Coconut Grove Bank
Latest statistics and disclosures from Grove Bank & Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, IJH, IJR, IEFA, and represent 26.47% of Grove Bank & Trust's stock portfolio.
- Added to shares of these 10 stocks: XLE (+$8.1M), VDE (+$7.2M), IAU, GLD, ALAI, CNEQ, MSFT, HONA, HON, NVDA.
- Started 73 new stock positions in NTNX, EPP, EPR, CCL, BE, SPCX, FNDF, MTUM, DOX, CHRD.
- Reduced shares in these 10 stocks: , VGSH (-$7.7M), VOO, IVV, IJR, GOOG, MDY, IWR, IJH, TXN.
- Sold out of its positions in ALV, AVB, BOC, BN, FIX, CPNG, KODK, EA, XOM, Gohealth Inc Cl A.
- Grove Bank & Trust was a net seller of stock by $-3.9M.
- Grove Bank & Trust has $1.0B in assets under management (AUM), dropping by -0.26%.
- Central Index Key (CIK): 0001662212
Tip: Access up to 7 years of quarterly data
Positions held by Coconut Grove Bank consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Grove Bank & Trust
Grove Bank & Trust holds 932 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Grove Bank & Trust has 932 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Grove Bank & Trust Sept. 30, 2026 positions
- Download the Grove Bank & Trust September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.3 | $94M | -3% | 134k | 700.86 |
|
| Apple (AAPL) | 5.5 | $55M | 166k | 333.02 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.3 | $43M | 596k | 71.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.7 | $37M | -3% | 274k | 136.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $37M | 382k | 96.88 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $32M | -4% | 42k | 765.85 |
|
| Ishares Core Msci Emkt (IEMG) | 3.1 | $31M | -2% | 384k | 81.16 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $27M | +3% | 118k | 228.38 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.6 | $26M | -22% | 454k | 57.56 |
|
| Microsoft Corporation (MSFT) | 2.0 | $20M | +6% | 40k | 512.90 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $17M | 23k | 762.63 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $17M | 135k | 125.26 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.6 | $16M | +102% | 262k | 61.50 |
|
| Amazon (AMZN) | 1.5 | $15M | 60k | 249.15 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $15M | -3% | 43k | 344.08 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $14M | +16% | 182k | 78.10 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $14M | 229k | 59.31 |
|
|
| Vanguard World Energy Etf (VDE) | 1.3 | $14M | +113% | 79k | 172.16 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.3 | $14M | 285k | 47.36 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $13M | -3% | 171k | 77.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $13M | 184k | 70.61 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $13M | 60k | 216.08 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.2 | $12M | 116k | 104.54 |
|
|
| Ishares Tr Broad Usd High (USHY) | 1.2 | $12M | 335k | 35.72 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $12M | +15% | 30k | 380.84 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.1 | $11M | +6% | 233k | 48.46 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $11M | +2% | 107k | 103.89 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.1 | $11M | 66k | 166.28 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $10M | 31k | 330.83 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $9.6M | 122k | 78.42 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $9.5M | -8% | 28k | 340.74 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $8.8M | 7.6k | 1157.08 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $8.6M | +5% | 129k | 66.79 |
|
| Micron Technology (MU) | 0.8 | $8.4M | +3% | 7.9k | 1065.11 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.7 | $7.5M | -10% | 11k | 656.71 |
|
| Meta Platforms Cl A (META) | 0.7 | $7.5M | -7% | 10k | 725.18 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $7.4M | 78k | 94.02 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $7.2M | -7% | 103k | 70.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $7.0M | 25k | 284.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $6.7M | 7.4k | 910.34 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $6.6M | +8% | 70k | 94.54 |
|
| Visa Com Cl A (V) | 0.6 | $5.7M | 16k | 359.33 |
|
|
| Broadcom (AVGO) | 0.5 | $5.5M | 16k | 351.19 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $4.4M | 49k | 90.11 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $4.3M | +4% | 7.1k | 611.76 |
