Long-term investor
Grove Bank & Trust @grovebanktrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001662212).
Record
- Tracked since 2025-12-31 (257 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.5%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 9.4% · long · since 2025-12-31
- AAPL · 4.8% · long · since 2025-12-31
- IJH · 4.6% · long · since 2025-12-31
- IJR · 4.2% · long · since 2025-12-31
- IEFA · 3.6% · long · since 2025-12-31
- VGSH · 3.4% · long · since 2025-12-31
- IVV · 3.3% · long · since 2025-12-31
- IEMG · 3.2% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-12-31
- SPY · 1.7% · long · since 2025-12-31
- IWF · 1.7% · long · since 2025-12-31
- GOOGL · 1.6% · long · since 2025-12-31