Grove Bank & Trust

CIK
1662212
City
Miami
State / Country
FL

Top Portfolio Positions

727 positions · $377,865,730 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
161,553 $41,000,535 10.85%
NVDA
Nvidia Corp
Technology
112,103 $19,550,763 5.17%
SPY
Spdr S&P 500 Etf Trust
21,751 $14,145,544 3.74%
IAU
Ishares Gold Trust
146,468 $12,912,618 3.42%
MSFT
Microsoft Corp
Technology
34,834 $12,894,501 3.41%
GOOGL
Alphabet Inc.
Communication Services
42,814 $12,311,592 3.26%
AMZN
Amazon Com Inc
Consumer Cyclical
58,036 $12,087,156 3.20%
XOM
Exxon Mobil Corp
Energy
61,037 $10,355,537 2.74%
GLD
Spdr Gold Trust
23,930 $10,296,838 2.72%
JPM
Jpmorgan Chase & Co
Financial Services
30,384 $8,937,757 2.37%

Holdings in ESS

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Report Date Value (USD) Shares
2026-03-31 $2,178 9