|
| Bank of America Corporation (BAC) | 0.4 | $4.2M | 77k | 54.43 |
|
|
| Abbvie (ABBV) | 0.4 | $4.0M | 16k | 261.59 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.0M | 11k | 374.24 |
|
|
| Chevron Corporation (CVX) | 0.4 | $3.9M | 19k | 204.21 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $3.7M | +2% | 41k | 89.63 |
|
| Johnson & Johnson (JNJ) | 0.4 | $3.6M | -9% | 14k | 264.74 |
|
| Independence Realty Trust In (IRT) | 0.3 | $3.4M | 237k | 14.53 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | 6.2k | 551.50 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.4M | -15% | 14k | 247.93 |
|
| Tesla Motors (TSLA) | 0.3 | $3.3M | -17% | 9.4k | 354.81 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $3.1M | +2% | 30k | 101.10 |
|
| Applied Materials (AMAT) | 0.3 | $3.0M | -11% | 5.9k | 511.38 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $2.9M | -6% | 19k | 148.30 |
|
| AutoNation (AN) | 0.3 | $2.8M | -5% | 18k | 157.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.8M | -5% | 5.5k | 497.95 |
|
| Home Depot (HD) | 0.3 | $2.7M | 9.3k | 284.49 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.6M | 13k | 195.53 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $2.5M | +2% | 24k | 103.92 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.3M | 16k | 145.28 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.3M | 22k | 107.63 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $2.3M | -16% | 17k | 137.30 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.3M | -16% | 8.2k | 277.89 |
|
| Walt Disney Company (DIS) | 0.2 | $2.3M | -10% | 22k | 104.90 |
|
| Merck & Co (MRK) | 0.2 | $2.3M | 16k | 145.31 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $2.2M | 48k | 46.39 |
|
|
| American Express Company (AXP) | 0.2 | $2.2M | 7.2k | 304.10 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.1M | 9.2k | 231.03 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $2.0M | 4.7k | 429.71 |
|
|
| International Business Machines (IBM) | 0.2 | $2.0M | 9.0k | 219.93 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.0M | +2% | 9.4k | 208.02 |
|
| Netflix (NFLX) | 0.2 | $1.8M | -11% | 27k | 69.58 |
|
| Philip Morris International (PM) | 0.2 | $1.7M | +2% | 9.0k | 190.82 |
|
| Trane Technologies SHS (TT) | 0.2 | $1.7M | 3.8k | 451.98 |
|
|
| ConocoPhillips (COP) | 0.2 | $1.7M | 13k | 125.15 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.6M | -34% | 15k | 106.71 |
|
| Pepsi (PEP) | 0.2 | $1.6M | 13k | 126.72 |
|
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | 8.4k | 185.65 |
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| Deere & Company (DE) | 0.2 | $1.5M | -7% | 2.3k | 671.55 |
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| Nextera Energy (NEE) | 0.2 | $1.5M | 20k | 75.74 |
|
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.2 | $1.5M | +2491% | 33k | 46.47 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.5M | -5% | 15k | 98.83 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.5M | 4.5k | 328.51 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +2% | 23k | 62.40 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.4M | +5% | 3.1k | 456.19 |
|
| Coca-Cola Company (KO) | 0.1 | $1.4M | 16k | 86.08 |
|
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| Kla Corp Com New (KLAC) | 0.1 | $1.4M | 7.2k | 194.93 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.4M | 7.4k | 188.08 |
|
|
| Amgen (AMGN) | 0.1 | $1.4M | 3.3k | 421.51 |
|
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| Southern Company (SO) | 0.1 | $1.4M | +79% | 16k | 82.89 |
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| Caterpillar (CAT) | 0.1 | $1.3M | 1.7k | 810.79 |
|
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| UnitedHealth (UNH) | 0.1 | $1.3M | -7% | 3.7k | 367.08 |
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| Cme (CME) | 0.1 | $1.3M | 5.0k | 261.97 |
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| Boeing Company (BA) | 0.1 | $1.3M | -31% | 7.0k | 186.05 |
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| The Alger Etf Trust Concentrated Eqt (CNEQ) | 0.1 | $1.3M | NEW | 32k | 40.63 |
|
| Uber Technologies (UBER) | 0.1 | $1.3M | +9% | 19k | 68.51 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.3M | -14% | 1.7k | 758.22 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.3M | +3% | 8.4k | 152.02 |
