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Latest Grove Bank & Trust Stock Portfolio

Grove Bank & Trust Performance:
2026 Q1: -1.32%YTD: -1.32%2025: 11.85%
Performance for 2026 Q1 is -1.32%, and YTD is -1.32%, and 2025 is 11.85%.

About Grove Bank & Trust and 13F Hedge Fund Stock Holdings

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Grove Bank & Trust reported an equity portfolio of $884.4 Millions as of 31 Mar, 2026.

The top stock holdings of Grove Bank & Trust are VB, AAPL, IJR. The fund has invested 8.4% of it's portfolio in VANGUARD INDEX FDS and 4.6% of portfolio in APPLE INC.

The fund managers got completely rid off CURTISS WRIGHT CORP (CW), ASTRAZENECA PLC (AZN) and KEMPER CORP (KMPR) stocks. They significantly reduced their stock positions in INSPIRE MED SYS INC (INSP), PAYCOM SOFTWARE INC (PAYC) and SCHWAB STRATEGIC TR (FNDA). Grove Bank & Trust opened new stock positions in APTIV PLC, UNILEVER PLC (UL) and ZOOM COMMUNICATIONS INC (ZM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ON SEMICONDUCTOR CORP (ON) and COINBASE GLOBAL INC (COIN).

Grove Bank & Trust Annual Return Estimates Vs S&P 500

Our best estimate is that Grove Bank & Trust made a return of -1.32% in the last quarter. In trailing 12 months, it's portfolio return was 13.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aptiv plc467,193
versant media group inc261,287
unilever plc210,504
totalenergies se168,950
solstice advanced matls inc61,385
qnity electronics inc55,613
circle internet group inc42,076
New stocks bought by Grove Bank & Trust

Additions

Ticker% Inc.
vanguard scottsdale fds96,206
on semiconductor corp7,225
rollins inc705
ishares inc150
select sector spdr tr113
vanguard world fd111
marsh & mclennan cos inc109
ishares tr108
Additions to existing portfolio by Grove Bank & Trust

Reductions

Ticker% Reduced
schwab strategic tr-98.42
teledyne technologies inc-95.98
vanguard index fds-70.87
te connectivity plc-70.21
airbnb inc-70.07
boston scientific corp-64.6
adobe inc-59.08
flexshares tr-50.25
Grove Bank & Trust reduced stake in above stock

Sold off

None of the stocks were completely sold off by Grove Bank & Trust

Sector Distribution

Grove Bank & Trust has about 63.4% of it's holdings in Others sector.

Sector%
Others63.4
Technology12.2
Financial Services4.3
Healthcare3.8
Consumer Cyclical3.7
Communication Services3.7
Industrials2.7
Consumer Defensive2.5
Energy2.2

Market Cap. Distribution

Grove Bank & Trust has about 35.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED63.4
MEGA-CAP25.1
LARGE-CAP10.4

Stocks belong to which Index?

About 35.1% of the stocks held by Grove Bank & Trust either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others64.4
S&P 50035.1
Top 5 Winners (%)%
LITE
lumentum hldgs inc
90.7 %
LYB
lyondellbasell industries nv
86.0 %
EQNR
equinor asa
78.5 %
DOW
dow hldgs inc
78.1 %
APA
apa corporation
73.5 %
Top 5 Winners ($)$
XOM
exxon mobil corp
3.0 M
XLB
select sector spdr tr
3.0 M
VAW
vanguard world fd
2.7 M
IJR
ishares tr
1.1 M
CVX
chevron corporation
1.1 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-56.7 %
MNDY
monday com ltd
-53.2 %
TME
tencent music entmt group
-47.1 %
reddit inc
-41.4 %
HUBS
hubspot inc
-39.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.0 M
VB
vanguard index fds
-3.6 M
AAPL
apple inc
-2.9 M
IJR
ishares tr
-1.6 M
IJR
ishares tr
-1.4 M

Grove Bank & Trust Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Grove Bank & Trust

Grove Bank & Trust has 852 stocks in it's portfolio. About 37.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Grove Bank & Trust last quarter.

Last Reported on: 08 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions