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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TT TRANE TECHNOLOGIES PLC Industrials 2,576.0 $1.1M 0.03% +15.0 +0.6% $416.75 +16.0%
102 WMB WILLIAMS COS INC Energy 14,233.0 $1.0M 0.03% +2K +14.2% $72.78 +0.5%
103 MUNI PIMCO ETF TR 19,830.0 $1.0M 0.03% +7K +52.3% $52.19 +0.6%
104 VBR VANGUARD INDEX FDS 4,747.0 $1.0M 0.03% +66.0 +1.4% $217.27 +9.7%
105 LNC LINCOLN NATL CORP IND Financial Services 28,303.0 $1.0M 0.03% +8K +38.7% $35.50 +4.7%
106 SCHD SCHWAB STRATEGIC TR 31,712.0 $973K 0.03% +5K +18.0% $30.68 +3.8%
107 HDSN HUDSON TECHNOLOGIES INC Basic Materials 158,618.0 $933K 0.03% +117K +285.3% $5.88 -0.0%
108 MO ALTRIA GROUP INC Consumer Defensive 13,197.0 $871K 0.02% +328.0 +2.5% $65.99 +4.7%
109 BLD TOPBUILD COR Industrials 2,296.0 $806K 0.02% +262.0 +12.9% $351.25 +21.4%
110 ACWX ISHARES TR 11,444.0 $784K 0.02% +4K +46.2% $68.47 +12.6%
111 TRV TRAVELERS COMPANIES INC Financial Services 2,560.0 $747K 0.02% +30.0 +1.2% $291.67 +5.5%
112 CB CHUBB LTD SWITZ Financial Services 2,279.0 $743K 0.02% +57.0 +2.6% $325.92 -0.8%
113 ECL ECOLAB INC Basic Materials 2,778.0 $739K 0.02% +911.0 +48.8% $266.05 +1.2%
114 NVS NOVARTIS AG Healthcare 4,758.0 $727K 0.02% +120.0 +2.6% $152.74 -3.7%
115 AMP AMERIPRISE FINL INC Financial Services 1,592.0 $707K 0.02% +53.0 +3.4% $444.33 +5.2%
116 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,324.0 $675K 0.02% +60.0 +1.8% $203.16 +7.5%
117 GLW CORNING INC Technology 4,823.0 $656K 0.02% +161.0 +3.5% $135.97 +43.4%
118 BP BP PLC Energy 11,922.0 $560K 0.02% +171.0 +1.5% $47.00 -16.8%
119 ITOT ISHARES TR 3,908.0 $557K 0.01% +297.0 +8.2% $142.44 +15.0%
120 LIN LINDE PLC Basic Materials 1,113.0 $552K 0.01% +43.0 +4.0% $495.73 +3.3%
Page 6 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%