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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 8 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SYY SYSCO CORP Consumer Defensive 9,434.0 $673K 0.08% +344.0 +3.8% $71.33 +3.1%
142 IVW ISHARES TR 5,810.0 $657K 0.07% +3K +108.9% $113.11 +18.9%
143 MET METLIFE INC Financial Services 9,179.0 $649K 0.07% -420.0 -4.4% $70.72 +15.1%
144 VLO VALERO ENERGY CORP Energy 2,621.0 $648K 0.07% -92.0 -3.4% $247.08 +4.6%
145 MPC MARATHON PETE CORP Energy 2,581.0 $630K 0.07% $244.18 +6.3%
146 IDXX IDEXX LABS INC Healthcare 1,106.0 $621K 0.07% -654.0 -37.2% $561.89 -2.9%
147 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,849.0 $605K 0.07% $157.28 -0.8%
148 MSCI MSCI INC Financial Services 1,121.0 $604K 0.07% -828.0 -42.5% $539.01 +4.2%
149 ITW ILLINOIS TOOL WKS INC Industrials 2,319.0 $604K 0.07% -123.0 -5.0% $260.29 -4.2%
150 VEU VANGUARD INTL EQUITY INDEX F 8,036.0 $604K 0.07% $75.10 +7.5%
151 NVS NOVARTIS AG Healthcare 3,883.0 $593K 0.07% +759.0 +24.3% $152.75 -2.4%
152 MSI MOTOROLA SOLUTIONS INC Technology 1,362.0 $591K 0.07% -31.0 -2.2% $433.97 -5.5%
153 ON ON SEMICONDUCTOR CORP Technology 9,523.0 $590K 0.07% +9K +7225.4% $61.92 +76.7%
154 QDEF FLEXSHARES TR 7,368.0 $588K 0.07% $79.82 +8.5%
155 GLW CORNING INC Technology 4,158.0 $565K 0.06% -100.0 -2.4% $135.97 +31.3%
156 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,743.0 $561K 0.06% +569.0 +17.9% $150.00 -1.6%
157 T AT&T INC Communication Services 19,029.0 $552K 0.06% -823.0 -4.2% $28.99 -15.7%
158 BLK BLACKROCK INC Financial Services 565.0 $543K 0.06% +255.0 +82.3% $961.71 +7.8%
159 DHR DANAHER CORP DEL Healthcare 2,841.0 $539K 0.06% -74.0 -2.5% $189.60 -13.6%
160 YUM YUM BRANDS INC Consumer Cyclical 3,427.0 $533K 0.06% +136.0 +4.1% $155.48 -2.0%
Page 8 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%