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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 11 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ORCL ORACLE CORP Technology 13,047.0 $1.9M 0.04% -387.0 -2.9% $146.55 +1.6%
202 SCHA SCHWAB STRATEGIC TR 52,508.0 $1.9M 0.04% +1K +2.0% $36.13 -3.9%
203 CAH CARDINAL HEALTH INC Healthcare 7,964.0 $1.9M 0.04% +520.0 +7.0% $237.56 +0.4%
204 C CITIGROUP INC Financial Services 13,391.0 $1.9M 0.04% +2K +13.0% $139.96 -4.6%
205 DELL DELL TECHNOLOGIES INC Technology 4,205.0 $1.8M 0.04% +2K +64.5% $431.43 +7.6%
206 EXPD EXPEDITORS INTL WASH INC Industrials 11,033.0 $1.8M 0.04% -81.0 -0.7% $162.97 +16.7%
207 ACGL ARCH CAP GROUP LTD Financial Services 17,685.0 $1.7M 0.04% NEW $97.06 +3.8%
208 FCX FREEPORT MCMORAN INC Basic Materials 26,549.0 $1.7M 0.04% +22K +471.1% $62.89 +25.6%
209 ENTERGY CORP NEW 14,108.0 $1.6M 0.04% +3K +28.2% $114.86
210 WAT WATERS CORP Healthcare 4,272.0 $1.6M 0.04% NEW $375.04 +10.4%
211 GM GENERAL MTRS CO Consumer Cyclical 20,178.0 $1.6M 0.03% +1K +6.8% $77.08 +12.0%
212 LIN LINDE PLC Basic Materials 2,892.0 $1.5M 0.03% +2K +159.8% $518.91 -5.5%
213 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.03% $748850.00
214 MRSH MARSH & MCLENNAN COS INC Financial Services 8,983.0 $1.5M 0.03% +225.0 +2.6% $166.67 +16.0%
215 MMM 3M CO Industrials 9,236.0 $1.5M 0.03% -11K -54.4% $161.92 +11.2%
216 LEA LEAR CORP Consumer Cyclical 11,022.0 $1.5M 0.03% -644.0 -5.5% $134.06 -7.2%
217 ESGE ISHARES INC 26,763.0 $1.5M 0.03% -735.0 -2.7% $54.69 -1.2%
218 GLW CORNING INC Technology 5,707.0 $1.5M 0.03% +884.0 +18.3% $255.44 -40.2%
219 DVY ISHARES TR 9,306.0 $1.5M 0.03% $156.29 +5.6%
220 MTB M & T BK CORP Financial Services 6,091.0 $1.4M 0.03% $238.02 +1.5%
Page 11 of 23  ·  449 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%