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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 38 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 HRB BLOCK H & R INC Consumer Cyclical 113.0 $4K $31.74 +21.9%
742 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 92.0 $4K $38.97 -13.5%
743 LNC LINCOLN NATL CORP IND Financial Services 99.0 $4K $35.51 -2.3%
744 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 28.0 $4K +18.0 +180.0% $125.46 +8.1%
745 TDG TRANSDIGM GROUP INC Industrials 3.0 $3K $1159.00 +2.0%
746 TME TENCENT MUSIC ENTMT GROUP Communication Services 367.0 $3K $9.28 -2.4%
747 MTCH MATCH GROUP INC NEW Communication Services 110.0 $3K +11.0 +11.1% $30.71 +16.8%
748 AYI ACUITY INC Industrials 12.0 $3K $280.25 -2.9%
749 EMN EASTMAN CHEM CO Basic Materials 44.0 $3K $76.32 -7.0%
750 NU NU HLDGS LTD Financial Services 230.0 $3K -286.0 -55.4% $14.37 -14.5%
751 DASH DOORDASH INC Communication Services 22.0 $3K NEW $150.14 +8.3%
752 FRT FEDERAL RLTY INVT TR NEW Real Estate 31.0 $3K $106.23 +8.2%
753 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 176.0 $3K $18.70 -18.4%
754 MPWR MONOLITHIC PWR SYS INC Technology 3.0 $3K $1093.33 +35.9%
755 AWK AMERICAN WTR WKS CO INC NEW Utilities 24.0 $3K $136.08 -8.8%
756 VYMI VANGUARD WHITEHALL FDS 34.0 $3K NEW $94.24 +4.7%
757 BIO BIO RAD LABS INC Healthcare 11.0 $3K -17.0 -60.7% $278.73 +0.8%
758 GDDY GODADDY INC Technology 36.0 $3K $82.67 +10.6%
759 CRL CHARLES RIV LABS INTL INC Healthcare 17.0 $3K +16.0 +1600.0% $172.53 -13.1%
760 CPNG COUPANG INC Consumer Cyclical 153.0 $3K -196.0 -56.2% $18.88 -16.9%
Page 38 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%