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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 12 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSX PHILLIPS 66 Energy 8,551.0 $1.4M 0.03% $169.06 +43.3%
222 KCE SPDR SERIES TRUST 9,674.0 $1.4M 0.03% -580.0 -5.7% $147.23 +16.0%
223 MUSA MURPHY USA INC Consumer Cyclical 2,633.0 $1.4M 0.03% $538.87 -1.3%
224 EMR EMERSON ELEC CO Industrials 9,861.0 $1.4M 0.03% -207.0 -2.1% $143.15 +10.6%
225 DHR DANAHER CORP DEL Healthcare 7,017.0 $1.3M 0.03% -7K -49.2% $190.49 +13.1%
226 DUK DUKE ENERGY CORP NEW Utilities 10,521.0 $1.3M 0.03% +816.0 +8.4% $126.59 -3.7%
227 MPC MARATHON PETE CORP Energy 5,147.0 $1.3M 0.03% +82.0 +1.6% $255.68 +41.7%
228 VXUS VANGUARD STAR FDS 14,927.0 $1.3M 0.03% +297.0 +2.0% $85.49 +2.7%
229 TT TRANE TECHNOLOGIES PLC Industrials 2,591.0 $1.3M 0.03% +15.0 +0.6% $491.13 -5.6%
230 MUNI PIMCO ETF TR 24,024.0 $1.3M 0.03% +4K +21.1% $52.60 -1.6%
231 LOW LOWES COS INC Consumer Cyclical 5,728.0 $1.3M 0.03% -700.0 -10.9% $220.50 -4.6%
232 VO VANGUARD INDEX FDS 15,659.0 $1.3M 0.03% +12K +311.9% $80.57 +3.2%
233 URI UNITED RENTALS INC Industrials 1,107.0 $1.3M 0.03% NEW $1132.59 -6.6%
234 SRLN SSGA ACTIVE ETF TR 30,953.0 $1.2M 0.03% +461.0 +1.5% $40.29 +1.0%
235 SO SOUTHERN CO Utilities 12,995.0 $1.2M 0.03% $95.71 -6.2%
236 SCHB SCHWAB STRATEGIC TR 42,859.0 $1.2M 0.03% $28.96 +2.2%
237 SOXX ISHARES TR 1,916.0 $1.2M 0.03% -53.0 -2.7% $640.60 -19.5%
238 VOT VANGUARD INDEX FDS 3,938.0 $1.2M 0.03% +185.0 +4.9% $306.29 -0.4%
239 NFLX NETFLIX INC. Communication Services 16,831.0 $1.2M 0.03% $71.40 +14.1%
240 VLO VALERO ENERGY CORP Energy 4,560.0 $1.2M 0.03% $260.46 +33.6%
Page 12 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%