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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 40 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DRS LEONARDO DRS INC Industrials 50.0 $2K NEW $44.52 -3.8%
782 EXPO EXPONENT INC Industrials 34.0 $2K NEW $65.26 -12.1%
783 ESS ESSEX PPTY TR INC Real Estate 9.0 $2K $242.00 +12.5%
784 ALRM ALARM COM HLDGS INC Technology 50.0 $2K $43.20 +0.6%
785 JBHT HUNT J B TRANS SVCS INC Industrials 10.0 $2K $211.90 +23.4%
786 HIW HIGHWOODS PPTYS INC Real Estate 97.0 $2K +41.0 +73.2% $21.41 +20.1%
787 IQVIA HLDGS INC 12.0 $2K $170.50
788 PNR PENTAIR PLC Industrials 23.0 $2K $87.13 -15.7%
789 IDA IDACORP INC Utilities 14.0 $2K NEW $143.00 -1.6%
790 NWS NEWS CORP NEW Communication Services 70.0 $2K $28.51 +6.0%
791 HST HOST HOTELS & RESORTS INC Real Estate 103.0 $2K -14.0 -12.0% $19.16 +14.2%
792 PSKY PARAMOUNT SKYDANCE CORP Communication Services 208.0 $2K $9.02 +8.9%
793 UFPI UFP INDUSTRIES INC Basic Materials 20.0 $2K $92.10 -11.9%
794 EXR EXTRA SPACE STORAGE INC Real Estate 14.0 $2K $131.14 +6.2%
795 FOXA FOX CORP Communication Services 31.0 $2K $58.39 +12.8%
796 TTD THE TRADE DESK INC Technology 72.0 $2K -70.0 -49.3% $22.69 -1.9%
797 ULTA ULTA BEAUTY INC Consumer Cyclical 3.0 $2K $522.67 -8.2%
798 FG F&G ANNUITIES & LIFE INC Financial Services 60.0 $2K $25.32 +10.8%
799 CPT CAMDEN PPTY TR Real Estate 15.0 $1K $97.67 +7.1%
800 ELAN ELANCO ANIMAL HEALTH INC Healthcare 57.0 $1K $23.93 -16.7%
Page 40 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%