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Grove Bank & Trust

Portfolio Manager
Grove Bank & Trust
Performance
-2.94% (2026 Q1)
AUM (13F)
$884.38M
# of Holdings
856
Performance Rank
Allocation (Top 20)
52.06%

Grove Bank & Trust Holdings Map

Top 50 Grove Bank & Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
8.39%124.2K$74.2M
+2.21%(+2.69K)
2025-Q1: 163.2K shares2025-Q2: 120.3K shares2025-Q3: 119.6K shares2025-Q4: 121.5K shares2026-Q1: 124.2K shares
$384.07(+73.22%)
2026-03-31
AAPL
APPLE INC
4.64%161.6K$41.0M
-1.78%(-2.93K)
2025-Q1: 172.6K shares2025-Q2: 164.3K shares2025-Q3: 163.7K shares2025-Q4: 164.5K shares2026-Q1: 161.6K shares
$100.11(+183.88%)
2026-03-31
IJH
ISHARES TR
4.6%602.6K$40.7M
-13.46%(-93.74K)
2025-Q1: 759.7K shares2025-Q2: 780.5K shares2025-Q3: 616.1K shares2025-Q4: 696.3K shares2026-Q1: 602.6K shares
$46.96(+56.03%)
2026-03-31
IJR
ISHARES TR
3.89%276.7K$34.4M
-0.03%(-89)
2025-Q1: 310.8K shares2025-Q2: 278.4K shares2025-Q3: 279.0K shares2025-Q4: 276.8K shares2026-Q1: 276.7K shares
$80.79(+70.95%)
2026-03-31
IEFA
ISHARES TR
3.42%333.8K$30.2M
+3.17%(+10.26K)
2025-Q1: 199.1K shares2025-Q2: 309.2K shares2025-Q3: 316.2K shares2025-Q4: 323.5K shares2026-Q1: 333.8K shares
$69.92(+36.48%)
2026-03-31
IVV
ISHARES TR
3.29%44.6K$29.1M
-2.69%(-1.23K)
2025-Q1: 38.7K shares2025-Q2: 39.8K shares2025-Q3: 44.3K shares2025-Q4: 45.8K shares2026-Q1: 44.6K shares
$390.93(+85.96%)
2026-03-31
IEMG
ISHARES INC
2.93%371.7K$25.9M
+3.45%(+12.39K)
2025-Q1: 326.9K shares2025-Q2: 352.9K shares2025-Q3: 362.6K shares2025-Q4: 359.3K shares2026-Q1: 371.7K shares
$53.51(+49.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.21%112.1K$19.6M
-2.32%(-2.66K)
2025-Q1: 94.0K shares2025-Q2: 96.0K shares2025-Q3: 108.1K shares2025-Q4: 114.8K shares2026-Q1: 112.1K shares
$46.40(+323.45%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
2.04%308.2K$18.0M
+96206.25%(+307.86K)
2025-Q1: 746 shares2025-Q2: 746 shares2025-Q3: 746 shares2025-Q4: 320 shares2026-Q1: 308.2K shares
$58.63(-0.62%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
1.71%247.1K$15.1M
+113.29%(+131.27K)
2025-Q1: 28.3K shares2025-Q2: 7.3K shares2025-Q3: 102.1K shares2025-Q4: 115.9K shares2026-Q1: 247.1K shares
$48.09(+23.62%)
2026-03-31

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