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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 6 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,902.0 $1.1M 0.13% +314.0 +1.7% $60.65 -3.9%
102 UBER UBER TECHNOLOGIES INC Technology 15,909.0 $1.1M 0.13% +908.0 +6.0% $71.93 +4.4%
103 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 15,781.0 $1.1M 0.13% +3K +22.1% $72.46 +22.2%
104 MO ALTRIA GROUP INC Consumer Defensive 16,806.0 $1.1M 0.12% $65.99 +11.7%
105 KO COCA COLA CO Consumer Defensive 14,550.0 $1.1M 0.12% -433.0 -2.9% $76.05 +6.8%
106 KLAC KLA CORP Technology 716.0 $1.1M 0.12% -14.0 -1.9% $1472.41 +19.3%
107 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,594.0 $1.1M 0.12% +771.0 +27.3% $292.75 +34.6%
108 DAL DELTA AIR LINES INC Industrials 15,250.0 $1.0M 0.12% +1K +8.9% $66.48 +5.7%
109 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,952.0 $998K 0.11% -242.0 -7.6% $337.95 +17.2%
110 GE GE AEROSPACE Industrials 3,501.0 $993K 0.11% -130.0 -3.6% $283.77 +0.8%
111 MCD MCDONALDS CORP Consumer Cyclical 3,194.0 $993K 0.11% +193.0 +6.4% $310.79 -9.1%
112 PNC PNC FINL SVCS GROUP INC Financial Services 4,743.0 $987K 0.11% +130.0 +2.8% $208.09 +2.7%
113 LH LABCORP HOLDINGS INC Healthcare 3,672.0 $980K 0.11% +223.0 +6.5% $266.81 -4.2%
114 UNH UNITEDHEALTH GROUP INC Healthcare 3,617.0 $979K 0.11% -106.0 -2.9% $270.59 +44.5%
115 AMGN AMGEN INC Healthcare 2,750.0 $968K 0.11% $351.85 -6.0%
116 CB CHUBB LTD SWITZ Financial Services 2,957.0 $964K 0.11% -864.0 -22.6% $325.93 +1.3%
117 ACN ACCENTURE PLC IRELAND Technology 4,711.0 $934K 0.11% -2K -25.3% $198.29 -10.8%
118 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,881.0 $925K 0.10% +98.0 +5.5% $491.53 -10.1%
119 FDX FEDEX CORP Industrials 2,561.0 $912K 0.10% +268.0 +11.7% $356.18 +3.8%
120 AMRIZE LTD 16,218.0 $909K 0.10% +2K +11.1% $56.02
Page 6 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%