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Portfolio (Quarterly) Guide ↗

GRIMES & Co WEALTH MANAGEMENT, LLC

· CIK 0001321993
13F Portfolio $3.6B AUM 588 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 164 Added 160 Reduced 47 Exited
Page 5 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HON HONEYWELL INTL INC Industrials 7,928.0 $1.8M 0.05% +63.0 +0.8% $226.04 +1.3%
82 NEE NEXTERA ENERGY INC Utilities 18,823.0 $1.7M 0.05% +446.0 +2.4% $92.88 -6.6%
83 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 23,548.0 $1.7M 0.05% +2K +9.5% $72.46 +26.1%
84 CTVA CORTEVA INC Basic Materials 18,907.0 $1.6M 0.04% +1K +6.9% $83.71 -6.1%
85 T AT&T INC Communication Services 54,424.0 $1.6M 0.04% +1K +2.4% $28.99 -24.1%
86 CAH CARDINAL HEALTH INC Healthcare 7,444.0 $1.6M 0.04% +667.0 +9.8% $211.32 +4.9%
87 PSX PHILLIPS 66 Energy 8,538.0 $1.6M 0.04% +148.0 +1.8% $182.19 -8.8%
88 BA BOEING CO Industrials 7,735.0 $1.5M 0.04% +489.0 +6.8% $199.02 +11.9%
89 PH PARKER-HANNIFIN CORP Industrials 1,671.0 $1.5M 0.04% +683.0 +69.1% $895.50 +6.5%
90 APH AMPHENOL CORP Technology 11,528.0 $1.5M 0.04% +694.0 +6.4% $126.35 +29.8%
91 RSG REPUBLIC SVCS INC Industrials 6,588.0 $1.4M 0.04% +721.0 +12.3% $219.01 -6.4%
92 C CITIGROUP INC Financial Services 11,846.0 $1.3M 0.04% +1K +12.0% $113.41 +26.1%
93 PWR QUANTA SVCS INC Industrials 2,442.0 $1.3M 0.04% +237.0 +10.8% $549.04 +27.9%
94 DUK DUKE ENERGY CORP NEW Utilities 9,705.0 $1.3M 0.04% +137.0 +1.4% $130.94 -5.4%
95 SO SOUTHERN CO Utilities 13,045.0 $1.3M 0.04% +231.0 +1.8% $96.52 -3.6%
96 ENTERGY CORP NEW 11,003.0 $1.2M 0.03% +1K +15.5% $112.36
97 SRLN SSGA ACTIVE ETF TR 30,492.0 $1.2M 0.03% +299.0 +1.0% $40.14 +0.6%
98 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,572.0 $1.2M 0.03% +13K +73.6% $38.42 -7.3%
99 VXUS VANGUARD STAR FDS 14,630.0 $1.1M 0.03% +80.0 +0.6% $77.11 +12.5%
100 CL COLGATE PALMOLIVE CO Consumer Defensive 12,651.0 $1.1M 0.03% +157.0 +1.3% $85.23 +5.0%
Page 5 of 9  ·  164 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 34.9%
Healthcare 16.8%
Financial Services 12.9%
Industrials 9.0%
Communication Services 8.3%
Energy 5.7%
Consumer Defensive 5.6%
Consumer Cyclical 5.4%
Utilities 0.8%
Basic Materials 0.5%