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CIK: 0001662212
Total reported value
$1.0B
$1.0B
856 檔
23.0%
According to the latest 13F quarterly dataset, Grove Bank & Trust managed an equity portfolio of $1.0B at the end of Q4 2025, spanning 856 distinct U.S. exchange-listed positions.
In Q4 2025, Grove Bank & Trust displayed an active expansion posture, initiating 2 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 856 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% | +1.56% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.17% | +0.04% | +13.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.12% | +0.48% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.74% | +0.27% | -0.81% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | -0.02% | +3.34% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.26% | +0.19% | +2.32% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.72% | +0.29% | -0.91% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.06% | +6.16% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.08% | -2.21% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | +0.05% | +7.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +0.09% | -0.13% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.61% | -0.17% | +3.72% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.07% | -2.75% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.44% | -0.13% | +2.98% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.18% | +22.79% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.03% | +5.15% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.36% | -0.15% | +4.06% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.33% | -0.29% | +2.21% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.32% | -0.13% | +16.74% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | +0.02% | +1.11% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | +0.05% | +2.93% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | +0.17% | +3.34% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.11% | -0.09% | +4.63% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.10% | +0.01% | -0.07% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.10% | -0.20% | +3.23% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | -0.04% | +4.47% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.01% | -0.01% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.19% | -11.47% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | +0.18% | +22.30% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.11% | -16.60% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-Other | 0.94% | -0.01% | +9.12% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | +0.04% | -0.16% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.83% | -0.07% | +10.90% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.37% | +0.49% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.09% | +52.01% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | -0.08% | +6.95% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.04% | +0.33% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.09% | -1.89% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.65% | +0.10% | +7.71% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.04% | -21.46% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | +2.95% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | +0.05% | +6.74% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.08% | -4.15% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | -1.03% | +13.48% | |
| 45 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.56% | -0.01% | — | |
| 46 | VDE | Vanguard Energy ETF | ETF-Other | 0.51% | -0.95% | -44.00% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.48% | -0.10% | +11.02% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.02% | -0.61% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.06% | -24.64% | |
| 50 | AN | Autonation Inc | Stock-Consumer Disc | 0.46% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +22.79% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +13.02% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +142.35% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +52.01% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +0.48% | Add |
| 6 | BA | Boeing Co/the | +0.1% | +488.18% | Add |
| 7 | USHY | Ishares Broad Usd High Yield | +0.1% | +16.74% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.1% | +22.30% | Add |
| 9 | IAU | Ishares Gold Trust | +0.1% | +2.21% | Add |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | +129.38% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +3.23% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | -16.60% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -11.47% | Trim |
| 14 | MU | Micron Technology Inc | +0.1% | +0.12% | Add |
| 15 | MNST | Monster Beverage CORP | +0.1% | +387.15% | Add |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +374.72% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +7.76% | Add |
| 18 | REGN | Regeneron Pharmaceuticals | +0.1% | +72.37% | Add |
| 19 | CRM | Salesforce Inc | +0.1% | +62.88% | Add |
| 20 | ADSK | Autodesk Inc | +0.1% | +609.52% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.34% | Add |
| 22 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +30.04% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | +31.11% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +6.16% | Add |
| 25 | BND | Vanguard Total Bond Market | +0.1% | +10.90% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | +2.93% | Add |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +4.47% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.32% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | — | +1.56% | Add |
| 30 | SBUX | Starbucks CORP | -0.1% | -34.32% | Trim |
| 31 | PAYC | Paycom Software Inc | -0.1% | -60.42% | Trim |
| 32 | UBER | Uber Technologies Inc | -0.1% | -25.68% | Trim |
| 33 | ADBE | Adobe Inc | -0.1% | -37.05% | Trim |
| 34 | BSX | Boston Scientific CORP | -0.1% | -50.97% | Trim |
| 35 | INTU | Intuit Inc | -0.1% | -42.23% | Trim |
| 36 | SNPS | Synopsys Inc | -0.1% | -66.37% | Trim |
| 37 | CSGP | Costar Group Inc | -0.1% | -58.77% | Trim |
| 38 | MSCI | Msci Inc | -0.1% | -45.27% | Trim |
| 39 | AON | Aon plc | -0.1% | -68.95% | Trim |
| 40 | NOW | Servicenow Inc | -0.1% | +263.95% | Add |
| 41 | ABT | Abbott Laboratories | -0.1% | -19.95% | Trim |
| 42 | AVGO | Broadcom Inc | -0.2% | -21.46% | Trim |
| 43 | MA | Mastercard Inc - A | -0.2% | -24.64% | Trim |
| 44 | ZTS | Zoetis Inc | -0.2% | -65.63% | Trim |
| 45 | MSFT | Microsoft CORP | -0.3% | -2.21% | Trim |
| 46 | ORCL | Oracle CORP | -0.3% | -4.15% | Trim |
| 47 | VDE | Vanguard Energy ETF | -0.5% | -44.00% | Trim |
| 48 | XLE | Ss Energy Select Sector | -0.5% | +13.48% | Add |
| 49 | AN | Autonation Inc | — | NEW | New buy |
| 50 | CW | Curtiss-wright CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 856 disclosed positions in Q4 2025.
During Q4 2025, Grove Bank & Trust's top holdings by market value included VOO (8.6%)、IJH (5.2%)、AAPL (5.0%). 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, IJH, AAPL) accounted for 23.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AN
市值: $4.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $18.8M
In Q4 2025, Grove Bank & Trust made 50 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 19 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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