Grove Bank & Trust
•CIK: 1662212•Filing: Q4 2025
**Grove Bank & Trust** manages $889M across a diversified portfolio of 856 positions. The fund exhibits a significant allocation to broad market exposure, notably holding VOO at $76.2M and IJH at $46.0M. Key technology and growth names anchor the top holdings, including AAPL ($44.7M), IJR ($33.3M), and IVV ($31.4M). This structure suggests a core mandate focused on established market leaders and broad index tracking.
Total AUM
$889.0M
QoQ Performance
+4.0%
Positions
754
Top 10 Concentration
39.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IJH
AAPL
VOO8.6%
IJH5.2%
AAPL5.0%
IJR3.7%
IVV3.5%
IEFA3.3%
IEMG2.7%
NVDA2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.5%
Technology16.0%
ETF14.5%
Consumer4.3%
Financial3.7%
Healthcare3.2%
Energy1.2%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+626 more exited positions
Changes from Q3 2025
NEW2 new positions
↑99 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023