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
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 9 new positions and adding to 100 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% | -0.09% | +1.56% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.17% | -0.37% | +13.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.72% | +0.48% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.74% | -0.46% | -0.81% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | -0.05% | +3.34% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.26% | +0.07% | +2.32% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.72% | -0.12% | -0.91% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.41% | +6.16% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | +0.64% | -2.21% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | +0.02% | +7.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +0.03% | -0.13% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.61% | -0.12% | +3.72% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.05% | -2.75% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.44% | -0.08% | +2.98% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -0.11% | +22.79% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.02% | +5.15% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.36% | -0.03% | +4.06% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.33% | +0.25% | +2.21% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.32% | -0.06% | +16.74% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | +0.01% | +1.11% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | +0.01% | +2.93% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | — | +3.34% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.11% | +0.04% | +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% | +0.19% | +3.23% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | +0.03% | +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% | -0.12% | -11.47% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | -0.03% | +22.30% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | -0.02% | -16.60% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-Other | 0.94% | +0.02% | +9.12% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | -0.15% | -0.16% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.83% | -0.09% | +10.90% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.80% | EXIT | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.12% | +52.01% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | +0.03% | +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% | -0.02% | -1.89% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.65% | +0.03% | +7.71% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.03% | -21.46% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.02% | +2.95% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | -0.02% | +6.74% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | -4.15% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | +0.92% | +13.48% | |
| 45 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.56% | -0.05% | — | |
| 46 | VDE | Vanguard Energy ETF | ETF-Other | 0.51% | +0.79% | -44.00% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.48% | +0.01% | +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% | +0.02% | -24.64% | |
| 50 | AN | Autonation Inc | Stock-Consumer Disc | 0.46% | -0.07% | — |
| # | 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 | TDY | Teledyne Technologies Inc | +0.1% | +2386.96% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.34% | Add |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +30.04% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | +31.11% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +74.64% | Add |
| 26 | FDX | Fedex CORP | +0.1% | +438.26% | Add |
| 27 | NVDA | Nvidia CORP | +0.1% | +6.16% | Add |
| 28 | BND | Vanguard Total Bond Market | +0.1% | +10.90% | Add |
| 29 | AVDE | Avantis International Equity | +0.1% | +11.02% | Add |
| 30 | PEP | Pepsico Inc | +0.1% | +38.50% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | +1.30% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | +0.1% | +39.30% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | +2.93% | Add |
| 34 | EFA | Ishares Msci Eafe ETF | 0% | +4.47% | Add |
| 35 | EXPD | Expeditors Intl Wash Inc | 0% | +6052.63% | Add |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 0% | +584.74% | Add |
| 37 | NVS | Novartis Ag-sponsored Adr | 0% | +315.43% | Add |
| 38 | QCOM | Qualcomm Inc | 0% | +43.60% | Add |
| 39 | XLK | Ss Technology Select Sector | 0% | +217.33% | Add |
| 40 | AMD | Advanced Micro Devices | 0% | -0.59% | Trim |
| 41 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.32% | Add |
| 42 | EEM | Ishares Msci Emerging Market | 0% | +7.71% | Add |
| 43 | XOM | Exxon Mobil CORP | 0% | +0.49% | Add |
| 44 | AVEM | Avantis Emerging Markets Eq | 0% | +6.74% | Add |
| 45 | NFLX | Netflix Inc | 0% | +1379.81% | Add |
| 46 | AMRZ | Amrize Ltd | 0% | +48.03% | Add |
| 47 | MRK | Merck & Co. Inc. | 0% | -0.91% | Trim |
| 48 | YUM | Yum! Brands Inc | 0% | +97.78% | Add |
| 49 | MAS | Masco CORP | 0% | +72.43% | Add |
| 50 | ILMN | Illumina Inc | 0% | +1990.48% | Add |
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
UL
前期市值: $249.0K
In Q4 2025, Grove Bank & Trust made 190 total portfolio adjustments, initiating 9 new buys, adding to 100 positions, trimming 77 holdings, and fully liquidating 4 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.