Grove Bank & Trust

13F filer · CIK 0001662212

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$1.01BU.S. long equity reported on 13F

Positions77063 new · 38 closed

Net flow last quarter+$7.7MBuys minus sells

Top 10 positions weight17.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026770 positions
AAPLApple Inc.	$48M	4.76%	0.00%	+2.6%	Q4 2015
NVDANvidia Corp	$22.9M	2.27%	0.00%	+1.9%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$17M	1.69%	Not reported	+4.7%	Q4 2015
GOOGLAlphabet Inc.	$15.8M	1.57%	0.00%	+3.4%	Q4 2015
AMZNAmazon Com Inc	$14.5M	1.44%	0.00%	+5.1%	Q4 2015
MSFTMicrosoft Corp	$13.9M	1.38%	0.00%	+6.8%	Q4 2015
IAUIshares Gold Trust	$11.8M	1.17%	0.02%	+6.9%	Q4 2019
GOOGAlphabet Inc.	$10.8M	1.07%	Not reported	+13.3%	Q4 2015
JPMJPMorgan Chase & Co	$10.1M	1.00%	0.00%	+1.7%	Q4 2015
GLDSPDR Gold Trust	$9.64M	0.96%	0.01%	+9.4%	Q1 2016
LLYELI LILLY & Co	$9.08M	0.90%	0.00%	-0.6%	Q4 2015
MDYSPDR S&P Midcap 400 ETF Trust	$8.94M	0.89%	Not reported	+4.3%	Q4 2015
MUMicron Technology Inc	$8.82M	0.88%	0.00%	+2.2%	Q4 2015
XOMExxonMobil Holdings Corp	$8.07M	0.80%	0.00%	-3.3%	Q4 2015
COSTCostco Wholesale Corp	$6.93M	0.69%	0.00%	+7.3%	Q4 2015
METAMeta Platforms, Inc.	$6.26M	0.62%	Not reported	+1.5%	Q4 2015
AVGOBroadcom Inc.	$5.79M	0.57%	0.00%	+1.1%	Q1 2016
VVisa Inc.	$5.55M	0.55%	0.00%	-1.9%	Q4 2015
AMATApplied Materials Inc	$4.82M	0.48%	0.00%	-23.1%	Q4 2016
TSLATesla, Inc.	$4.75M	0.47%	0.00%	-1.3%	Q1 2021
BACBank of America Corp	$4.39M	0.44%	0.00%	+0.6%	Q4 2015
