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Portfolio (Quarterly) Guide ↗

Grove Bank & Trust

· CIK 0001662212
13F Portfolio $884.4B 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 43 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CORPAY INC 1.0 $291.0 NEW $291.00
842 ORI OLD REP INTL CORP Financial Services 7.0 $279.0 NEW $39.86 -0.2%
843 RHI ROBERT HALF INC. Industrials 11.0 $279.0 $25.36 +2.6%
844 FTAI AVIATION LTD 1.0 $245.0 NEW $245.00
845 DDOG DATADOG INC Technology 2.0 $236.0 NEW $118.00 +76.6%
846 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3.0 $221.0 NEW $73.67 +2.1%
847 JAMES HARDIE INDS PLC 11.0 $208.0 NEW $18.91
848 INSP INSPIRE MED SYS INC Healthcare 2.0 $103.0 -257.0 -99.2% $51.50 -19.5%
849 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 10.0 $93.0 $9.30 -12.8%
850 LGIH LGI HOMES INC Consumer Cyclical 2.0 $79.0 +1.0 +100.0% $39.50 +0.1%
851 RPRX ROYALTY PHARMA PLC Healthcare 1.0 $48.0 NEW $48.00 +8.2%
852 DOCU DOCUSIGN INC Technology 1.0 $47.0 $47.00 +6.6%
853 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 17.0 $41.0 $2.41 +1.8%
854 SLG SL GREEN RLTY CORP Real Estate 1.0 $37.0 $37.00 +14.7%
855 STAG STAG INDUSTRIAL INC Real Estate 1.0 $36.0 $36.00 +5.8%
856 EMBC EMBECTA CORP Healthcare 2.0 $18.0 $9.00 -66.7%
Page 43 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%