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Grove Street Fiduciary - Q1 2026 13F Filings

GR

Grove Street Fiduciary, LLC

CIK: 0002054682
Address: New Hampshire Peterborough Po Box 396
$227.01 M
Portfolio Value
74
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CVX Chevron Corporation
+$224,487
2. COST Costco Wholesale Corporation
+$215,229
3. CMI Cummins
+$202,296
4. VGT Vanguard Information Technology Etf
+$12,558.96
5. NVDA Nvidia Corporation
+$10,813.63

Top Sells

Q1 2026
1. VBR Vanguard Small Cap Value Etf
−$829,243.37
2. EMQQ Emqq The Emerging Markets Internet Etf
−$482,868.87
3. VTI Vanguard Total Stock Market Etf
−$354,815.86
4. VOE Vanguard Mid-Cap Value Etf
−$349,947.17
5. BX Blackstone
−$278,069

Asset Allocation

Stocks/ETFs
-5.11%
$227.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Grove Street Fiduciary Q1 2026 Filing Summary

Grove Street Fiduciary, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 227.01 M reflecting a -5.11% change from the prior quarter, spanning 74 assets. The top 10 holdings comprised 67.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Grove Street Fiduciary’s Q1 2026 Filing

Grove Street Fiduciary submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Grove Street Fiduciary reported a managed portfolio value of 227.01 M, consisting of 74 individual positions.

This page displays the raw filing documents. To see which stocks Grove Street Fiduciary bought or sold during Q1 2026, please visit Grove Street Fiduciary's Portfolio Analysis page.