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CIK: 0001662212
Total reported value
$1.0B
$1.0B
856 檔
21.9%
As reported in its official Q1 2026 Form 13F filing, Grove Bank & Trust's tracked investment portfolio stood at $1.0B with 856 total positions.
Grove Bank & Trust executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 6 holdings and trimming 86 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, IJH) accounted for 21.9% of total reported equity market value during Q1 2026.
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 | 8.39% | +1.04% | +2.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.12% | -1.78% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.60% | +0.04% | -13.46% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.89% | +0.27% | -0.03% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.42% | +0.19% | +3.17% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | -0.02% | -2.69% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.93% | +0.29% | +3.45% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.06% | -2.32% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.04% | +1.35% | +96206.25% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 1.71% | -1.03% | +113.29% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.63% | -0.17% | +1.70% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.61% | +0.05% | -0.86% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.09% | -2.47% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.52% | -0.13% | +5.66% | |
| 15 | VDE | Vanguard Energy ETF | ETF-Other | 1.50% | -0.95% | +111.34% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | -0.29% | +0.87% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.08% | -1.96% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.18% | +5.76% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.39% | -0.15% | +1.50% | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.38% | -0.13% | +5.70% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.07% | -5.39% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.26% | +0.02% | +1.56% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | +0.05% | +4.23% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | +0.17% | +4.32% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.17% | -0.09% | +5.96% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.37% | -0.29% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | -0.20% | -2.82% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.11% | -0.04% | +1.31% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.06% | +0.01% | -0.45% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.01% | +2.48% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.88% | -0.07% | +6.63% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.19% | -4.57% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.85% | +0.04% | -1.91% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.80% | +0.18% | -18.69% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.11% | -3.65% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.09% | +1.38% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.72% | +0.10% | +4.79% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.08% | +4.06% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.09% | +12.99% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | +0.05% | +10.60% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.04% | +1.11% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.01% | +2.66% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.04% | -8.38% | |
| 44 | AVDE | Avantis International Equity | ETF-Other | 0.53% | -0.10% | +5.71% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.01% | +25.30% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.15% | -9.05% | |
| 47 | AN | Autonation Inc | Stock-Consumer Disc | 0.44% | -0.09% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | +0.02% | +0.14% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.41% | -0.03% | -70.87% | |
| 50 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.40% | -0.01% | -16.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +2% | +96206.25% | Add |
| 2 | XLE | Ss Energy Select Sector | +1.1% | +113.29% | Add |
| 3 | VDE | Vanguard Energy ETF | +1% | +111.34% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -0.29% | Trim |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +3.45% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +3.17% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | -0.03% | Trim |
| 8 | IAU | Ishares Gold Trust | +0.1% | +0.87% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +1.38% | Add |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.1% | +10.60% | Add |
| 11 | CVX | Chevron CORP | +0.1% | -9.05% | Trim |
| 12 | AMAT | Applied Materials Inc | +0.1% | +1.97% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.23% | Add |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +5.66% | Add |
| 15 | ON | On Semiconductor | +0.1% | +7225.38% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +1.64% | Add |
| 17 | EEM | Ishares Msci Emerging Market | +0.1% | +4.79% | Add |
| 18 | LMBS | First Trust Low Duration Opp | +0.1% | +5.96% | Add |
| 19 | GLD | Spdr Gold Shares | +0.1% | -2.82% | Trim |
| 20 | COP | Conocophillips | +0.1% | -0.49% | Trim |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.32% | Add |
| 22 | USHY | Ishares Broad Usd High Yield | +0.1% | +5.70% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +17.23% | Add |
| 24 | VTV | Vanguard Value ETF | +0.1% | +1.56% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +12.39% | Add |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +6.63% | Add |
| 27 | AVDE | Avantis International Equity | +0.1% | +5.71% | Add |
| 28 | MU | Micron Technology Inc | +0.1% | -1.42% | Trim |
| 29 | WMT | Walmart Inc | 0% | +2.50% | Add |
| 30 | DE | Deere & Co | 0% | +8.07% | Add |
| 31 | PEP | Pepsico Inc | 0% | +10.67% | Add |
| 32 | REGN | Regeneron Pharmaceuticals | 0% | +21.90% | Add |
| 33 | LRCX | Lam Research CORP | 0% | +31.35% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | +108.92% | Add |
| 35 | BA | Boeing Co/the | 0% | +27.27% | Add |
| 36 | FDX | Fedex CORP | 0% | +11.69% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +1.31% | Add |
| 38 | IYE | Ishares U.s. Energy ETF | 0% | — | Unchanged |
| 39 | MRSH | Marsh & Mclennan Cos | 0% | +109.10% | Add |
| 40 | CAT | Caterpillar Inc | 0% | -3.83% | Trim |
| 41 | NEE | Nextera Energy Inc | 0% | -2.29% | Trim |
| 42 | SUB | Ishares Short-term National | 0% | +1.50% | Add |
| 43 | VRTX | Vertex Pharmaceuticals Inc | 0% | +27.02% | Add |
| 44 | SLB | Slb LTD | 0% | +9.10% | Add |
| 45 | TXN | Texas Instruments Inc | 0% | +3.28% | Add |
| 46 | MRK | Merck & Co. Inc. | 0% | -0.37% | Trim |
| 47 | BLK | Blackrock Inc | 0% | +82.26% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | 0% | +4.06% | Add |
| 49 | MPC | Marathon Petroleum CORP | 0% | -0.42% | Trim |
| 50 | VLO | Valero Energy CORP | 0% | -3.39% | Trim |
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 Q1 2026.
During Q1 2026, Grove Bank & Trust's top holdings by market value included VOO (8.4%)、AAPL (4.6%)、IJH (4.6%). The largest single position, VOO, represented 8.4% 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.
Top New Position Initiated
APTV
市值: $467.2K
Top Position Liquidated / Trimmed
CW
前期市值: $1.1M
In Q1 2026, Grove Bank & Trust made 185 total portfolio adjustments, initiating 6 new buys, adding to 87 positions, trimming 86 holdings, and fully liquidating 6 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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