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CIK: 0001662212
Total reported value
$1.0B
$1.0B
852 檔
20.5%
According to the latest 13F quarterly dataset, Grove Bank & Trust managed an equity portfolio of $1.0B at the end of Q2 2025, spanning 852 distinct U.S. exchange-listed positions.
In Q2 2025, Grove Bank & Trust displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 852 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.53% | +1.04% | -26.26% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.04% | +0.04% | +2.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.20% | +0.12% | -4.84% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.79% | +0.27% | -10.44% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.22% | +0.19% | +55.29% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | -0.02% | +2.64% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.64% | +0.29% | +7.95% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.08% | -1.56% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +0.06% | +2.05% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.07% | -10.43% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.76% | -0.17% | +1.58% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.09% | -1.10% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.51% | +0.05% | +6.29% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.50% | -0.13% | +2.87% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.43% | -0.15% | -1.84% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.38% | -0.03% | +40.11% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.26% | +0.18% | +1.70% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | +0.02% | -22.23% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.01% | +0.14% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.11% | +0.01% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | +0.05% | +120.62% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | +0.17% | +10.81% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.05% | -0.13% | +1.56% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.05% | -0.04% | +8.05% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | -0.29% | +917.92% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.96% | -0.09% | +2.40% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.11% | -1.40% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.08% | -2.01% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | +0.04% | -3.20% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.37% | -0.43% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.20% | +38924.14% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.86% | -0.07% | +0.23% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.09% | +0.16% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.85% | -0.01% | +85.11% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.01% | -2.40% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.19% | -5.87% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.18% | +2.09% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.06% | -1.40% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | -0.08% | +2.40% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | +0.04% | -19.04% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.10% | -1.96% | |
| 42 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.63% | -0.01% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.09% | +1.32% | |
| 44 | NEWZ | Stcksps Ai-pw S US All C ETF | ETF-Other | 0.56% | — | -1.40% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.54% | +0.10% | +8.03% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.04% | -3.55% | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | +0.05% | +75.03% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.46% | -0.06% | -3.37% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.02% | -9.03% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.01% | +17.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.2% | +55.29% | Add |
| 2 | IAU | Ishares Gold Trust | +0.9% | +917.92% | Add |
| 3 | GLD | Spdr Gold Shares | +0.9% | +38924.14% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.6% | +120.62% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +2.05% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -1.56% | Trim |
| 7 | SCHH | Schwab US Reit ETF | +0.4% | +85.11% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.3% | +40.11% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.95% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | -2.01% | Trim |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | +6.29% | Add |
| 12 | AVEM | Avantis Emerging Markets Eq | +0.2% | +75.03% | Add |
| 13 | IDXX | Idexx Laboratories Inc | +0.2% | +7756.76% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.64% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +1.19% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +26.32% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.74% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +10.81% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | Add |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | +8.05% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +1.32% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | -2.40% | Trim |
| 23 | FLUT | Flutter Entertainment plc | +0.1% | NEW | New buy |
| 24 | SBUX | Starbucks CORP | +0.1% | +62.60% | Add |
| 25 | TGT | Target CORP | +0.1% | +906.92% | Add |
| 26 | AVDE | Avantis International Equity | +0.1% | +22.74% | Add |
| 27 | QDEF | Flexshares Quality Dividend | +0.1% | NEW | New buy |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.09% | Add |
| 29 | EEM | Ishares Msci Emerging Market | +0.1% | +8.03% | Add |
| 30 | SHOP | Shopify Inc - Class A | 0% | -3.37% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.10% | Trim |
| 32 | VO | Vanguard Mid-cap ETF | 0% | +1.70% | Add |
| 33 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 34 | VUG | Vanguard Growth ETF | -0.1% | -93.43% | Trim |
| 35 | CVE | Cenovus Energy Inc | -0.1% | -99.18% | Trim |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -5.04% | Trim |
| 37 | COP | Conocophillips | -0.1% | -33.75% | Trim |
| 38 | CVX | Chevron CORP | -0.1% | -9.17% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.2% | -1.40% | Trim |
| 40 | VB | Vanguard Small-cap ETF | -0.2% | -19.04% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -0.43% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.2% | -30.29% | Trim |
| 43 | IRT | Independence Realty Trust In | -0.2% | — | Unchanged |
| 44 | VDE | Vanguard Energy ETF | -0.3% | -76.91% | Trim |
| 45 | XLE | Ss Energy Select Sector | -0.3% | -74.28% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -44.67% | Trim |
| 47 | VTV | Vanguard Value ETF | -0.4% | -22.23% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.6% | -10.44% | Trim |
| 49 | AAPL | Apple Inc | -0.9% | -4.84% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -2.7% | -26.26% | Trim |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 852 disclosed positions in Q2 2025.
During Q2 2025, Grove Bank & Trust's top holdings by market value included VOO (8.5%)、IJH (6.0%)、AAPL (4.2%). The largest single position, VOO, represented 8.5% 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, AAPL) accounted for 20.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
FLUT
市值: $800.4K
Top Position Liquidated / Trimmed
VOO
前期市值: $83.9M
In Q2 2025, Grove Bank & Trust made 48 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 21 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.
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