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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPD ENTERPRISE PRODS PARTNERS L 15,497.0 $570K 0.01% +610.0 +4.1% $36.76
142 SUB ISHARES TR 5,243.0 $558K 0.01% +33.0 +0.6% $106.48 -0.1%
143 FBND FIDELITY MERRIMACK STR TR 12,218.0 $556K 0.01% +157.0 +1.3% $45.49 -0.7%
144 ED CONSOLIDATED EDISON INC Utilities 5,001.0 $553K 0.01% +148.0 +3.0% $110.64 -3.2%
145 QUAL ISHARES TR 2,218.0 $487K 0.01% +88.0 +4.1% $219.43 +2.1%
146 CSX CSX CORP Industrials 10,044.0 $477K 0.01% +287.0 +2.9% $47.53 +8.4%
147 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 46,850.0 $468K 0.01% +9K +23.4% $10.00 -1.7%
148 THG HANOVER INS GROUP INC Financial Services 2,143.0 $459K 0.01% +20.0 +0.9% $214.10 +6.1%
149 CEG CONSTELLATION ENERGY CORP Utilities 1,829.0 $454K 0.01% +200.0 +12.3% $248.32 +12.1%
150 IJS ISHARES TR 3,252.0 $444K 0.01% +110.0 +3.5% $136.67 +0.8%
151 KMI KINDER MORGAN INC DEL Energy 13,808.0 $441K 0.01% +363.0 +2.7% $31.97 -3.2%
152 NEM NEWMONT CORP Basic Materials 4,113.0 $384K 0.01% +63.0 +1.6% $93.39 +44.7%
153 MUB ISHARES TR 3,561.0 $383K 0.01% +26.0 +0.7% $107.63 -1.9%
154 GD GENERAL DYNAMICS CORP Industrials 1,078.0 $382K 0.01% +43.0 +4.2% $354.16 +6.3%
155 VRTX VERTEX PHARMACEUTICALS INC Healthcare 759.0 $377K 0.01% +111.0 +17.1% $496.62 +11.3%
156 FDX FEDEX CORP Industrials 1,196.0 $375K 0.01% +57.0 +5.0% $313.14 +6.6%
157 SAN BANCO SANTANDER SA Financial Services 27,068.0 $374K 0.01% +276.0 +1.0% $13.80 +6.0%
158 CI THE CIGNA GROUP Healthcare 1,342.0 $370K 0.01% +17.0 +1.3% $275.67 +1.3%
159 VONG VANGUARD SCOTTSDALE FDS 2,890.0 $369K 0.01% +305.0 +11.8% $127.82 -1.9%
160 XLG INVESCO EXCHANGE TRADED FD T 6,028.0 $369K 0.01% +203.0 +3.5% $61.23 +1.4%
Page 8 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%