IRTIndependence Realty Trust, Inc.	$3.95M	0.39%	0.10%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$3.93M	0.39%	0.00%	+12.5%	Q2 2020
ABBVAbbVie Inc.	$3.86M	0.38%	0.00%	-0.5%	Q4 2015
JNJJohnson & Johnson	$3.86M	0.38%	0.00%	+11.1%	Q4 2015
ANAutonation, Inc.	$3.53M	0.35%	0.06%	-5.0%	Q4 2025
HDHome Depot, Inc.	$3.36M	0.33%	0.00%	+1.8%	Q4 2015
MAMastercard Inc	$3.18M	0.32%	0.00%	-7.4%	Q4 2015
CVXChevron Corp	$3.15M	0.31%	0.00%	-3.6%	Q4 2015
ORCLOracle Corp	$2.95M	0.29%	0.00%	-8.6%	Q4 2015
BRK.BBerkshire Hathaway Inc	$2.94M	0.29%	Not reported	+14.6%	Q4 2015
WMTWalmart Inc.	$2.69M	0.27%	0.00%	+9.0%	Q4 2015
CSCOCisco Systems, Inc.	$2.57M	0.25%	0.00%	+47.6%	Q4 2015
IBMInternational Business Machines Corp	$2.56M	0.25%	0.00%	+2.1%	Q4 2015
AXPAmerican Express Co	$2.42M	0.24%	0.00%	+2.7%	Q4 2015
PGPROCTER & GAMBLE Co	$2.4M	0.24%	0.00%	+0.3%	Q4 2015
SHOPShopify Inc.	$2.37M	0.23%	0.01%	-3.1%	Q4 2022
DISWalt Disney Co	$2.34M	0.23%	0.00%	-7.8%	Q4 2015
BABoeing Co	$2.22M	0.22%	0.00%	+14.3%	Q1 2016
KLACKla Corp	$2.16M	0.21%	0.00%	Not reported	Q4 2016
NFLXNetflix Inc	$2.15M	0.21%	0.00%	+0.5%	Q4 2015
MRKMerck & Co., Inc.	$2M	0.20%	0.00%	+5.1%	Q4 2015
ETNEaton Corp plc	$1.99M	0.20%	0.00%	+6.8%	Q4 2015
TXNTexas Instruments Inc	$1.99M	0.20%	0.00%	-20.9%	Q4 2016
LRCXLam Research Corp	$1.92M	0.19%	0.00%	+13.0%	Q2 2017
TTTrane Technologies plc	$1.86M	0.18%	0.00%	Not reported	Q1 2020
NEENextera Energy Inc	$1.76M	0.17%	0.00%	+12.5%	Q4 2015
CATCaterpillar Inc	$1.76M	0.17%	0.00%	-3.2%	Q4 2016
PEPPepsico Inc	$1.74M	0.17%	0.00%	+3.5%	Q4 2015
UNHUnitedhealth Group Inc	$1.65M	0.16%	0.00%	+9.8%	Q4 2015

