCAN MATLS CO Basic Materials 32.0 $9K 0.00% $272.31 -2.2%
644 BALL BALL CORP Consumer Cyclical 147.0 $9K 0.00% $59.11 -6.8%
645 RB GLOBAL INC 89.0 $9K 0.00% $95.85
646 HOOD ROBINHOOD MKTS INC Financial Services 123.0 $9K 0.00% +58.0 +89.2% $69.30 +11.3%
647 GFL GFL ENVIRONMENTAL INC Industrials 204.0 $9K 0.00% +14.0 +7.4% $41.72 -10.0%
648 SOLV SOLVENTUM CORP Healthcare 130.0 $8K 0.00% $65.30 +16.6%
649 TPR TAPESTRY INC Consumer Cyclical 60.0 $8K 0.00% $141.12 -7.0%
650 ABVX ABIVAX SA Healthcare 76.0 $8K 0.00% +6.0 +8.6% $111.36 +2.1%
651 CBOE CBOE GLOBAL MKTS INC Financial Services 30.0 $8K 0.00% +9.0 +42.9% $281.07 +29.1%
652 HOMB HOME BANCSHARES INC Financial Services 311.0 $8K 0.00% $26.93 -3.1%
653 EMBJ EMBRAER S.A. Industrials 141.0 $8K 0.00% $59.34 -5.0%
654 JBL JABIL INC Technology 31.0 $8K 0.00% +6.0 +24.0% $265.65 +27.5%
655 UAL UNITED AIRLS HLDGS INC Industrials 89.0 $8K 0.00% $92.07 +0.5%
656 RALLIANT CORP 197.0 $8K 0.00% $41.59
657 VRSK VERISK ANALYTICS INC Industrials 43.0 $8K 0.00% $189.74 -9.6%
658 CNP CENTERPOINT ENERGY INC Utilities 189.0 $8K 0.00% $43.16 -3.3%
659 ALV AUTOLIV INC Consumer Cyclical 77.0 $8K 0.00% $105.16 +9.9%
660 ENSG ENSIGN GROUP INC Healthcare 40.0 $8K 0.00% $201.50 -12.3%
Page 33 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%