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
886 檔
26.7%
During the Q2 2026 filing period, Grove Bank & Trust (CIK: 0001662212) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 886 reported positions.
In Q2 2026, Grove Bank & Trust displayed an active expansion posture, initiating 8 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 886 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.43% | -0.09% | +11.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.76% | +0.72% | +2.62% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.64% | -0.37% | +0.70% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.16% | -0.46% | +2.22% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.61% | +0.07% | +12.78% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.39% | -0.79% | +90.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | -0.05% | -1.11% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.22% | -0.12% | +5.48% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.41% | +1.90% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.03% | +4.65% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.66% | +0.02% | +303.71% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | -0.11% | +3.39% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.46% | -0.12% | +0.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.05% | +5.14% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.39% | -0.08% | +4.83% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | +0.64% | +6.80% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.35% | — | +17.51% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | +0.01% | +6.87% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.28% | +0.01% | +4.28% | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.25% | -0.06% | +3.13% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.24% | -0.03% | +1.38% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | +0.25% | +6.93% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.08% | +0.04% | +5.27% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -0.12% | +13.28% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.07% | +0.03% | +2.56% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.07% | +0.01% | -0.13% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | +0.01% | +1.67% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | -0.03% | +399.60% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.96% | +0.19% | +9.36% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | -0.02% | -0.63% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.89% | -0.15% | +4.26% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.88% | -0.04% | +2.17% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.82% | +0.03% | +9.09% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | -0.09% | +4.93% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.80% | EXIT | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.75% | -0.02% | +1.52% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | -0.04% | +4.58% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.02% | +7.26% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.68% | +0.92% | -47.64% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | +0.03% | +1.66% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.12% | +1.49% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.03% | +1.09% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.02% | -1.93% | |
| 44 | VDE | Vanguard Energy ETF | ETF-Other | 0.55% | +0.79% | -52.06% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | -0.18% | -23.07% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.14% | -1.29% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.02% | +0.64% | |
| 48 | AVDE | Avantis International Equity | ETF-Other | 0.43% | +0.01% | -11.88% | |
| 49 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.39% | -0.05% | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.04% | +12.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.4% | +90.44% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +11.52% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | +2.17% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +5.48% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | +2.22% | Add |
| 6 | AMD | Advanced Micro Devices | +0.3% | +12.54% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +12.78% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +13.28% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.39% | Add |
| 10 | VO | Vanguard Mid-cap ETF | +0.2% | +399.60% | Add |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +17.51% | Add |
| 12 | AMAT | Applied Materials Inc | +0.2% | -23.07% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | +2.62% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +47.55% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -0.63% | Trim |
| 16 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 17 | EEM | Ishares Msci Emerging Market | +0.1% | +9.09% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | +13.03% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.65% | Add |
| 20 | KLAC | Kla CORP | +0.1% | +900.00% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +5.14% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +1.90% | Add |
| 23 | OMC | Omnicom Group | +0.1% | +4065.83% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +303.71% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.87% | Add |
| 26 | AVEM | Avantis Emerging Markets Eq | +0.1% | +1.52% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +9.79% | Add |
| 28 | GLW | Corning Inc | +0.1% | +0.07% | Add |
| 29 | INTC | Intel CORP | +0.1% | +13.67% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.70% | Add |
| 31 | MDY | State Street Spdr S&p Midcap | 0% | +4.26% | Add |
| 32 | VB | Vanguard Small-cap ETF | 0% | +4.58% | Add |
| 33 | AVGO | Broadcom Inc | 0% | +1.09% | Add |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | +9.34% | Add |
| 35 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 36 | SU | Suncor Energy Inc | 0% | NEW | New buy |
| 37 | BCI | Abrdn Bloomberg All Commodit | 0% | NEW | New buy |
| 38 | SGOL | Abrdn Physical Gold Shares | 0% | NEW | New buy |
| 39 | MFC | Manulife Financial CORP | 0% | +1039.31% | Add |
| 40 | CAT | Caterpillar Inc | 0% | -3.16% | Trim |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.24% | Trim |
| 42 | ICE | Intercontinental Exchange In | 0% | +111.90% | Add |
| 43 | MRVL | Marvell Technology Inc | 0% | +0.12% | Add |
| 44 | C | Citigroup Inc | 0% | +69.25% | Add |
| 45 | VSNT | Versant Media Group Inc | 0% | +122.71% | Add |
| 46 | MELI | Mercadolibre Inc | 0% | +766.67% | Add |
| 47 | VTV | Vanguard Value ETF | 0% | +4.28% | Add |
| 48 | BAC | Bank Of America CORP | 0% | +0.64% | Add |
| 49 | BA | Boeing Co/the | 0% | +14.26% | Add |
| 50 | ETN | Eaton Corporation plc | 0% | +6.84% | Add |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 886 disclosed positions in Q2 2026.
During Q2 2026, Grove Bank & Trust's top holdings by market value included VOO (9.4%)、AAPL (4.8%)、IJH (4.6%). The largest single position, VOO, represented 9.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, IJH) accounted for 26.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
AZN
市值: $1.1M
Top Position Liquidated / Trimmed
HON
前期市值: $1.9M
In Q2 2026, Grove Bank & Trust made 187 total portfolio adjustments, initiating 8 new buys, adding to 102 positions, trimming 69 holdings, and fully liquidating 8 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.