|
| Anthem (ELV) | 0.1 | $1.3M | +6% | 3.3k | 388.83 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.3M | -8% | 4.6k | 272.13 |
|
| salesforce (CRM) | 0.1 | $1.2M | -16% | 5.1k | 229.57 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | -38% | 4.1k | 280.09 |
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| Altria (MO) | 0.1 | $1.1M | 17k | 67.34 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | 3.6k | 312.29 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | -15% | 1.6k | 675.05 |
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| Chubb (CB) | 0.1 | $1.0M | 3.2k | 325.25 |
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| TJX Companies (TJX) | 0.1 | $1.0M | 7.8k | 132.31 |
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| Monster Beverage Corp (MNST) | 0.1 | $1.0M | +65% | 25k | 41.62 |
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| CSX Corporation (CSX) | 0.1 | $1.0M | 22k | 46.51 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.0M | -22% | 1.9k | 522.81 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.0M | 2.6k | 387.61 |
|
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| Starbucks Corporation (SBUX) | 0.1 | $1.0M | -12% | 11k | 93.96 |
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| Honeywell Aerospace (HONA) | 0.1 | $981k | NEW | 6.3k | 154.97 |
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| Gilead Sciences (GILD) | 0.1 | $946k | 6.3k | 149.05 |
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| Astrazeneca Ord (AZN) | 0.1 | $921k | 5.7k | 161.47 |
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| Medtronic SHS (MDT) | 0.1 | $912k | 11k | 86.29 |
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| Honeywell International (HON) | 0.1 | $902k | NEW | 4.3k | 210.94 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $882k | 14k | 64.80 |
|
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| Delta Air Lines Com New (DAL) | 0.1 | $880k | -22% | 11k | 83.46 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $859k | -25% | 2.8k | 308.10 |
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| Analog Devices (ADI) | 0.1 | $856k | 2.2k | 396.71 |
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| MetLife (MET) | 0.1 | $840k | 8.9k | 94.16 |
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| Nutanix Cl A (NTNX) | 0.1 | $828k | NEW | 12k | 70.41 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $817k | +5% | 886.00 | 922.34 |
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| McDonald's Corporation (MCD) | 0.1 | $800k | 3.5k | 230.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $792k | +3% | 1.1k | 739.77 |
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| Qualcomm (QCOM) | 0.1 | $774k | -3% | 4.2k | 184.04 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $771k | -3% | 3.3k | 233.31 |
|
| Us Bancorp Com New (USB) | 0.1 | $760k | -9% | 13k | 57.76 |
|
| PNC Financial Services (PNC) | 0.1 | $751k | -28% | 3.4k | 222.26 |
|
| Masco Corporation (MAS) | 0.1 | $736k | +2% | 11k | 67.41 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $735k | 3.8k | 195.75 |
|
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| Lowe's Companies (LOW) | 0.1 | $734k | 4.0k | 184.29 |
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| Goldman Sachs (GS) | 0.1 | $718k | -3% | 797.00 | 900.36 |
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| SYSCO Corporation (SYY) | 0.1 | $713k | -19% | 9.1k | 77.96 |
|
| Centene Corporation (CNC) | 0.1 | $702k | 11k | 62.12 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $700k | -14% | 1.7k | 406.63 |
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| FedEx Corporation (FDX) | 0.1 | $696k | -3% | 2.4k | 285.12 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.1 | $684k | -3% | 11k | 62.38 |
|
| Illinois Tool Works (ITW) | 0.1 | $675k | -8% | 2.6k | 257.28 |
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| Omni (OMC) | 0.1 | $665k | +8% | 9.0k | 73.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $665k | 8.0k | 82.97 |
|
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| Corning Incorporated (GLW) | 0.1 | $655k | +2% | 4.3k | 153.76 |
|
| Intel Corporation (INTC) | 0.1 | $654k | +15% | 5.4k | 120.23 |
|
| Amrize SHS (AMRZ) | 0.1 | $654k | +2% | 18k | 37.39 |
|
| Sempra Energy (SRE) | 0.1 | $653k | 8.4k | 77.95 |
