Grove Bank & Trust Top Holdings and 13F Report (2026) About Grove Bank & TrustInvestment ActivityGrove Bank & Trust has $884.38 million in total holdings as of March 31, 2026.Grove Bank & Trust owns shares of 856 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 6.18% of the portfolio was purchased this quarter.About 5.04% of the portfolio was sold this quarter.This quarter, Grove Bank & Trust has purchased 856 new stocks and bought additional shares in 251 stocks.Grove Bank & Trust sold shares of 184 stocks and completely divested from 43 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $74,210,332Apple $41,000,536iShares Core S&P Mid-Cap ETF $40,692,025iShares Core S&P Small-Cap ETF $34,392,102iShares Core MSCI EAFE ETF $30,214,930 Largest New Holdings this Quarter G3265R107 - APTIV PLC $467,193 Holding925283103 - VERSANT MEDIA GROUP INC $261,287 Holding904767803 - UNILEVER PLC $210,504 HoldingF92124100 - TOTALENERGIES SE $168,950 Holding83443Q103 - SOLSTICE ADVANCED MATLS INC $61,385 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 307,860 shares (about $18.02M)Energy Select Sector SPDR Fund 131,273 shares (about $8.04M)Vanguard Energy ETF 40,455 shares (about $7.00M)Vanguard S&P 500 ETF 2,687 shares (about $1.61M)iShares Core MSCI EAFE ETF 10,257 shares (about $928.57K) Largest Sales this Quarter Vanguard Real Estate ETF 99,789 shares (about $8.85M)Schwab U.S. REIT ETF 391,829 shares (about $8.42M)iShares Core S&P Mid-Cap ETF 93,736 shares (about $6.33M)Vanguard Mid-Cap ETF 5,632 shares (about $1.62M)Airbnb 6,686 shares (about $844.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrove Bank & Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$74,210,332$1,605,617 ▲2.2%124,1918.4%ETFAAPLApple$41,000,536$743,858 ▼-1.8%161,5534.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$40,692,025$6,329,992 ▼-13.5%602,5774.6%ETFIJRiShares Core S&P Small-Cap ETF$34,392,102$11,064 ▼0.0%276,6643.9%ETFIEFAiShares Core MSCI EAFE ETF$30,214,930$928,566 ▲3.2%333,7563.4%ETFIVViShares Core S&P 500 ETF$29,110,304$806,061 ▼-2.7%44,5653.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$25,925,238$864,272 ▲3.4%371,6882.9%ETFNVDANVIDIA$19,550,763$463,730 ▼-2.3%112,1032.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$18,040,857$18,022,124 ▲96,206.3%308,1802.0%ETFXLEEnergy Select Sector SPDR Fund$15,140,103$8,041,784 ▲113.3%247,1451.7%ETFVTEBVanguard Tax-Exempt Bond ETF$14,448,443$240,969 ▲1.7%289,6061.6%ETFIWFiShares Russell 1000 Growth ETF$14,266,491$123,656 ▼-0.9%33,4581.6%ETFSPYSPDR S&P 500 ETF Trust$14,145,546$357,687 ▼-2.5%21,7511.6%FinanceVCSHVanguard Short-Term Corporate Bond ETF$13,424,137$719,455 ▲5.7%169,3471.5%ETFVDEVanguard Energy ETF$13,287,742$7,000,333 ▲111.3%76,7901.5%ETFIAUiShares Gold Trust$12,912,619$111,522 ▲0.9%146,4681.5%FinanceMSFTMicrosoft$12,894,502$257,638 ▼-2.0%34,8341.5%Computer and TechnologyGOOGLAlphabet$12,311,594$670,590 ▲5.8%42,8141.4%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$12,290,740$181,689 ▲1.5%115,4061.4%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$12,204,871$657,815 ▲5.7%331,2941.4%ETFAMZNAmazon.com$12,087,158$688,957 ▼-5.4%58,0361.4%Retail/WholesaleVTVVanguard Value ETF$11,119,831$171,086 ▲1.6%56,6761.3%ETFVEAVanguard FTSE Developed Markets ETF$10,895,394$442,216 ▲4.2%170,0281.2%ETFVWOVanguard FTSE Emerging Markets ETF$10,467,269$433,373 ▲4.3%193,6591.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$10,382,247$584,122 ▲6.0%208,4371.2%ManufacturingXOMExxonMobil$10,355,537$30,030 ▼-0.3%61,0371.2%EnergyGLDSPDR Gold Shares$10,296,840$299,052 ▼-2.8%23,9301.2%FinanceEFAiShares MSCI EAFE ETF$9,827,905$126,755 ▲1.3%101,1831.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$9,338,423$42,302 ▼-0.5%65,5651.1%ETFJPMJPMorgan Chase & Co.$8,937,757$216,208 ▲2.5%30,3841.0%FinanceBNDVanguard Total Bond Market ETF$7,826,311$486,760 ▲6.6%106,2780.9%ETFGOOGAlphabet$7,744,073$371,197 ▼-4.6%26,9960.9%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,518,304$146,172 ▼-1.9%12,1900.9%ETFVOVanguard Mid-Cap ETF$7,038,495$1,617,398 ▼-18.7%24,5090.8%ETFLLYEli Lilly and Company$7,007,728$265,814 ▼-3.7%7,6190.8%MedicalCOSTCostco Wholesale$6,880,350$93,664 ▲1.4%6,9050.8%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$6,327,314$289,515 ▲4.8%111,4160.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$6,298,979$245,892 ▲4.1%63,4530.7%FinanceMETAMeta Platforms$6,263,679$720,312 ▲13.0%10,9480.7%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$6,219,326$596,131 ▲10.6%77,1820.7%ETFVBVanguard Small-Cap ETF$6,198,337$67,837 ▲1.1%23,6650.7%ETFVVisa$4,984,542$129,056 ▲2.7%16,4920.6%Business ServicesAVGOBroadcom$4,690,624$428,981 ▼-8.4%15,1550.5%Computer and TechnologyAVDEAvantis International Equity ETF$4,668,576$252,060 ▲5.7%55,0280.5%ETFTSLATesla$4,254,679$859,114 ▲25.3%11,4450.5%Auto/Tires/TrucksCVXChevron$4,076,344$405,731 ▼-9.1%19,7020.5%EnergyANAutoNation$3,905,2000.0%20,0000.4%Retail/WholesaleBACBank of America$3,731,374$5,168 ▲0.1%76,5410.4%FinanceVNQVanguard Real Estate ETF$3,637,853$8,851,284 ▼-70.9%41,0130.4%ETFIRTIndependence Realty Trust$3,525,059$701,364 ▼-16.6%236,7400.4%FinanceVTIVanguard Total Stock Market ETF$3,414,381$39,780 ▼-1.2%10,6430.4%ETFIWDiShares Russell 1000 Value ETF$3,411,883$96,793 ▼-2.8%15,9680.4%ETFABBVAbbVie$3,354,566$112,007 ▲3.5%15,4240.4%MedicalJNJJohnson & Johnson$3,341,739$53,777 ▲1.6%13,6710.4%MedicalMAMastercard$3,336,230$342,767 ▼-9.3%6,6770.4%Business ServicesORCLOracle$3,244,364$761,736 ▼-19.0%22,0540.4%Computer and TechnologyMUBiShares National Muni Bond ETF$3,199,786$180,773 ▲6.0%30,1440.4%ETFHDHome Depot$3,073,477$167,734 ▲5.8%9,3450.3%Retail/WholesaleAMATApplied Materials$2,961,268$57,079 ▲2.0%8,6640.3%Computer and TechnologyNFLXNetflix$2,875,654$422,675 ▲17.2%29,9080.3%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$2,713,689$127,274 ▼-4.5%27,9100.3%ETFWALMART INC$2,711,665$66,117 ▲2.5%21,8190.3%COMDISWalt Disney$2,539,709$190,543 ▲8.1%26,3510.3%Consumer DiscretionarySHOPIFY INC$2,538,231$29,418 ▲1.2%21,3980.3%CL A SUB VTG SHSMUMicron Technology$2,527,381$36,487 ▼-1.4%7,4810.3%Computer and TechnologyBRK.BBerkshire Hathaway$2,457,817$145,677 ▲6.3%5,1290.3%FinancePGProcter & Gamble$2,359,572$8,955 ▼-0.4%16,3360.3%Consumer StaplesVOEVanguard Mid-Cap Value ETF$2,335,749$662,855 ▼-22.1%12,6750.3%ETFIWMiShares Russell 2000 ETF$2,219,104$46,376 ▼-2.0%8,9480.3%FinanceIBMInternational Business Machines$2,165,027$26,421 ▼-1.2%8,9320.2%Computer and TechnologyAXPAmerican Express$2,108,890$270,115 ▲14.7%6,9720.2%FinanceABTAbbott Laboratories$2,104,222$647,232 ▼-23.5%20,4950.2%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$2,018,5130.0%47,5000.2%ETFPEPPepsiCo$1,925,752$185,727 ▲10.7%12,4010.2%Consumer StaplesVBRVanguard Small-Cap Value ETF$1,921,577$31,067 ▲1.6%8,8450.2%ETFHONHoneywell International$1,917,412$211,338 ▲12.4%8,4830.2%Multi-Sector ConglomeratesCOPConocoPhillips$1,790,316$8,844 ▼-0.5%13,5630.2%EnergyBABoeing$1,789,280$383,332 ▲27.3%8,9900.2%AerospaceMRKMerck & Co., Inc.$1,781,255$6,616 ▼-0.4%14,8080.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,772,957$4,798 ▼-0.3%9,2380.2%ETFNEENextEra Energy$1,658,651$38,824 ▼-2.3%17,8580.2%UtilitiesTXNTexas Instruments$1,636,212$52,030 ▲3.3%8,4280.2%Computer and TechnologyTTTrane Technologies$1,579,445$3,751 ▼-0.2%3,7900.2%ConstructionETNEaton$1,563,7330.0%4,3720.2%IndustrialsREGNRegeneron Pharmaceuticals$1,556,869$279,696 ▲21.9%2,0150.2%MedicalPMPhilip Morris International$1,472,8490.0%8,9080.2%Consumer StaplesRTXRTX$1,436,912$431,903 ▼-23.1%7,4490.2%AerospaceDEDeere & Company$1,417,826$105,900 ▲8.1%2,5170.2%IndustrialsISRGIntuitive Surgical$1,311,978$41,489 ▼-3.1%2,8460.1%MedicalSBUXStarbucks$1,272,716$14,424 ▼-1.1%14,2060.1%Retail/WholesaleIWViShares Russell 3000 ETF$1,260,3120.0%3,4000.1%ETFTJXTJX Companies$1,242,786$19,963 ▼-1.6%7,7820.1%Retail/WholesaleAMDAdvanced Micro Devices$1,221,394$3,865 ▼-0.3%6,0040.1%Computer and TechnologyMSMorgan Stanley$1,220,287$329 ▲0.0%7,4150.1%FinanceCATCaterpillar$1,210,050$48,175 ▼-3.8%1,7080.1%IndustrialsCMECME Group$1,197,349$60,842 ▼-4.8%4,0540.1%FinanceUNPUnion Pacific$1,191,507$81,763 ▲7.4%4,9110.1%TransportationCRMSalesforce$1,187,968$87,922 ▲8.0%6,3640.1%Computer and TechnologyVRTXVertex Pharmaceuticals$1,181,991$251,402 ▲27.0%2,6470.1%MedicalCSCOCisco Systems$1,150,195$3,802 ▲0.3%14,8240.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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