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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 15 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LNG CHENIERE ENERGY INC Energy 2,230.0 $633K 0.02% $283.81 -20.0%
282 XBI SPDR SERIES TRUST 4,868.0 $622K 0.02% -659.0 -11.9% $127.72 +10.2%
283 IYE ISHARES TR 9,592.0 $621K 0.02% -75.0 -0.8% $64.77 -12.4%
284 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,345.0 $621K 0.02% $142.84 -14.4%
285 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,002.0 $618K 0.02% $616.46 +12.1%
286 IYW ISHARES TR 3,379.0 $613K 0.02% -748.0 -18.1% $181.42 +39.8%
287 SPHY SPDR SERIES TRUST 26,224.0 $612K 0.02% -7.2M -99.6% $23.32 +0.5%
288 PSI INVESCO EXCHANGE TRADED FD T 6,440.0 $608K 0.02% -767.0 -10.6% $94.37 +88.9%
289 MCK MCKESSON CORP Healthcare 689.0 $597K 0.02% -62.0 -8.3% $865.85 -13.3%
290 EPD ENTERPRISE PRODS PARTNERS L Energy 14,887.0 $563K 0.02% -1K -6.3% $37.84 -3.3%
291 BP BP PLC Energy 11,922.0 $560K 0.02% +171.0 +1.5% $47.00 -16.8%
292 AZN ASTRAZENECA PLC Healthcare 2,831.0 $558K 0.01% NEW $197.21 -11.3%
293 ITOT ISHARES TR 3,908.0 $557K 0.01% +297.0 +8.2% $142.44 +15.0%
294 SUB ISHARES TR 5,210.0 $555K 0.01% -54.0 -1.0% $106.50 +0.1%
295 LIN LINDE PLC Basic Materials 1,113.0 $552K 0.01% +43.0 +4.0% $495.73 +3.3%
296 FBND FIDELITY MERRIMACK STR TR 12,061.0 $550K 0.01% +149.0 +1.2% $45.62 -0.0%
297 ED CONSOLIDATED EDISON INC Utilities 4,853.0 $549K 0.01% +32.0 +0.7% $113.19 -6.0%
298 BSX BOSTON SCIENTIFIC CORP Healthcare 8,658.0 $543K 0.01% -22K -71.3% $62.75 -27.8%
299 AEM AGNICO EAGLE MINES LTD Basic Materials 2,596.0 $527K 0.01% +30.0 +1.2% $202.96 -17.9%
300 CVS CVS HEALTH CORP Healthcare 7,334.0 $527K 0.01% -12K -62.6% $71.82 +36.9%
Page 15 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%