Grove Bank & Trust holds a diversified book of 886 stocks worth $1.0B as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 9% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Grove Bank & Trust's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Grove Bank & Trust
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $865.2B |
| MORGAN STANLEY | 80 / 80 | $707.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $622.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $554.6B |
| Bank of New York Mellon Corp | 80 / 80 | $241.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $234.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $233.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $194.0B |
Ranked by how many of Grove Bank & Trust's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $95.1M | 138.5K | 9.4% | ▲+12% Added · +14K sh | |
| 2 | Apple Inc COM | $48.0M | 165.8K | 4.8% | ▲+2.6% Added · +4K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $46.8M | 606.8K | 4.6% | ▲+0.7% Added · +4K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $41.9M | 282.8K | 4.2% | ▲+2.2% Added · +6K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $36.4M | 376.4K | 3.6% | ▲+13% Added · +43K sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $34.2M | 586.9K | 3.4% | ▲+90% Added · +279K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $33.0M | 44.1K | 3.3% | ▼−1.1% Reduced · −495 sh | |
| 8 | Ishares Inc CORE MSCI EMKT | $32.5M | 392.0K | 3.2% | ▲+5.5% Added · +20K sh | |
| 9 | Nvidia Corporation COM | $22.9M | 114.2K | 2.3% | ▲+1.9% Added · +2K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $17.0M | 22.8K | 1.7% | ▲+4.7% Added · +1K sh | |
| 11 | Ishares TR RUS 1000 GRW ETF | $16.8M | 135.1K | 1.7% | ▲+304% Added · +102K sh | |
| 12 | Alphabet Inc CAP STK CL A | $15.8M | 44.3K | 1.6% | ▲+3.4% Added · +1K sh | |
| 13 | Vanguard Mun BD FDS TAX EXEMPT BD | $14.7M | 290.5K | 1.5% | ▲+0.3% Added · +872 sh | |
| 14 | Amazon Com Inc COM | $14.5M | 61.0K | 1.4% | ▲+5.1% Added · +3K sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $14.0M | 177.5K | 1.4% | ▲+4.8% Added · +8K sh | |
| 16 | Microsoft Corp COM | $13.9M | 37.2K | 1.4% | ▲+6.8% Added · +2K sh | |
| 17 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $13.6M | 227.6K | 1.3% | ▲+18% Added · +34K sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.9M | 181.7K | 1.3% | ▲+6.9% Added · +12K sh | |
| 19 | Vanguard Index FDS VALUE ETF | $12.9M | 59.1K | 1.3% | ▲+4.3% Added · +2K sh | |
| 20 | Ishares TR BROAD USD HIGH | $12.6M | 341.7K | 1.3% | ▲+3.1% Added · +10K sh | |
| 21 | Ishares TR SHRT NAT MUN ETF | $12.5M | 117.0K | 1.2% | ▲+1.4% Added · +2K sh | |
| 22 | Ishares Gold TR ISHARES NEW | $11.8M | 156.6K | 1.2% | ▲+6.9% Added · +10K sh | |
| 23 | First TR Exchange-Traded FD FST LOW OPPT EFT | $10.9M | 219.4K | 1.1% | ▲+5.3% Added · +11K sh | |
| 24 | Alphabet Inc CAP STK CL C | $10.8M | 30.6K | 1.1% | ▲+13% Added · +4K sh | |
| 25 | Ishares TR MSCI EAFE ETF | $10.8M | 103.8K | 1.1% | ▲+2.5% Added · +3K sh | |
| 26 | Ishares TR CORE S&P TTL STK | $10.8M | 65.5K | 1.1% | ▼−0.1% Reduced · −88 sh | |
| 27 | JPMorgan Chase & Co COM | $10.1M | 30.9K | 1.0% | ▲+1.7% Added · +507 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $9.9M | 122.4K | 1.0% | ▲+400% Added · +98K sh | |
| 29 | SPDR Gold TR GOLD SHS | $9.6M | 26.2K | 1.0% | ▲+9.4% Added · +2K sh | |
| 30 | Eli Lilly & Co COM | $9.1M | 7.6K | 0.9% | ▼−0.6% Reduced · −48 sh | |
| 31 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $8.9M | 12.7K | 0.9% | ▲+4.3% Added · +519 sh | |
| 32 | Micron Technology Inc COM | $8.8M | 7.6K | 0.9% | ▲+2.2% Added · +162 sh | |
| 33 | Ishares TR MSCI EMG MKT ETF | $8.3M | 121.5K | 0.8% | ▲+9.1% Added · +10K sh | |
| 34 | Vanguard BD Index FDS TOTAL BND MRKT | $8.2M | 111.5K | 0.8% | ▲+4.9% Added · +5K sh | |
| 35 | Exxon Mobil Corp COM | $8.1M | 59.0K | 0.8% | ▼−3.3% Reduced · −2K sh | |
| 36 | American Centy ETF TR AVANTIS EMGMKT | $7.6M | 78.4K | 0.7% | ▲+1.5% Added · +1K sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $7.5M | 24.8K | 0.7% | ▲+4.6% Added · +1K sh | |
| 38 | Costco Wholesale Corporation COM | $6.9M | 7.4K | 0.7% | ▲+7.3% Added · +501 sh | |
| 39 | Select Sector SPDR TR STATE STREET ENE | $6.9M | 129.4K | 0.7% | ▼−48% Reduced · −118K sh | |
| 40 | Ishares TR CORE US AGGBD ET | $6.4M | 64.5K | 0.6% | ▲+1.7% Added · +1K sh | |
| 41 | Meta Platforms Inc CL A | $6.3M | 11.1K | 0.6% | ▲+1.5% Added · +163 sh | |
| 42 | Broadcom Inc COM | $5.8M | 15.3K | 0.6% | ▲+1.1% Added · +165 sh | |
| 43 | Visa Inc COM CL A | $5.5M | 16.2K | 0.6% | ▼−1.9% Reduced · −319 sh | |
| 44 | Vanguard World FD ENERGY ETF | $5.5M | 36.8K | 0.5% | ▼−52% Reduced · −40K sh | |
| 45 | Applied Matls Inc COM | $4.8M | 6.7K | 0.5% | ▼−23% Reduced · −2K sh | |
| 46 | Tesla Inc COM | $4.8M | 11.3K | 0.5% | ▼−1.3% Reduced · −148 sh | |
| 47 | Bank Of Amer Corp COM | $4.4M | 77.0K | 0.4% | ▲+0.6% Added · +490 sh | |
| 48 | American Centy ETF TR INTL EQT ETF | $4.3M | 48.5K | 0.4% | ▼−12% Reduced · −7K sh | |
| 49 | Independence Rlty TR Inc COM | $4.0M | 236.7K | 0.4% | —Held | |
| 50 | Advanced Micro Devices Inc COM | $3.9M | 6.8K | 0.4% | ▲+13% Added · +753 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1662212/holdings"
Use Arkolith to show Grove Bank & Trust's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 1,039 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 1,007 | $884.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 975 | $889.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 953 | $854.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 979 | $801.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 970 | $748.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 873 | $720.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 819 | $677.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.