§ 13F · FUND PROFILE
Grove Bank & Trust.
AUM · $1.0B (13F)Positions · 1039Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 128K | $88M | 8.7% | +12% |
| 2 | IJH | ISHARES TR | 590K | $46M | 4.5% | +1% |
| 3 | IJR | ISHARES TR | 272K | $40M | 4.0% | +2% |
| 4 | IEFA | ISHARES TR | 344K | $33M | 3.3% | +13% |
| 5 | IVV | ISHARES TR | 42K | $32M | 3.1% | −1% |
| 6 | AAPL | APPLE INC | 104K | $30M | 3.0% | +3% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 515K | $30M | 3.0% | +90% |
| 8 | IEMG | ISHARES INC | 358K | $30M | 2.9% | +5% |
| 9 | NVDA | NVIDIA CORPORATION | 106K | $21M | 2.1% | +2% |
| 10 | AAPL | APPLE INC | 62K | $18M | 1.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GROVE SIGNAL
AC read
Grove Bank & Trust is a Dealer / Bank fund managing $1.0 billion in assets. The fund runs a massive portfolio of 1,039 positions.
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