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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 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XYL XYLEM INC Industrials 58,381.0 $7.0M 0.19% -2K -2.8% $119.50 -6.8%
42 TMO THERMO FISHER SCIENTIFIC INC Healthcare 13,385.0 $6.6M 0.18% -402.0 -2.9% $491.52 -5.5%
43 AME AMETEK INC Industrials 30,679.0 $6.6M 0.18% -219.0 -0.7% $214.36 +10.8%
44 VEA VANGUARD TAX-MANAGED FDS 91,386.0 $5.9M 0.16% -4K -4.0% $64.08 +12.8%
45 NKE NIKE INC Consumer Cyclical 108,364.0 $5.7M 0.16% -2K -1.8% $52.82 -14.4%
46 BK BANK NEW YORK MELLON CORP Financial Services 37,299.0 $4.4M 0.12% -7K -15.8% $118.63 +20.1%
47 TXN TEXAS INSTRS INC Technology 22,345.0 $4.3M 0.12% -175.0 -0.8% $194.14 +66.3%
48 VBK VANGUARD INDEX FDS 14,118.0 $4.3M 0.12% -1K -7.6% $302.26 +18.0%
49 VIS VANGUARD WORLD FD 12,666.0 $4.0M 0.11% -399.0 -3.0% $312.22 +13.2%
50 SUSA ISHARES TR 29,230.0 $3.9M 0.11% -3K -9.1% $132.10 +16.0%
51 FDIS FIDELITY COVINGTON TRUST 40,945.0 $3.8M 0.11% -2K -4.5% $93.26 +9.5%
52 SPYM SPDR SERIES TRUST 49,672.0 $3.8M 0.10% -2K -3.0% $76.54 +14.8%
53 CGW INVESCO EXCH TRADED FD TR II 57,468.0 $3.7M 0.10% -1K -2.0% $63.94 -0.7%
54 BKLN INVESCO EXCH TRADED FD TR II 174,085.0 $3.6M 0.10% -6K -3.2% $20.41 +0.2%
55 ZM ZOOM COMMUNICATIONS INC Technology 43,706.0 $3.5M 0.10% -6K -11.8% $80.39 +7.4%
56 IYT ISHARES TR 43,135.0 $3.2M 0.09% -1K -2.3% $74.60 +12.5%
57 DGRO ISHARES TR 45,123.0 $3.2M 0.09% -1K -2.8% $70.18 +6.6%
58 EEM ISHARES TR 54,784.0 $3.1M 0.09% -640.0 -1.1% $56.79 +24.7%
59 IWF ISHARES TR 7,276.0 $3.1M 0.09% -45.0 -0.6% $426.42 -71.1%
60 GS GOLDMAN SACHS GROUP INC Financial Services 3,663.0 $3.1M 0.09% -36.0 -1.0% $845.97 +29.6%
Page 3 of 8  ·  160 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%