Q1 2026Reported Apr 8, 2026744 positions
AAPLApple Inc.	$41M	4.64%	0.00%	-1.8%	Q4 2015
NVDANvidia Corp	$19.6M	2.21%	0.00%	-2.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$14.1M	1.60%	Not reported	-2.5%	Q4 2015
IAUIshares Gold Trust	$12.9M	1.46%	0.02%	+0.9%	Q4 2019
MSFTMicrosoft Corp	$12.9M	1.46%	0.00%	-2.0%	Q4 2015
GOOGLAlphabet Inc.	$12.3M	1.39%	0.00%	+5.8%	Q4 2015
AMZNAmazon Com Inc	$12.1M	1.37%	0.00%	-5.4%	Q4 2015
XOMExxonMobil Holdings Corp	$10.4M	1.17%	0.00%	-0.3%	Q4 2015
GLDSPDR Gold Trust	$10.3M	1.16%	0.01%	-2.8%	Q1 2016
JPMJPMorgan Chase & Co	$8.94M	1.01%	0.00%	+2.5%	Q4 2015
GOOGAlphabet Inc.	$7.74M	0.88%	Not reported	-4.6%	Q4 2015
MDYSPDR S&P Midcap 400 ETF Trust	$7.52M	0.85%	Not reported	-1.9%	Q4 2015
LLYELI LILLY & Co	$7.01M	0.79%	0.00%	-3.7%	Q4 2015
COSTCostco Wholesale Corp	$6.88M	0.78%	0.00%	+1.4%	Q4 2015
METAMeta Platforms, Inc.	$6.26M	0.71%	Not reported	+13.0%	Q4 2015
VVisa Inc.	$4.98M	0.56%	0.00%	+2.7%	Q4 2015
AVGOBroadcom Inc.	$4.69M	0.53%	0.00%	-8.4%	Q1 2016
TSLATesla, Inc.	$4.25M	0.48%	0.00%	+25.3%	Q1 2021
CVXChevron Corp	$4.08M	0.46%	0.00%	-9.1%	Q4 2015
ANAutonation, Inc.	$3.91M	0.44%	0.06%	Not reported	Q4 2025
BACBank of America Corp	$3.73M	0.42%	0.00%	+0.1%	Q4 2015
IRTIndependence Realty Trust, Inc.	$3.53M	0.40%	0.10%	-16.6%	Q4 2024
ABBVAbbVie Inc.	$3.35M	0.38%	0.00%	+3.5%	Q4 2015
JNJJohnson & Johnson	$3.34M	0.38%	0.00%	+1.6%	Q4 2015
MAMastercard Inc	$3.34M	0.38%	0.00%	-9.3%	Q4 2015
ORCLOracle Corp	$3.24M	0.37%	0.00%	-19.0%	Q4 2015
HDHome Depot, Inc.	$3.07M	0.35%	0.00%	+5.8%	Q4 2015
AMATApplied Materials Inc	$2.96M	0.33%	0.00%	+2.0%	Q4 2016
NFLXNetflix Inc	$2.88M	0.33%	0.00%	+17.2%	Q4 2015
WMTWalmart Inc.	$2.71M	0.31%	0.00%	+2.5%	Q4 2015
DISWalt Disney Co	$2.54M	0.29%	0.00%	+8.1%	Q4 2015
SHOPShopify Inc.	$2.54M	0.29%	0.01%	+1.2%	Q4 2022
MUMicron Technology Inc	$2.53M	0.29%	0.00%	-1.4%	Q4 2015
BRK.BBerkshire Hathaway Inc	$2.46M	0.28%	Not reported	+6.3%	Q4 2015
PGPROCTER & GAMBLE Co	$2.36M	0.27%	0.00%	-0.4%	Q4 2015
IBMInternational Business Machines Corp	$2.17M	0.24%	0.00%	-1.2%	Q4 2015
AXPAmerican Express Co	$2.11M	0.24%	0.00%	+14.7%	Q4 2015
ABTAbbott Laboratories	$2.1M	0.24%	0.00%	-23.5%	Q4 2015
PEPPepsico Inc	$1.93M	0.22%	0.00%	+10.7%	Q4 2015
HONHoneywell International Inc	$1.92M	0.22%	0.00%	+12.4%	Q4 2015
COPConocophillips	$1.79M	0.20%	0.00%	-0.5%	Q4 2015
BABoeing Co	$1.79M	0.20%	0.00%	+27.3%	Q1 2016
MRKMerck & Co., Inc.	$1.78M	0.20%	0.00%	-0.4%	Q4 2015
NEENextera Energy Inc	$1.66M	0.19%	0.00%	-2.3%	Q4 2015
TXNTexas Instruments Inc	$1.64M	0.19%	0.00%	+3.3%	Q4 2016
TTTrane Technologies plc	$1.58M	0.18%	0.00%	-0.2%	Q1 2020
ETNEaton Corp plc	$1.56M	0.18%	0.00%	Not reported	Q4 2015
REGNRegeneron Pharmaceuticals, Inc.	$1.56M	0.18%	0.00%	+21.9%	Q4 2016
PMPhilip Morris International Inc.	$1.47M	0.17%	0.00%	Not reported	Q4 2015
RTXRTX Corp	$1.44M	0.16%	0.00%	-23.1%	Q3 2021

