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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGE ISHARES INC 26,763.0 $1.5M 0.03% -735.0 -2.7% $54.69 -1.1%
62 KCE SPDR SERIES TRUST 9,674.0 $1.4M 0.03% -580.0 -5.7% $147.23 +16.1%
63 EMR EMERSON ELEC CO Industrials 9,861.0 $1.4M 0.03% -207.0 -2.1% $143.15 +8.2%
64 DHR DANAHER CORP DEL Healthcare 7,017.0 $1.3M 0.03% -7K -49.2% $190.49 +13.4%
65 LOW LOWES COS INC Consumer Cyclical 5,728.0 $1.3M 0.03% -700.0 -10.9% $220.50 -2.7%
66 SOXX ISHARES TR 1,916.0 $1.2M 0.03% -53.0 -2.7% $640.60 -19.8%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 12,509.0 $1.1M 0.03% -142.0 -1.1% $91.68 -0.4%
68 PSI INVESCO EXCHANGE TRADED FD T 6,036.0 $1.1M 0.03% -404.0 -6.3% $187.82 -27.6%
69 BA BOEING CO Industrials 5,092.0 $1.1M 0.02% -3K -34.2% $216.47 -2.5%
70 CTVA CORTEVA INC Basic Materials 11,953.0 $1.0M 0.02% -7K -36.8% $84.69 -1.9%
71 PCAR PACCAR INC Industrials 8,361.0 $1.0M 0.02% -642.0 -7.1% $120.13 +7.6%
72 SOXQ INVESCO EXCH TRADED FD TR II 8,583.0 $962K 0.02% -147.0 -1.7% $112.10 -18.7%
73 TGT TARGET CORP Consumer Defensive 7,346.0 $959K 0.02% -40.0 -0.5% $130.61 +25.2%
74 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 20,621.0 $939K 0.02% -250.0 -1.2% $45.52 +34.2%
75 RSPC INVESCO EXCHANGE TRADED FD T 26,250.0 $927K 0.02% -859.0 -3.2% $35.30 +7.2%
76 SPYM SPDR SERIES TRUST 10,459.0 $919K 0.02% -39K -78.9% $87.88 +2.6%
77 RHI ROBERT HALF INC. Industrials 28,763.0 $883K 0.02% -10K -25.6% $30.70 +46.3%
78 ROK ROCKWELL AUTOMATION INC Industrials 1,704.0 $844K 0.02% -170.0 -9.1% $495.21 -13.3%
79 SMHX VANECK ETF TRUST 12,890.0 $824K 0.02% -570.0 -4.2% $63.89 -14.0%
80 TRMK TRUSTMARK CORP Financial Services 17,883.0 $823K 0.02% -2K -9.5% $46.01 +0.2%
Page 4 of 6  ·  120 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%