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Latest Grove Bank & Trust Stock Portfolio

Grove Bank & Trust Performance:
2025 Q4: -0.63%YTD: 8.6%2024: -1.13%
Performance for 2025 Q4 is -0.63%, and YTD is 8.6%, and 2024 is -1.13%.

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

In it's latest 13F Holdings report, Grove Bank & Trust reported an equity portfolio of $889 Millions as of 31 Dec, 2025.

The top stock holdings of Grove Bank & Trust are VB, IJR, AAPL. The fund has invested 8.6% of it's portfolio in VANGUARD INDEX FDS and 5.2% of portfolio in ISHARES TR.

The fund managers got completely rid off UNILEVER PLC, SCHWAB STRATEGIC TR (FNDA) and INTERPUBLIC GROUP COS INC (IPG) stocks. They significantly reduced their stock positions in DOCUSIGN INC (DOCU), DOW INC (DOW) and STRATEGY INC (MSTR). Grove Bank & Trust opened new stock positions in AUTONATION INC (AN), CURTISS WRIGHT CORP (CW) and KEMPER CORP (KMPR). The fund showed a lot of confidence in some stocks as they added substantially to BLOCK INC (SQ), EXPEDITORS INTL WASH INC (EXPD) and TELEDYNE TECHNOLOGIES INC (TDY).

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

Our best estimate is that Grove Bank & Trust made a return of -0.63% in the last quarter. In trailing 12 months, it's portfolio return was 8.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
autonation inc4,129,600
curtiss wright corp1,103,640
kemper corp267,361
factset resh sys inc181,369
flexshares tr145,803
grupo cibest sa97,132
ishares tr64,219
ishares tr55,715
New stocks bought by Grove Bank & Trust

Additions

Ticker% Inc.
block inc7,781
expeditors intl wash inc6,052
teledyne technologies inc2,386
illumina inc1,990
netflix inc1,379
autodesk inc609
novo-nordisk a s584
boeing co488
Additions to existing portfolio by Grove Bank & Trust

Reductions

Ticker% Reduced
flutter entmt plc-94.07
target corp-91.64
general mls inc-78.31
dimensional etf trust-76.34
elbit sys ltd-71.43
aon plc-68.95
synopsys inc-66.37
zoetis inc-65.63
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 61.2% of it's holdings in Others sector.

Sector%
Others61.2
Technology13.8
Financial Services4.8
Healthcare4.2
Consumer Cyclical4
Communication Services3.9
Industrials2.6
Consumer Defensive2.3
Energy1.6

Market Cap. Distribution

Grove Bank & Trust has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED61.2
MEGA-CAP24.5
LARGE-CAP13
MID-CAP1.2

Stocks belong to which Index?

About 37% of the stocks held by Grove Bank & Trust either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others62.3
S&P 50037
Top 5 Winners (%)%
LITE
lumentum hldgs inc
126.5 %
EXAS
exact sciences corp
85.7 %
MU
micron technology inc
70.5 %
FIGS
figs inc
69.8 %
SQM
sociedad quimica y minera de
60.0 %
Top 5 Winners ($)$
AAPL
apple inc
2.8 M
LLY
eli lilly & co
2.7 M
GOOG
alphabet inc
2.6 M
GOOG
alphabet inc
2.1 M
VB
vanguard index fds
1.8 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.3 %
NOW
servicenow inc
-76.1 %
fibrobiologics inc
-58.8 %
FMC
fmc corp
-49.0 %
XLB
select sector spdr tr
-48.4 %
Top 5 Losers ($)$
NFLX
netflix inc
-15.1 M
NOW
servicenow inc
-5.1 M
XLB
select sector spdr tr
-4.9 M
ORCL
oracle corp
-2.4 M
MSFT
microsoft corp
-1.2 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 38.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Grove Bank & Trust last quarter.

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