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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 16 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SUB ISHARES TR 5,243.0 $558K 0.01% +33.0 +0.6% $106.48 -0.1%
302 FBND FIDELITY MERRIMACK STR TR 12,218.0 $556K 0.01% +157.0 +1.3% $45.49 -0.8%
303 ED CONSOLIDATED EDISON INC Utilities 5,001.0 $553K 0.01% +148.0 +3.0% $110.64 -2.3%
304 NKE NIKE INC Consumer Cyclical 13,334.0 $547K 0.01% -95K -87.7% $41.05 -6.0%
305 IYE ISHARES TR 9,590.0 $543K 0.01% $56.59 +16.7%
306 LNG CHENIERE ENERGY INC Energy 2,240.0 $535K 0.01% $238.96 +18.9%
307 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,636.0 $514K 0.01% $91.20 -18.8%
308 YUM YUM BRANDS INC Consumer Cyclical 3,212.0 $514K 0.01% $159.88 -3.4%
309 KRE SPDR SERIES TRUST 6,776.0 $507K 0.01% $74.85 -0.4%
310 PLTR PALANTIR TECHNOLOGIES INC Technology 4,319.0 $504K 0.01% -4K -49.1% $116.67 +52.1%
311 MET METLIFE INC Financial Services 5,951.0 $503K 0.01% -30.0 -0.5% $84.60 +14.1%
312 MCK MCKESSON CORP Healthcare 666.0 $503K 0.01% -23.0 -3.3% $755.53 +18.7%
313 PH PARKER-HANNIFIN CORP Industrials 510.0 $499K 0.01% -1K -69.5% $977.47 +6.3%
314 ESE ESCO TECHNOLOGIES INC Technology 1,405.0 $492K 0.01% -14.0 -1.0% $349.93 -19.1%
315 QUAL ISHARES TR 2,218.0 $487K 0.01% +88.0 +4.1% $219.43 +2.0%
316 CSX CSX CORP Industrials 10,044.0 $477K 0.01% +287.0 +2.9% $47.53 +8.9%
317 EBC EASTERN BANKSHARES INC Financial Services 21,411.0 $476K 0.01% $22.24 +0.7%
318 SPHY SPDR SERIES TRUST 20,144.0 $472K 0.01% -6K -23.2% $23.44 -0.3%
319 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 46,850.0 $468K 0.01% +9K +23.4% $10.00 -1.7%
320 ATO ATMOS ENERGY CORP Utilities 2,709.0 $467K 0.01% $172.29 -1.6%
Page 16 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%