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
829 檔
21.6%
In Q3 2025, Grove Bank & Trust's U.S. equity holdings reached a combined market value of $1.0B, distributed across 829 disclosed stock positions.
During Q3 2025, Grove Bank & Trust performed routine portfolio adjustments (0 new buys, 27 additions, 21 trims, and 1 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 829 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.57% | +1.04% | -0.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.12% | -0.34% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.70% | +0.04% | -21.06% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.88% | +0.27% | +0.23% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.47% | -0.02% | +11.44% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.23% | +0.19% | +2.26% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.80% | +0.29% | +2.75% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.06% | +12.65% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.08% | -3.41% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.09% | -0.80% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.72% | +0.05% | +10.15% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.07% | -7.53% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.61% | -0.17% | -4.53% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.46% | -0.13% | +2.88% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.43% | -0.03% | +8.05% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.36% | -0.15% | +1.63% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.21% | -0.29% | +6.78% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | +0.02% | +5.58% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.19% | -0.13% | +19.95% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.14% | +0.17% | +3.75% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.12% | +0.01% | -0.28% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | +0.05% | +4.12% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.10% | -0.09% | +19.92% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.01% | -5.12% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.07% | -1.03% | +1304.08% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.04% | -0.04% | +1.97% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.20% | +5.39% | |
| 28 | VDE | Vanguard Energy ETF | ETF-Other | 0.96% | -0.95% | +1443.87% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.18% | -4.08% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.08% | -15.76% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-Other | 0.92% | -0.01% | +13.80% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.19% | -11.86% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | +0.04% | +0.99% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | +0.18% | -31.74% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.11% | -3.32% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.04% | +79.02% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.37% | -5.05% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | -0.07% | -4.08% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.09% | -0.09% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | +0.04% | +0.32% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.08% | +1.41% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.06% | -5.29% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.01% | -15.13% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.62% | +0.10% | +10.81% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.57% | +0.05% | +18.94% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.09% | +1.24% | |
| 47 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.54% | -0.01% | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.10% | -16.76% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.02% | -0.04% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.44% | -0.06% | -20.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.2% | +2.26% | Add |
| 2 | IAU | Ishares Gold Trust | +1.1% | +6.78% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +12.65% | Add |
| 4 | GLD | Spdr Gold Shares | +1% | +5.39% | Add |
| 5 | XLE | Ss Energy Select Sector | +0.7% | +1304.08% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.6% | +4.12% | Add |
| 7 | VDE | Vanguard Energy ETF | +0.6% | +1443.87% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.6% | +11.44% | Add |
| 9 | AVGO | Broadcom Inc | +0.6% | +79.02% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +2.75% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.4% | +10.15% | Add |
| 12 | SCHH | Schwab US Reit ETF | +0.4% | +13.80% | Add |
| 13 | VNQ | Vanguard Real Estate ETF | +0.4% | +8.05% | Add |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.3% | +18.94% | Add |
| 15 | ORCL | Oracle CORP | +0.3% | -15.76% | Trim |
| 16 | MSFT | Microsoft CORP | +0.3% | -3.41% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.08% | Trim |
| 18 | IDXX | Idexx Laboratories Inc | +0.2% | -5.95% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +3.75% | Add |
| 20 | AVDE | Avantis International Equity | +0.2% | +36.19% | Add |
| 21 | EEM | Ishares Msci Emerging Market | +0.1% | +10.81% | Add |
| 22 | SNPS | Synopsys Inc | +0.1% | +4098.28% | Add |
| 23 | IWV | Ishares Russell 3000 ETF | +0.1% | +580.00% | Add |
| 24 | BSX | Boston Scientific CORP | +0.1% | +377.57% | Add |
| 25 | USHY | Ishares Broad Usd High Yield | +0.1% | +19.95% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -11.86% | Trim |
| 27 | INTU | Intuit Inc | +0.1% | +137.73% | Add |
| 28 | LMBS | First Trust Low Duration Opp | +0.1% | +19.92% | Add |
| 29 | EFA | Ishares Msci Eafe ETF | +0.1% | +1.97% | Add |
| 30 | UBER | Uber Technologies Inc | +0.1% | +48.60% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -5.12% | Trim |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +1.24% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.80% | Trim |
| 34 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.28% | Trim |
| 35 | IT | Gartner Inc | -0.1% | -82.24% | Trim |
| 36 | ZTS | Zoetis Inc | -0.2% | -14.70% | Trim |
| 37 | ADBE | Adobe Inc | -0.2% | -38.94% | Trim |
| 38 | ACN | Accenture plc | -0.2% | -7.92% | Trim |
| 39 | ABT | Abbott Laboratories | -0.2% | -16.76% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -0.34% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.3% | -3.32% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.3% | -15.13% | Trim |
| 43 | IRT | Independence Realty Trust In | -0.3% | — | Unchanged |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | -4.42% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.4% | -78.57% | Trim |
| 46 | VTV | Vanguard Value ETF | -0.4% | +5.58% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | -0.4% | -31.74% | Trim |
| 48 | IJH | Ishares Core S&p Midcap ETF | -1.2% | -21.06% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | -2.6% | -0.59% | Trim |
| 50 | NEWZ | Stcksps Ai-pw S US All C ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 829 disclosed positions in Q3 2025.
During Q3 2025, Grove Bank & Trust's top holdings by market value included VOO (8.6%)、AAPL (4.9%)、IJH (4.7%). The largest single position, VOO, represented 8.6% 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, AAPL, IJH) accounted for 21.6% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
NEWZ
前期市值: $4.3M
In Q3 2025, Grove Bank & Trust made 49 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 21 holdings, and fully liquidating 1 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.