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| Danaher Corporation (DHR) | 0.1 | $624k | 2.8k | 221.55 |
|
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| Chipotle Mexican Grill (CMG) | 0.1 | $619k | +1416% | 19k | 31.95 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $609k | 4.3k | 142.26 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $592k | +24% | 5.2k | 113.07 |
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| Citigroup Com New (C) | 0.1 | $589k | 4.5k | 129.48 |
|
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| Motorola Solutions Com New (MSI) | 0.1 | $586k | -6% | 1.3k | 445.97 |
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| Aptiv Com Shs (APTV) | 0.1 | $571k | +32% | 13k | 43.02 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $569k | NEW | 6.8k | 84.08 |
|
| Allstate Corporation (ALL) | 0.1 | $566k | 2.6k | 221.86 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $559k | +112% | 11k | 51.23 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.1 | $548k | 6.2k | 88.98 |
|
|
| Constellation Energy (CEG) | 0.1 | $538k | 2.1k | 254.02 |
|
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| Cibc Cad (CM) | 0.1 | $536k | 4.9k | 110.18 |
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| Waste Management (WM) | 0.1 | $529k | 2.6k | 203.92 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $528k | 4.2k | 125.67 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $525k | 1.5k | 355.67 |
|
|
| eBay (EBAY) | 0.1 | $523k | 4.9k | 106.05 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.1 | $507k | 16k | 31.70 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $505k | 3.1k | 160.74 |
|
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.0 | $501k | 19k | 25.87 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $486k | 9.2k | 52.86 |
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| General Dynamics Corporation (GD) | 0.0 | $470k | 1.4k | 331.83 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $464k | -2% | 8.0k | 57.82 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $462k | 1.2k | 395.42 |
|
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| Blackrock (BLK) | 0.0 | $461k | -15% | 436.00 | 1058.29 |
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| Quanta Services (PWR) | 0.0 | $458k | 713.00 | 642.51 |
|
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| ON Semiconductor (ON) | 0.0 | $457k | 5.9k | 76.88 |
|
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $455k | NEW | 4.2k | 109.37 |
|
| Autodesk (ADSK) | 0.0 | $450k | -30% | 2.2k | 209.00 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $448k | -14% | 2.4k | 183.37 |
|
| At&t (T) | 0.0 | $447k | -3% | 18k | 24.40 |
|
| Marvell Technology (MRVL) | 0.0 | $439k | 1.7k | 264.21 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $438k | 2.9k | 148.65 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $431k | 2.7k | 160.33 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $430k | 11k | 39.56 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $422k | +331% | 1.6k | 264.75 |
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| Amphenol Corp Cl A (APH) | 0.0 | $422k | +100% | 5.0k | 84.30 |
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| Expeditors International of Washington (EXPD) | 0.0 | $418k | -23% | 2.3k | 184.64 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $416k | -21% | 2.9k | 142.57 |
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| Ameriprise Financial (AMP) | 0.0 | $407k | 826.00 | 492.35 |
|
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| McKesson Corporation (MCK) | 0.0 | $402k | 471.00 | 853.81 |
|
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| Duke Energy Corp Com New (DUK) | 0.0 | $401k | +5% | 3.5k | 114.01 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $400k | -2% | 2.3k | 170.73 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $395k | 776.00 | 509.25 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $395k | +3% | 218.00 | 1811.67 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $393k | 4.0k | 97.44 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $385k | 4.0k | 97.43 |
|
|
| Pfizer (PFE) | 0.0 | $374k | -2% | 13k | 28.52 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $373k | 970.00 | 384.75 |
|
|
| S&p Global (SPGI) | 0.0 | $373k | 945.00 | 394.47 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $367k | 703.00 | 522.19 |
|
|
