Grove Bank & Trust Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$889.0M
Holdings
856
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (856 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 121,504 | $76.2M | 8.57% | |
| 2 | IJHISHARES TR | 696,313 | $46.0M | 5.17% | |
| 3 | AAPLAPPLE INC | 164,484 | $44.7M | 5.03% | |
| 4 | IJRISHARES TR | 276,753 | $33.3M | 3.74% | |
| 5 | IVVISHARES TR | 45,799 | $31.4M | 3.53% | |
| 6 | AQLTISHARES TR | 323,499 | $28.9M | 3.26% | |
| 7 | IEMGISHARES INC | 359,297 | $24.2M | 2.72% | |
| 8 | NVDANVIDIA CORPORATION | 114,762 | $21.4M | 2.41% | |
| 9 | MSFTMICROSOFT CORP | 35,530 | $17.2M | 1.93% | |
| 10 | IWFISHARES TR | 33,748 | $16.0M | 1.80% | |
| 11 | SPYSPDR S&P 500 ETF TR | 22,301 | $15.2M | 1.71% | |
| 12 | VTEBVANGUARD MUN BD FDS | 284,776 | $14.3M | 1.61% | |
| 13 | AMZNAMAZON COM INC | 61,344 | $14.2M | 1.59% | |
| 14 | VCSHVANGUARD SCOTTSDALE FDS | 160,271 | $12.8M | 1.44% | |
| 15 | GOOGLALPHABET INC | 40,482 | $12.7M | 1.43% | |
| 16 | VNQVANGUARD INDEX FDS | 140,802 | $12.5M | 1.40% | |
| 17 | SUBISHARES TR | 113,700 | $12.1M | 1.36% | |
| 18 | IAU*ISHARES GOLD TR | 145,203 | $11.8M | 1.33% | |
| 19 | USHYISHARES TR | 313,438 | $11.7M | 1.32% | |
| 20 | VTVVANGUARD INDEX FDS | 55,804 | $10.7M | 1.20% | |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 163,127 | $10.2M | 1.15% | |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 185,641 | $10.0M | 1.12% | |
| 23 | LMBSFIRST TR EXCHANGE-TRADED FD | 196,710 | $9.8M | 1.11% | |
| 24 | ITOTISHARES TR | 65,862 | $9.8M | 1.10% | |
| 25 | GQ9SPDR GOLD TR | 24,625 | $9.8M | 1.10% | |
| 26 | EFAISHARES TR | 99,878 | $9.6M | 1.08% | |
| 27 | JPMJPMORGAN CHASE & CO. | 29,649 | $9.6M | 1.07% | |
| 28 | GOOGALPHABET INC | 28,290 | $8.9M | 1.00% | |
| 29 | VOVANGUARD INDEX FDS | 30,141 | $8.7M | 0.98% | |
| 30 | LLYELI LILLY & CO | 7,908 | $8.5M | 0.96% | |
| 31 | SCHHSCHWAB STRATEGIC TR | 398,105 | $8.3M | 0.94% | |
| 32 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,427 | $7.5M | 0.84% | |
| 33 | BNDVANGUARD BD INDEX FDS | 99,668 | $7.4M | 0.83% | |
| 34 | XOMEXXON MOBIL CORP | 61,214 | $7.4M | 0.83% | |
| 35 | METAMETA PLATFORMS INC | 9,689 | $6.4M | 0.72% | |
| 36 | AGGISHARES TR | 60,976 | $6.1M | 0.68% | |
| 37 | VBVANGUARD INDEX FDS | 23,406 | $6.0M | 0.68% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 6,811 | $5.9M | 0.66% | |
| 39 | EEMISHARES TR | 106,318 | $5.8M | 0.65% | |
| 40 | AVGOBROADCOM INC | 16,541 | $5.7M | 0.64% | |
| 41 | VVISA INC | 16,065 | $5.6M | 0.63% | |
| 42 | AVEMAMERICAN CENTY ETF TR | 69,784 | $5.4M | 0.60% | |
| 43 | ORCLORACLE CORP | 27,232 | $5.3M | 0.60% | |
| 44 | XLESELECT SECTOR SPDR TR | 115,872 | $5.2M | 0.58% | |
| 45 | IRTINDEPENDENCE RLTY TR INC | 283,843 | $5.0M | 0.56% | |
| 46 | VDEVANGUARD WORLD FD | 36,335 | $4.6M | 0.51% | |
| 47 | AVDEAMERICAN CENTY ETF TR | 52,057 | $4.3M | 0.48% | |
| 48 | MAMASTERCARD INCORPORATED | 7,363 | $4.2M | 0.47% | |
