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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 15 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 D DOMINION ENERGY INC Utilities 11,151.0 $761K 0.02% $68.29 -2.0%
282 CVS CVS HEALTH CORP Healthcare 7,354.0 $761K 0.02% $103.46 -10.2%
283 BLK BLACKROCK INC Financial Services 791.0 $761K 0.02% +10.0 +1.3% $961.49 +22.4%
284 IWB ISHARES TR 1,807.0 $740K 0.02% +1K +141.6% $409.44 +2.5%
285 NVS NOVARTIS AG Healthcare 4,716.0 $739K 0.02% -42.0 -0.9% $156.71 +2.1%
286 AFL AFLAC INC Financial Services 6,264.0 $734K 0.02% -511.0 -7.5% $117.25 -0.9%
287 SCHM SCHWAB STRATEGIC TR 19,856.0 $732K 0.02% -595.0 -2.9% $36.87 -2.7%
288 AMP AMERIPRISE FINL INC Financial Services 1,595.0 $732K 0.02% $458.86 +22.1%
289 ECL ECOLAB INC Basic Materials 2,602.0 $725K 0.02% -176.0 -6.3% $278.56 +3.9%
290 T AT&T INC Communication Services 34,968.0 $724K 0.02% -19K -35.8% $20.70 +24.4%
291 UEC URANIUM ENERGY CORP Energy 66,245.0 $706K 0.01% $10.66 +24.5%
292 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,003.0 $705K 0.01% $703.34 -1.3%
293 SHEL SHELL PLC Energy 8,398.0 $651K 0.01% +184.0 +2.2% $77.54 +18.9%
294 ITOT ISHARES TR 3,944.0 $648K 0.01% +36.0 +0.9% $164.28 +2.2%
295 FFIV F5 INC Technology 1,423.0 $592K 0.01% -32.0 -2.2% $415.96 -8.0%
296 IWP ISHARES TR 3,918.0 $574K 0.01% $146.41 -3.1%
297 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,345.0 $571K 0.01% $131.42 -1.4%
298 EPD ENTERPRISE PRODS PARTNERS L 15,497.0 $570K 0.01% +610.0 +4.1% $36.76
299 SPACE EXPLORATION TECHN CORP 3,332.0 $569K 0.01% NEW $170.85
300 HYMB SPDR SERIES TRUST 22,346.0 $568K 0.01% -6K -20.0% $25.44 -2.3%
Page 15 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%