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Grove Bank & Trust
CIK:0001662212
Bank
$832M AUM
827 holdings
Coconut Grove, FL, USA
Grove Bank & Trust provides commercial and residential banking services, including loans and financial management.
Latest 13F Filing Activity
Grove Bank & Trust filed their most recent 13F report on Sep 30, 2025 disclosing 818 equity positions with a total 13F market value of $832M. The fund increased holdings in Select Sector SPDR TR, Apple Inc., Vanguard World FD among other positions. Grove Bank & Trust reduced exposure to SPDR S&P 500 Etf TR, Ishares TR, SPDR S&P Midcap 400 Etf TR among others.
Top Holdings
Equity Positions (818)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.80% | $73.3M | 119,640 | $383.88 | $612.38 | +$4.9M |
A AAPL | APPLE INC | 5.01% | $41.7M | 163,697 | $101.28 | $254.63 | +$8.0M |
I IJH | ISHARES TR | 4.83% | $40.2M | 616,116 | $45.30 | $65.26 | -$8.2M |
I IJR | ISHARES TR | 3.98% | $33.2M | 279,009 | $81.84 | $118.83 | +$2.7M |
I IVV | ISHARES TR | 3.56% | $29.7M | 44,318 | $419.87 | $669.30 | +$5.0M |
Industry Allocation
ELECTRONIC COMPUTERS
+5.0%
SERVICES-PREPACKAGED SOFTWARE
+5.0%
SEMICONDUCTORS & RELATED DEVICES
+4.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.5%
PHARMACEUTICAL PREPARATIONS
+3.0%
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