| 49 | BACBANK AMERICA CORP | 76,435 | $4.2M | 0.47% | |
| 50 | ANAUTONATION INC | 20,000 | $4.1M | 0.46% | |
| 51 | TSLATESLA INC | 9,134 | $4.1M | 0.46% | |
| 52 | VTIVANGUARD INDEX FDS | 10,767 | $3.6M | 0.41% | |
| 53 | IWDISHARES TR | 16,421 | $3.5M | 0.39% | |
| 54 | ABBVABBVIE INC | 14,909 | $3.4M | 0.38% | |
| 55 | SHOPSHOPIFY INC | 21,150 | $3.4M | 0.38% | |
| 56 | ABTABBOTT LABS | 26,799 | $3.4M | 0.38% | |
| 57 | CVXCHEVRON CORP NEW | 21,663 | $3.3M | 0.37% | |
| 58 | MUBISHARES TR | 28,441 | $3.0M | 0.34% | |
| 59 | HDHOME DEPOT INC | 8,835 | $3.0M | 0.34% | |
| 60 | VOEVANGUARD INDEX FDS | 16,272 | $2.9M | 0.32% | |
| 61 | IWRISHARES TR | 29,219 | $2.8M | 0.32% | |
| 62 | JNJJOHNSON & JOHNSON | 13,451 | $2.8M | 0.31% | |
| 63 | DISDISNEY WALT CO | 24,374 | $2.8M | 0.31% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 9,041 | $2.7M | 0.30% | |
| 65 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,825 | $2.4M | 0.27% | |
| 66 | NFLXNETFLIX INC | 25,512 | $2.4M | 0.27% | |
| 67 | WMTWALMART INC | 21,287 | $2.4M | 0.27% | |
| 68 | PGPROCTER AND GAMBLE CO | 16,398 | $2.3M | 0.26% | |
| 69 | AXPAMERICAN EXPRESS CO | 6,079 | $2.2M | 0.25% | |
| 70 | IWMISHARES TR | 9,135 | $2.2M | 0.25% | |
| 71 | AMATAPPLIED MATLS INC | 8,497 | $2.2M | 0.25% | |
| 72 | MUMICRON TECHNOLOGY INC | 7,589 | $2.2M | 0.24% | |
| 73 | HEFAISHARES TR | 47,500 | $2.0M | 0.22% | |
| 74 | VBRVANGUARD INDEX FDS | 8,702 | $1.8M | 0.21% | |
| 75 | RTXRTX CORPORATION | 9,688 | $1.8M | 0.20% | |
| 76 | RSPINVESCO EXCHANGE TRADED FD T | 9,263 | $1.8M | 0.20% | |
| 77 | ACNACCENTURE PLC IRELAND | 6,308 | $1.7M | 0.19% | |
| 78 | ISRGINTUITIVE SURGICAL INC | 2,936 | $1.7M | 0.19% | |
| 79 | PEPPEPSICO INC | 11,205 | $1.6M | 0.18% | |
| 80 | NOWSERVICENOW INC | 10,398 | $1.6M | 0.18% | |
| 81 | MRKMERCK & CO INC | 14,863 | $1.6M | 0.18% | |
| 82 | CRMSALESFORCE INC | 5,893 | $1.6M | 0.18% | |
| 83 | BABOEING CO | 7,064 | $1.5M | 0.17% | |
| 84 | TTTRANE TECHNOLOGIES PLC | 3,799 | $1.5M | 0.17% | |
| 85 | HONHONEYWELL INTL INC | 7,548 | $1.5M | 0.17% | |
| 86 | NEENEXTERA ENERGY INC | 18,276 | $1.5M | 0.16% | |
| 87 | 4I1PHILIP MORRIS INTL INC | 8,908 | $1.4M | 0.16% | |
| 88 | TXNTEXAS INSTRS INC | 8,160 | $1.4M | 0.16% | |
| 89 | ETNEATON CORP PLC | 4,372 | $1.4M | 0.16% | |
| 90 | DWDMORGAN STANLEY | 7,413 | $1.3M | 0.15% | |
| 91 | IWVISHARES TR | 3,400 | $1.3M | 0.15% | |
| 92 | ABNBAIRBNB INC | 9,542 | $1.3M | 0.15% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 6,023 | $1.3M | 0.14% | |
| 94 | REGNREGENERON PHARMACEUTICALS | 1,653 | $1.3M | 0.14% | |
| 95 | COPCONOCOPHILLIPS | 13,630 | $1.3M | 0.14% | |
| 96 | UNHUNITEDHEALTH GROUP INC | 3,723 | $1.2M | 0.14% | |
| 97 | UBERUBER TECHNOLOGIES INC | 15,001 | $1.2M | 0.14% | |
| 98 | TJXTJX COS INC NEW | 7,907 | $1.2M | 0.14% | |
| 99 | SBUXSTARBUCKS CORP | 14,367 | $1.2M | 0.14% | |
| 100 | ADBEADOBE INC | 3,419 | $1.2M | 0.13% |
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