StockDriftsStockDriftsTop 50 Grove Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.43% | 138.5K | $95.1M | +11.52%(+14.31K) | $408.61(+74.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.76% | 165.8K | $48.0M | +2.62%(+4.23K) | $103.76(+195.55%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.64% | 606.8K | $46.8M | +0.70%(+4.25K) | $47.13(+65.33%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.16% | 282.8K | $41.9M | +2.22%(+6.13K) | $81.96(+81.51%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.61% | 376.4K | $36.4M | +12.78%(+42.67K) | $72.41(+39.53%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.39% | 586.9K | $34.2M | +90.44%(+278.71K) | $58.50(-0.77%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.27% | 44.1K | $33.0M | -1.11%(-495) | $390.93(+98.85%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.22% | 392.0K | $32.5M | +5.48%(+20.36K) | $54.62(+46.86%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.27% | 114.2K | $22.9M | +1.90%(+2.13K) | $48.94(+350.43%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.69% | 22.8K | $17.0M | +4.65%(+1.01K) | $365.40(+111.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.91% | +51.74% | +7.83% | +45.75% |
| Top 20 Holdings Unweighted | +13.33% | +45.55% | +6.96% | +40.02% |
Grove Bank & Trust reports $1.01B in US-listed equity holdings across 886 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.4%), AAPL (4.8%) and IJH (4.6%). The top 20 holdings account for 54.5% of reported assets. Its disclosed equity book has returned +51.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grove Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1662212). View Grove Bank & Trust’s 13F filings on SEC