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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 14 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ACWX ISHARES TR 12,267.0 $934K 0.02% +823.0 +7.2% $76.11 +2.4%
262 IWR ISHARES TR 8,453.0 $933K 0.02% +545.0 +6.9% $110.32 +2.7%
263 RSPC INVESCO EXCHANGE TRADED FD T 26,250.0 $927K 0.02% -859.0 -3.2% $35.30 +6.7%
264 SPYM SPDR SERIES TRUST 10,459.0 $919K 0.02% -39K -78.9% $87.88 +2.5%
265 IYW ISHARES TR 3,512.0 $886K 0.02% +133.0 +3.9% $252.23 -2.3%
266 SDY SPDR SERIES TRUST 5,810.0 $884K 0.02% +31.0 +0.5% $152.18 +4.2%
267 TRV TRAVELERS COMPANIES INC Financial Services 2,675.0 $883K 0.02% +115.0 +4.5% $330.18 +12.5%
268 RHI ROBERT HALF INC. Industrials 28,763.0 $883K 0.02% -10K -25.6% $30.70 +44.5%
269 SYY SYSCO CORP Consumer Defensive 10,557.0 $882K 0.02% $83.58 -0.2%
270 CARR CARRIER GLOBAL CORPORATION Industrials 11,743.0 $861K 0.02% +80.0 +0.7% $73.35 -19.8%
271 ROK ROCKWELL AUTOMATION INC Industrials 1,704.0 $844K 0.02% -170.0 -9.1% $495.21 -12.8%
272 OEF ISHARES TR 2,301.0 $842K 0.02% $365.90 +3.1%
273 SMHX VANECK ETF TRUST 12,890.0 $824K 0.02% -570.0 -4.2% $63.89 -13.5%
274 TRMK TRUSTMARK CORP Financial Services 17,883.0 $823K 0.02% -2K -9.5% $46.01 +0.6%
275 VV VANGUARD INDEX FDS 2,346.0 $807K 0.02% -145.0 -5.8% $343.84 +2.5%
276 SMH VANECK ETF TRUST 1,222.0 $802K 0.02% -10.0 -0.8% $656.12 -15.3%
277 CB CHUBB LIMITED Financial Services 2,290.0 $780K 0.02% $340.77 +0.9%
278 PANW PALO ALTO NETWORKS INC Technology 2,270.0 $774K 0.02% +399.0 +21.3% $340.95 -0.2%
279 SPYV SPDR SERIES TRUST 12,577.0 $765K 0.02% +80.0 +0.6% $60.79 +4.7%
280 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,599.0 $762K 0.02% +50.0 +2.0% $293.14 +4.6%
Page 14 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%