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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 41 of 45  ·  886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NWS NEWS CORP NEW Communication Services 70.0 $2K $28.06 +18.4%
802 UAE ISHARES TR 100.0 $2K NEW $19.01 +2.8%
803 PPC PILGRIMS PRIDE CORP Consumer Defensive 67.0 $2K $28.10 +9.2%
804 LYG LLOYDS BANKING GROUP PLC Financial Services 307.0 $2K +88.0 +40.2% $5.83 +2.2%
805 BUSE FIRST BUSEY CORP Financial Services 60.0 $2K -134.0 -69.1% $29.50 +1.8%
806 PNR PENTAIR PLC Industrials 23.0 $2K $76.65 -15.7%
807 CPT CAMDEN PPTY TR Real Estate 15.0 $2K $114.47 -5.2%
808 IX ORIX CORP Financial Services 45.0 $2K +10.0 +28.6% $38.04 -1.4%
809 INSM INSMED INC Healthcare 16.0 $2K -53.0 -76.8% $106.62 +20.4%
810 HII HUNTINGTON INGALLS INDS INC Industrials 6.0 $2K $279.83 +11.4%
811 CE CELANESE CORP DEL Basic Materials 36.0 $2K $46.00 -0.4%
812 QTUM ETF SER SOLUTIONS 10.0 $2K NEW $165.40 -9.5%
813 SLVO UBS AG Financial Services 25.0 $2K NEW $65.08 +6.5%
814 FOXA FOX CORP Communication Services 31.0 $2K $52.16 +31.2%
815 FG F&G ANNUITIES & LIFE INC Financial Services 60.0 $2K $26.58 -11.6%
816 SBAC SBA COMMUNICATIONS CORP Real Estate 9.0 $2K -21.0 -70.0% $176.44 +2.8%
817 QRVO QORVO INC Technology 17.0 $2K $93.29 +3.8%
818 BEN FRANKLIN RESOURCES INC Financial Services 47.0 $2K $33.28 +1.9%
819 VST VISTRA CORP Utilities 9.0 $1K -9.0 -50.0% $158.67 -10.1%
820 ELAN ELANCO ANIMAL HEALTH INC Healthcare 57.0 $1K $24.61 -0.5%
Page 41 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%