| Hca Holdings (HCA) | 0.0 | $366k | 858.00 | 426.74 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $362k | 2.3k | 155.68 |
|
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| Progressive Corporation (PGR) | 0.0 | $360k | 1.7k | 207.31 |
|
|
| Yum! Brands (YUM) | 0.0 | $354k | -21% | 2.6k | 136.34 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $350k | +11% | 1.9k | 187.05 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $348k | 4.3k | 81.59 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $344k | NEW | 2.3k | 150.86 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $342k | 4.9k | 70.00 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $339k | 4.2k | 80.05 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $338k | +2% | 2.3k | 144.63 |
|
| American Tower Reit (AMT) | 0.0 | $337k | 2.1k | 163.69 |
|
|
| Phillips 66 (PSX) | 0.0 | $336k | 1.3k | 255.32 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $336k | -9% | 1.4k | 239.94 |
|
| Cigna Corp (CI) | 0.0 | $334k | 1.2k | 271.83 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $329k | +2% | 4.3k | 75.82 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $327k | -3% | 2.2k | 152.08 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $324k | 2.9k | 112.09 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $318k | -33% | 3.7k | 85.50 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $311k | 2.3k | 137.68 |
|
|
| Spdr Series Trust St Str Msci Gen (SHE) | 0.0 | $297k | 1.9k | 157.47 |
|
|
| MercadoLibre (MELI) | 0.0 | $296k | -6% | 171.00 | 1728.53 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $295k | +274% | 13k | 22.04 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $295k | 1.3k | 228.28 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $291k | 882.00 | 330.18 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $291k | NEW | 5.8k | 50.35 |
|
| 3M Company (MMM) | 0.0 | $289k | 1.8k | 164.15 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $289k | 1.0k | 288.45 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $287k | 1.7k | 172.31 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $286k | 3.8k | 74.42 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $282k | +3% | 5.9k | 48.17 |
|
| Suncor Energy (SU) | 0.0 | $278k | -50% | 4.1k | 67.87 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $273k | NEW | 984.00 | 276.98 |
|
| Keysight Technologies (KEYS) | 0.0 | $272k | 746.00 | 364.04 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $271k | +3% | 2.8k | 97.74 |
|
| Capital One Financial (COF) | 0.0 | $271k | 1.4k | 193.07 |
|
|
| AmerisourceBergen (COR) | 0.0 | $264k | 879.00 | 300.25 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $263k | -31% | 6.9k | 37.91 |
|
| Emerson Electric (EMR) | 0.0 | $263k | 1.7k | 155.10 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $259k | NEW | 456.00 | 568.64 |
|
| Servicenow (NOW) | 0.0 | $256k | -3% | 1.9k | 134.01 |
|
| Travelers Companies (TRV) | 0.0 | $255k | 716.00 | 356.51 |
|
|
| Williams Companies (WMB) | 0.0 | $255k | 3.8k | 67.97 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $251k | 2.2k | 111.78 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $251k | 1.8k | 142.44 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $239k | +2% | 925.00 | 258.06 |
|
| Booking Holdings (BKNG) | 0.0 | $236k | 1.5k | 162.91 |
|
|
| Illumina (ILMN) | 0.0 | $235k | -26% | 859.00 | 273.68 |
|
| Nucor Corporation (NUE) | 0.0 | $233k | 998.00 | 233.75 |
|
|
| American Electric Power Company (AEP) | 0.0 | $231k | 1.9k | 118.64 |
|
Past Filings by Grove Bank & Trust
SEC 13F filings are viewable for Grove Bank & Trust going back to 2015
- Grove Bank & Trust 2026 Q3 filed Oct. 8, 2026
- Grove Bank & Trust 2026 Q2 filed July 7, 2026
- Grove Bank & Trust 2026 Q1 filed April 8, 2026
- Grove Bank & Trust 2025 Q4 filed Jan. 8, 2026
- Grove Bank & Trust 2025 Q3 filed Oct. 6, 2025
- Grove Bank & Trust 2025 Q2 filed July 11, 2025
- Grove Bank & Trust 2025 Q1 filed April 17, 2025
- Grove Bank & Trust 2024 Q4 filed Jan. 16, 2025
- Grove Bank & Trust 2024 Q3 filed Oct. 11, 2024
- Grove Bank & Trust 2024 Q2 filed July 24, 2024
- Grove Bank & Trust 2024 Q1 filed April 30, 2024
- Grove Bank & Trust 2023 Q4 filed Jan. 30, 2024
- Grove Bank & Trust 2023 Q3 filed Oct. 30, 2023
- Grove Bank & Trust 2023 Q2 filed July 27, 2023
- Grove Bank & Trust 2023 Q1 filed May 10, 2023
- Grove Bank & Trust 2022 Q4 filed Feb. 3, 2023