13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001662212
Total reported value
$1.0B
$1.0B
572 檔
18.2%
During the Q1 2024 filing period, Grove Bank & Trust (CIK: 0001662212) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 572 reported positions.
During Q1 2024, Grove Bank & Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.49% | +1.04% | +9.53% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.11% | +0.04% | +422.96% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.82% | +0.27% | +3.20% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.12% | -5.30% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | -0.02% | +5.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.07% | +8.87% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.08% | +1.87% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.28% | +0.19% | -1.38% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.06% | -0.17% | +20.37% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.76% | -0.15% | +10.15% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.06% | +0.38% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.09% | -2.95% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | +0.02% | +4.37% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.42% | -0.13% | +39.54% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.40% | +0.04% | -2.74% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | +0.05% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.37% | -0.56% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.15% | +0.01% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.19% | +4.18% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | +0.29% | -3.23% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.04% | -0.19% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.02% | +0.18% | +3.65% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.02% | -0.09% | +9.68% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.94% | +0.04% | +3.68% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.01% | +9.70% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.07% | +12.03% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.01% | +16.54% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.11% | +1.26% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.18% | +9.32% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.10% | +18.52% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.03% | -0.86% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.08% | +11.08% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.69% | -0.13% | +24.08% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.06% | +15.53% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.03% | +5.59% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.04% | -34.32% | |
| 37 | VDE | Vanguard Energy ETF | ETF-Other | 0.64% | -0.95% | +18.01% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | -1.03% | +20.73% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.12% | +7.40% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | — | +15.64% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.05% | +2.39% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.07% | +4.22% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.01% | +59.39% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.02% | -1.86% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.52% | -0.08% | -21.21% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.01% | -19.85% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.15% | +4.63% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.02% | -0.49% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.43% | -0.03% | +6.98% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.03% | -0.82% |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 572 disclosed positions in Q1 2024.
During Q1 2024, Grove Bank & Trust's top holdings by market value included VOO (10.5%)、IJH (7.1%)、IJR (5.8%). The largest single position, VOO, represented 10.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, IJR) accounted for 18.2% of total reported equity market value during Q1 2024.
In Q1 2024, Grove Bank & Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.