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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 37 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SWK STANLEY BLACK & DECKER INC Industrials 56.0 $5K 0.00% $94.12 +5.0%
722 ACAD ACADIA PHARMACEUTICALS INC Healthcare 200.0 $5K 0.00% $25.30 +14.8%
723 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 60.0 $5K 0.00% $84.22 -10.6%
724 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 92.0 $5K 0.00% $54.90 -18.1%
725 SMR NUSCALE PWR CORP Utilities 500.0 $5K NEW $10.03 -9.6%
726 CRBG COREBRIDGE FINL INC Financial Services 175.0 $5K $28.63 +11.1%
727 BXP BXP INC Real Estate 75.0 $5K -18.0 -19.4% $66.31 +2.2%
728 AOS SMITH A O CORP Industrials 79.0 $5K $62.72 -0.5%
729 XEL XCEL ENERGY INC Utilities 61.0 $5K $80.30 -2.0%
730 LEIDOS HOLDINGS INC 47.0 $5K $102.98
731 CAG CONAGRA BRANDS INC Consumer Defensive 348.0 $5K $13.46 +20.9%
732 TYL TYLER TECHNOLOGIES INC Technology 16.0 $5K $292.44 +19.0%
733 CLX CLOROX CO DEL Consumer Defensive 49.0 $5K -151.0 -75.5% $95.45 +11.1%
734 MTG MGIC INVT CORP WIS Financial Services 163.0 $5K $28.20 +8.9%
735 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 60.0 $5K $76.43 -7.4%
736 WSO WATSCO INC Industrials 11.0 $5K $416.73 -24.5%
737 REZI RESIDEO TECHNOLOGIES INC Industrials 147.0 $5K $31.10 -35.6%
738 BC BRUNSWICK CORP Consumer Cyclical 54.0 $5K $84.24 -3.8%
739 AYI ACUITY INC Industrials 12.0 $5K $376.67 -9.3%
740 DXCM DEXCOM INC Healthcare 67.0 $5K $67.34 +34.0%
Page 37 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 32.7%
Financial Services 21.8%
Communication Services 9.3%
Healthcare 9.3%
Consumer Cyclical 8.4%
Industrials 6.0%
Consumer Defensive 5.4%
Energy 3.7%
Real Estate 1.5%
Utilities 1.4%