Q4 2025Reported Jan 8, 2026742 positions
AAPLApple Inc.	$44.7M	5.03%	0.00%	+0.5%	Q4 2015
NVDANvidia Corp	$21.4M	2.41%	0.00%	+6.2%	Q4 2016
MSFTMicrosoft Corp	$17.2M	1.93%	0.00%	-2.2%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$15.2M	1.71%	Not reported	-0.1%	Q4 2015
AMZNAmazon Com Inc	$14.2M	1.59%	0.00%	-2.8%	Q4 2015
GOOGLAlphabet Inc.	$12.7M	1.43%	0.00%	+22.8%	Q4 2015
IAUIshares Gold Trust	$11.8M	1.33%	0.02%	+2.2%	Q4 2019
GLDSPDR Gold Trust	$9.76M	1.10%	0.01%	+3.2%	Q1 2016
JPMJPMorgan Chase & Co	$9.55M	1.07%	0.00%	0.0%	Q4 2015
GOOGAlphabet Inc.	$8.88M	1.00%	Not reported	-11.5%	Q4 2015
LLYELI LILLY & Co	$8.5M	0.96%	0.00%	-16.6%	Q4 2015
MDYSPDR S&P Midcap 400 ETF Trust	$7.5M	0.84%	Not reported	-0.2%	Q4 2015
XOMExxonMobil Holdings Corp	$7.37M	0.83%	0.00%	+0.5%	Q4 2015
METAMeta Platforms, Inc.	$6.4M	0.72%	Not reported	+52.0%	Q4 2015
COSTCostco Wholesale Corp	$5.87M	0.66%	0.00%	-1.9%	Q4 2015
AVGOBroadcom Inc.	$5.72M	0.64%	0.00%	-21.5%	Q1 2016
VVisa Inc.	$5.63M	0.63%	0.00%	+3.0%	Q4 2015
ORCLOracle Corp	$5.31M	0.60%	0.00%	-4.2%	Q4 2015
IRTIndependence Realty Trust, Inc.	$4.96M	0.56%	0.12%	Not reported	Q4 2024
BACBank of America Corp	$4.2M	0.47%	0.00%	-0.6%	Q4 2015
MAMastercard Inc	$4.2M	0.47%	0.00%	-24.6%	Q4 2015
ANAutonation, Inc.	$4.13M	0.46%	0.06%	New	Q4 2025
TSLATesla, Inc.	$4.11M	0.46%	0.00%	+142.4%	Q1 2021
ABBVAbbVie Inc.	$3.41M	0.38%	0.00%	+0.5%	Q4 2015
SHOPShopify Inc.	$3.4M	0.38%	0.01%	-17.1%	Q4 2022
ABTAbbott Laboratories	$3.36M	0.38%	0.00%	-20.0%	Q4 2015
CVXChevron Corp	$3.3M	0.37%	0.00%	-2.5%	Q4 2015
HDHome Depot, Inc.	$3.04M	0.34%	0.00%	-2.7%	Q4 2015
JNJJohnson & Johnson	$2.78M	0.31%	0.00%	-0.5%	Q4 2015
DISWalt Disney Co	$2.77M	0.31%	0.00%	+31.1%	Q4 2015
IBMInternational Business Machines Corp	$2.68M	0.30%	0.00%	+6.6%	Q4 2015
BRK.BBerkshire Hathaway Inc	$2.43M	0.27%	Not reported	+0.9%	Q4 2015
NFLXNetflix Inc	$2.39M	0.27%	0.00%	+48.0%	Q4 2015
WMTWalmart Inc.	$2.37M	0.27%	0.00%	+3.3%	Q4 2015
PGPROCTER & GAMBLE Co	$2.35M	0.26%	0.00%	-0.4%	Q4 2015
AXPAmerican Express Co	$2.25M	0.25%	0.00%	-0.1%	Q4 2015
AMATApplied Materials Inc	$2.18M	0.25%	0.00%	+1.3%	Q4 2016
MUMicron Technology Inc	$2.17M	0.24%	0.00%	+0.1%	Q4 2015
RTXRTX Corp	$1.78M	0.20%	0.00%	-11.7%	Q3 2021
ACNAccenture plc	$1.69M	0.19%	0.00%	-33.2%	Q4 2015
ISRGIntuitive Surgical Inc	$1.66M	0.19%	0.00%	+129.4%	Q4 2016
PEPPepsico Inc	$1.61M	0.18%	0.00%	+38.5%	Q4 2015
NOWServiceNow, Inc.	$1.59M	0.18%	0.00%	-27.2%	Q2 2017
MRKMerck & Co., Inc.	$1.56M	0.18%	0.00%	-0.9%	Q4 2015
CRMSalesforce, Inc.	$1.56M	0.18%	0.00%	+62.9%	Q4 2015
BABoeing Co	$1.53M	0.17%	0.00%	+488.2%	Q1 2016
TTTrane Technologies plc	$1.48M	0.17%	0.00%	-0.9%	Q1 2020
HONHoneywell International Inc	$1.47M	0.17%	0.00%	+74.6%	Q4 2015
NEENextera Energy Inc	$1.47M	0.17%	0.00%	-1.3%	Q4 2015
PMPhilip Morris International Inc.	$1.43M	0.16%	0.00%	-0.8%	Q4 2015

