We are live on ! Find out more
GSF

Grove Street Fiduciary Portfolio holdings

AUM $237M
1-Year Est. Return 7.6%
This Fund
S&P 500
This Quarter Est. Return
+7.98%
1 Year Est. Return
+7.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$10.1M
Cap. Flow
-$3.91M
Cap. Flow %
-1.89%
Top 10 Hldgs %
70.67%
Holding
76
New
6
Increased
4
Reduced
38
Closed
3

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.16%
2 Technology 3.38%
3 Financials 1.46%
4 Industrials 1.19%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRSH
76
Marsh
MRSH
$91.9B
-875
Closed -$214K

Similar funds

Grove Street Fiduciary's Q2 2025 Portfolio in Review

As of Q2 2025, Grove Street Fiduciary held 76 positions worth $207M, up 5.1% from $197M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Grove Street Fiduciary's Q2 2025 filing shows 6 new, 4 increased, 38 reduced and 3 closed positions. Its largest new stake was GE Vernova: 640 shares worth $339K. The largest sale was EMQQ The Emerging Markets Internet & Ecommerce ETF, an estimated $1.67M.

By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, down from 93% a quarter earlier, followed by Technology and Financials.

  • Grove Street Fiduciary's largest Q2 2025 buy was GE Vernova: 640 shares worth $339K.
  • Grove Street Fiduciary added most to Vanguard Dividend Appreciation ETF in Q2 2025, an estimated $762K increase.
  • Grove Street Fiduciary's biggest Q2 2025 reduction was EMQQ The Emerging Markets Internet & Ecommerce ETF, cutting an estimated $1.67M.
  • Grove Street Fiduciary fully exited Johnson & Johnson in Q2 2025, selling an estimated $268K.
  • Grove Street Fiduciary's ten largest holdings make up 71% of its $207M portfolio in Q2 2025.
  • Grove Street Fiduciary opened 6 new positions and closed 3 in Q2 2025.
  • Grove Street Fiduciary's portfolio value rose 5.1% quarter-over-quarter to $207M.

Based on Grove Street Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.