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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 12 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MTB M & T BK CORP Financial Services 6,090.0 $1.3M 0.04% -580.0 -8.7% $206.73 +8.9%
222 ESGE ISHARES INC 27,498.0 $1.3M 0.04% -3K -8.4% $45.47 +24.4%
223 PLTR PALANTIR TECHNOLOGIES INC Technology 8,486.0 $1.2M 0.03% -5K -37.3% $146.28 -12.2%
224 MPC MARATHON PETE CORP Energy 5,065.0 $1.2M 0.03% $244.16 -0.5%
225 ENTERGY CORP NEW 11,003.0 $1.2M 0.03% +1K +15.5% $112.36
226 SRLN SSGA ACTIVE ETF TR 30,492.0 $1.2M 0.03% +299.0 +1.0% $40.14 +0.6%
227 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,572.0 $1.2M 0.03% +13K +73.6% $38.42 -7.3%
228 VXUS VANGUARD STAR FDS 14,630.0 $1.1M 0.03% +80.0 +0.6% $77.11 +12.5%
229 VLO VALERO ENERGY CORP Energy 4,538.0 $1.1M 0.03% $247.06 -4.4%
230 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 20,871.0 $1.1M 0.03% -205.0 -1.0% $52.76 -7.5%
231 VO VANGUARD INDEX FDS 3,802.0 $1.1M 0.03% -158.0 -4.0% $287.14 -72.1%
232 CL COLGATE PALMOLIVE CO Consumer Defensive 12,651.0 $1.1M 0.03% +157.0 +1.3% $85.23 +5.0%
233 TT TRANE TECHNOLOGIES PLC Industrials 2,576.0 $1.1M 0.03% +15.0 +0.6% $416.75 +16.0%
234 SCHB SCHWAB STRATEGIC TR 42,749.0 $1.1M 0.03% $25.10 +15.4%
235 SBUX STARBUCKS CORP Consumer Cyclical 11,678.0 $1.0M 0.03% -606.0 -4.9% $89.59 +12.3%
236 PCAR PACCAR INC Industrials 9,003.0 $1.0M 0.03% -184.0 -2.0% $115.50 +3.0%
237 WMB WILLIAMS COS INC Energy 14,233.0 $1.0M 0.03% +2K +14.2% $72.78 +0.5%
238 MUNI PIMCO ETF TR 19,830.0 $1.0M 0.03% +7K +52.3% $52.19 +0.6%
239 VBR VANGUARD INDEX FDS 4,747.0 $1.0M 0.03% +66.0 +1.4% $217.27 +9.7%
240 RSPC INVESCO EXCHANGE TRADED FD T 27,109.0 $1.0M 0.03% -136K -83.3% $37.40 -4.5%
Page 12 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%