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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 11 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRSH MARSH & MCLENNAN COS INC Financial Services 8,758.0 $1.5M 0.04% -125.0 -1.4% $173.45 -6.4%
202 LOW LOWES COS INC Consumer Cyclical 6,428.0 $1.5M 0.04% $236.28 -6.0%
203 CFG CITIZENS FINL GROUP INC Financial Services 24,988.0 $1.5M 0.04% NEW $59.97 +11.9%
204 SCHA SCHWAB STRATEGIC TR 51,480.0 $1.5M 0.04% -542.0 -1.0% $29.08 +21.0%
205 PH PARKER-HANNIFIN CORP Industrials 1,671.0 $1.5M 0.04% +683.0 +69.1% $895.50 +6.5%
206 APH AMPHENOL CORP Technology 11,528.0 $1.5M 0.04% +694.0 +6.4% $126.35 +29.8%
207 RSG REPUBLIC SVCS INC Industrials 6,588.0 $1.4M 0.04% +721.0 +12.3% $219.01 -6.4%
208 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.04% $718140.00
209 LEA LEAR CORP Consumer Cyclical 11,666.0 $1.4M 0.04% -223.0 -1.9% $121.08 +15.4%
210 KCE SPDR SERIES TRUST 10,254.0 $1.4M 0.04% -40K -79.7% $137.60 +12.5%
211 GM GENERAL MTRS CO Consumer Cyclical 18,895.0 $1.4M 0.04% NEW $74.50 +6.4%
212 DVY ISHARES TR 9,274.0 $1.4M 0.04% $151.42 +1.2%
213 AVY AVERY DENNISON CORP Industrials 7,909.0 $1.4M 0.04% NEW $172.68 -8.1%
214 C CITIGROUP INC Financial Services 11,846.0 $1.3M 0.04% +1K +12.0% $113.41 +26.1%
215 PWR QUANTA SVCS INC Industrials 2,442.0 $1.3M 0.04% +237.0 +10.8% $549.04 +27.9%
216 EMR EMERSON ELEC CO Industrials 10,068.0 $1.3M 0.04% -156.0 -1.5% $131.02 +15.0%
217 MUSA MURPHY USA INC Consumer Cyclical 2,633.0 $1.3M 0.04% $493.97 +11.6%
218 VGT VANGUARD WORLD FD 1,852.0 $1.3M 0.04% -2K -54.0% $697.88 -82.8%
219 DUK DUKE ENERGY CORP NEW Utilities 9,705.0 $1.3M 0.04% +137.0 +1.4% $130.94 -5.4%
220 SO SOUTHERN CO Utilities 13,045.0 $1.3M 0.04% +231.0 +1.8% $96.52 -3.6%
Page 11 of 22  ·  433 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%