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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 13 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MFC MANULIFE FINL CORP Financial Services 29,032.0 $1.2M 0.03% +604.0 +2.1% $40.51 +7.1%
242 VBR VANGUARD INDEX FDS 4,766.0 $1.2M 0.03% $242.97 +2.6%
243 CL COLGATE PALMOLIVE CO Consumer Defensive 12,509.0 $1.1M 0.03% -142.0 -1.1% $91.68 +0.2%
244 PSI INVESCO EXCHANGE TRADED FD T 6,036.0 $1.1M 0.03% -404.0 -6.3% $187.82 -27.5%
245 HONEYWELL INTL INC 4,955.0 $1.1M 0.02% NEW $223.92
246 BA BOEING CO Industrials 5,092.0 $1.1M 0.02% -3K -34.2% $216.47 -2.2%
247 HONEYWELL AEROSPACE INC 4,927.0 $1.1M 0.02% NEW $221.08
248 WDC WESTERN DIGITAL CORP Technology 1,693.0 $1.1M 0.02% NEW $638.88 -27.1%
249 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,123.0 $1.0M 0.02% +1K +89.3% $330.43 +0.3%
250 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,877.0 $1.0M 0.02% +305.0 +1.0% $33.29 +33.5%
251 MGK VANGUARD WORLD FD 11,627.0 $1.0M 0.02% +9K +395.6% $87.91 +1.0%
252 SCHD SCHWAB STRATEGIC TR 32,039.0 $1.0M 0.02% +327.0 +1.0% $31.71 +10.6%
253 CTVA CORTEVA INC Basic Materials 11,953.0 $1.0M 0.02% -7K -36.8% $84.69 -1.9%
254 PCAR PACCAR INC Industrials 8,361.0 $1.0M 0.02% -642.0 -7.1% $120.13 +7.5%
255 VFH VANGUARD WORLD FD 7,625.0 $1.0M 0.02% NEW $131.61 +8.1%
256 LNC LINCOLN NATL CORP IND Financial Services 28,341.0 $1.0M 0.02% $35.35 +21.3%
257 MO ALTRIA GROUP INC Consumer Defensive 13,512.0 $972K 0.02% +315.0 +2.4% $71.95 -4.3%
258 SOXQ INVESCO EXCH TRADED FD TR II 8,583.0 $962K 0.02% -147.0 -1.7% $112.10 -18.6%
259 TGT TARGET CORP Consumer Defensive 7,346.0 $959K 0.02% -40.0 -0.5% $130.61 +25.3%
260 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 20,621.0 $939K 0.02% -250.0 -1.2% $45.52 +33.4%
Page 13 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%