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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $889M AUM 975 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 856 New
Page 41 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 UAE ISHARES TR 100.0 $2K NEW $19.12 -0.2%
802 FG F&G ANNUITIES & LIFE INC Financial Services 60.0 $2K NEW $30.85 +5.0%
803 EPAM EPAM SYS INC Technology 9.0 $2K NEW $204.89 -57.2%
804 EXR EXTRA SPACE STORAGE INC Real Estate 14.0 $2K NEW $130.21 +15.4%
805 UFPI UFP INDUSTRIES INC Basic Materials 20.0 $2K NEW $91.05 -2.3%
806 ULTA ULTA BEAUTY INC Consumer Cyclical 3.0 $2K NEW $605.00 -23.0%
807 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 9.0 $2K NEW $193.44 -4.3%
808 AXON AXON ENTERPRISE INC Industrials 3.0 $2K NEW $568.00 -4.6%
809 CPT CAMDEN PPTY TR Real Estate 15.0 $2K NEW $110.07 +4.1%
810 MNDY MONDAY COM LTD Technology 11.0 $2K NEW $147.55 -46.4%
811 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 10.0 $2K NEW $158.30 +29.3%
812 WHR WHIRLPOOL CORP Consumer Cyclical 21.0 $2K NEW $72.14 -46.5%
813 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10.0 $1K NEW $146.60 -19.9%
814 SMCI SUPER MICRO COMPUTER INC Technology 50.0 $1K NEW $29.28 -15.7%
815 HIW HIGHWOODS PPTYS INC Real Estate 56.0 $1K NEW $25.82 +29.4%
816 QRVO QORVO INC Technology 17.0 $1K NEW $84.53 -1.2%
817 ELAN ELANCO ANIMAL HEALTH INC Healthcare 57.0 $1K NEW $22.63 +14.7%
818 BROWN FORMAN CORP 46.0 $1K NEW $26.07
819 BEN FRANKLIN RESOURCES INC Financial Services 47.0 $1K NEW $23.89 +39.5%
820 SEALED AIR CORP NEW 27.0 $1K NEW $41.44
Page 41 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 32.0%
Financial Services 22.3%
Healthcare 9.8%
Communication Services 8.9%
Consumer Cyclical 8.9%
Industrials 5.7%
Consumer Defensive 5.2%
Energy 3.6%
Real Estate 1.8%
Utilities 1.4%