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Portfolio (Quarterly) Guide ↗

GRIMES & Co WEALTH MANAGEMENT, LLC

· CIK 0001321993
13F Portfolio $4.6B AUM 691 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 188 Added 120 Reduced 28 Exited
Page 10 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAR MARRIOTT INTL INC NEW Consumer Cyclical 641.0 $238K 0.01% +11.0 +1.8% $370.78 -3.5%
182 BDX BECTON DICKINSON & CO Healthcare 1,465.0 $222K 0.01% +132.0 +9.9% $151.36 +25.4%
183 AIG AMERICAN INTL GROUP INC Financial Services 2,797.0 $208K 0.01% +43.0 +1.6% $74.53 +2.5%
184 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 37,842.0 $157K 0.00% +10K +34.3% $4.16 +102.9%
185 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 34,806.0 $147K 0.00% +9K +34.5% $4.21 +4.3%
186 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 12,916.0 $64K 0.00% +439.0 +3.5% $4.99 +1.6%
187 RCKT ROCKET PHARMACEUTICALS INC Healthcare 12,001.0 $41K 0.00% +454.0 +3.9% $3.42 +10.5%
188 BLNE BEELINE HOLDINGS INC Consumer Defensive 28,435.0 $35K 0.00% +10K +54.2% $1.22 -19.6%
Page 10 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.9%
Healthcare 15.1%
Financial Services 12.8%
Industrials 8.2%
Communication Services 6.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.6%
Energy 4.3%
Utilities 0.9%
Basic Materials 0.4%