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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 9 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MSI MOTOROLA SOLUTIONS INC Technology 1,393.0 $534K 0.06% NEW $383.32 +7.0%
162 CNC CENTENE CORP DEL Healthcare 12,742.0 $524K 0.06% NEW $41.15 +41.5%
163 LRCX LAM RESEARCH CORP Technology 2,992.0 $512K 0.06% NEW $171.18 +62.4%
164 SLB SLB LIMITED Energy 13,281.0 $510K 0.06% NEW $38.38 +48.9%
165 YUM YUM BRANDS INC Consumer Cyclical 3,291.0 $498K 0.06% NEW $151.28 +0.7%
166 CI THE CIGNA GROUP Healthcare 1,795.0 $494K 0.06% NEW $275.23 +5.8%
167 T AT&T INC Communication Services 19,852.0 $493K 0.06% NEW $24.84 -1.7%
168 MDLZ MONDELEZ INTL INC Consumer Defensive 9,140.0 $492K 0.06% NEW $53.83 +14.5%
169 AON AON PLC Financial Services 1,358.0 $479K 0.05% NEW $352.88 -8.3%
170 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,544.0 $479K 0.05% NEW $310.24 +15.8%
171 ALL ALLSTATE CORP Financial Services 2,301.0 $479K 0.05% NEW $208.15 +7.9%
172 VGT VANGUARD WORLD FD 612.0 $461K 0.05% NEW $753.78 -85.2%
173 IWS ISHARES TR 3,197.0 $451K 0.05% NEW $141.05 +9.6%
174 KR KROGER CO Consumer Defensive 7,110.0 $444K 0.05% NEW $62.48 +9.3%
175 LEN LENNAR CORP Consumer Cyclical 4,300.0 $442K 0.05% NEW $102.80 -18.5%
176 VLO VALERO ENERGY CORP Energy 2,713.0 $442K 0.05% NEW $162.79 +58.8%
177 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,862.0 $441K 0.05% NEW $90.61 +23.9%
178 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,174.0 $438K 0.05% NEW $137.96 +7.0%
179 PFE PFIZER INC Healthcare 17,505.0 $436K 0.05% NEW $24.90 +1.7%
180 SPSM SPDR SERIES TRUST 9,192.0 $431K 0.05% NEW $46.86 +10.6%
Page 9 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%