Grove Street Fiduciary, LLC Portfolio Holdings by Sector

Grove Street Fiduciary, LLC

$190 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs EMQQ VOE BNDX SCHP SCHZ VSS SCHO VIG 36 stocks	$167 Million 94.48% of portfolio	36	-	36	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$1.38 Million 0.78% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.3 Million 0.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.17 Million 0.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.04 Million 0.59% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$876,190 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$744,376 0.42% of portfolio	3	-	3	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$539,463 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$445,783 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology ZBRA 1 stocks	$346,439 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$331,937 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials CW 1 stocks	$328,610 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$311,314 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$241,919 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical DDS 1 stocks	$221,914 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$206,876 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services SYM 1 stocks	$200,231 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BRW 1 stocks	$87,874 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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