Q3 2025Reported Oct 6, 2025713 positions
AAPLApple Inc.	$41.7M	4.88%	0.00%	-0.3%	Q4 2015
NVDANvidia Corp	$20.2M	2.36%	0.00%	+12.7%	Q4 2016
MSFTMicrosoft Corp	$18.8M	2.20%	0.00%	-3.4%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$14.9M	1.74%	Not reported	-0.8%	Q4 2015
AMZNAmazon Com Inc	$13.8M	1.62%	0.00%	-7.5%	Q4 2015
IAUIshares Gold Trust	$10.3M	1.21%	0.02%	+6.8%	Q4 2019
JPMJPMorgan Chase & Co	$9.35M	1.09%	0.00%	-5.1%	Q4 2015
GLDSPDR Gold Trust	$8.48M	0.99%	0.01%	+5.4%	Q1 2016
GOOGLAlphabet Inc.	$8.01M	0.94%	0.00%	-4.1%	Q4 2015
ORCLOracle Corp	$7.99M	0.93%	0.00%	-15.8%	Q4 2015
GOOGAlphabet Inc.	$7.78M	0.91%	Not reported	-11.9%	Q4 2015
MDYSPDR S&P Midcap 400 ETF Trust	$7.42M	0.87%	Not reported	+1.0%	Q4 2015
LLYELI LILLY & Co	$7.23M	0.85%	0.00%	-3.3%	Q4 2015
AVGOBroadcom Inc.	$6.95M	0.81%	0.00%	+79.0%	Q1 2016
XOMExxonMobil Holdings Corp	$6.87M	0.80%	0.00%	-5.1%	Q4 2015
COSTCostco Wholesale Corp	$6.43M	0.75%	0.00%	-0.1%	Q4 2015
MAMastercard Inc	$5.56M	0.65%	0.00%	-5.3%	Q4 2015
VVisa Inc.	$5.33M	0.62%	0.00%	-15.1%	Q4 2015
METAMeta Platforms, Inc.	$4.68M	0.55%	Not reported	+1.2%	Q4 2015
IRTIndependence Realty Trust, Inc.	$4.65M	0.54%	0.12%	Not reported	Q4 2024
ABTAbbott Laboratories	$4.48M	0.52%	0.00%	-16.8%	Q4 2015
BACBank of America Corp	$3.97M	0.46%	0.00%	0.0%	Q4 2015
SHOPShopify Inc.	$3.79M	0.44%	0.01%	-20.6%	Q4 2022
HDHome Depot, Inc.	$3.68M	0.43%	0.00%	-2.5%	Q4 2015
CVXChevron Corp	$3.45M	0.40%	0.00%	+9.2%	Q4 2015
ABBVAbbVie Inc.	$3.44M	0.40%	0.00%	-0.8%	Q4 2015
NOWServiceNow, Inc.	$2.63M	0.31%	0.00%	-5.7%	Q2 2017
PGPROCTER & GAMBLE Co	$2.53M	0.30%	0.00%	-0.4%	Q4 2015
JNJJohnson & Johnson	$2.51M	0.29%	0.00%	-0.2%	Q4 2015
ZTSZoetis Inc.	$2.46M	0.29%	0.00%	-14.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$2.4M	0.28%	Not reported	-0.1%	Q4 2015
IBMInternational Business Machines Corp	$2.39M	0.28%	0.00%	-0.5%	Q4 2015
ACNAccenture plc	$2.33M	0.27%	0.00%	-7.9%	Q4 2015
DISWalt Disney Co	$2.13M	0.25%	0.00%	Not reported	Q4 2015
WMTWalmart Inc.	$2.12M	0.25%	0.00%	+0.2%	Q4 2015
NFLXNetflix Inc	$2.07M	0.24%	0.00%	-31.6%	Q4 2015
AXPAmerican Express Co	$2.02M	0.24%	0.00%	-2.4%	Q4 2015
MSCIMSCI Inc.	$2.02M	0.24%	0.00%	-8.9%	Q2 2020
UBERUber Technologies, Inc	$1.98M	0.23%	0.00%	+48.6%	Q1 2023
ADBEAdobe Inc.	$1.92M	0.22%	0.00%	-38.9%	Q2 2016
SBUXStarbucks Corp	$1.85M	0.22%	0.00%	-12.4%	Q4 2015
RTXRTX Corp	$1.83M	0.21%	0.00%	-7.2%	Q3 2021
ABNBAirbnb, Inc.	$1.77M	0.21%	Not reported	-35.3%	Q3 2021
IDXXIdexx Laboratories Inc	$1.75M	0.20%	0.00%	-6.0%	Q4 2022
AMATApplied Materials Inc	$1.72M	0.20%	0.00%	+14.9%	Q4 2016
TSLATesla, Inc.	$1.68M	0.20%	0.00%	+15.9%	Q1 2021
ETNEaton Corp plc	$1.65M	0.19%	0.00%	Not reported	Q4 2015
TTTrane Technologies plc	$1.62M	0.19%	0.00%	Not reported	Q1 2020
INTUIntuit Inc.	$1.61M	0.19%	0.00%	+137.7%	Q4 2016
AONAon plc	$1.56M	0.18%	0.00%	-17.9%	Q4 2016

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