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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 17 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EBC EASTERN BANKSHARES INC Financial Services 21,309.0 $417K 0.01% -5K -18.7% $19.56 +5.3%
322 IMMUNITYBIO INC 53,307.0 $409K 0.01% -5K -8.8% $7.67
323 QUAL ISHARES TR 2,130.0 $409K 0.01% +142.0 +7.1% $191.80 +12.6%
324 FDX FEDEX CORP Industrials 1,139.0 $406K 0.01% +20.0 +1.8% $356.09 -8.4%
325 JMST J P MORGAN EXCHANGE TRADED F 7,897.0 $403K 0.01% -1.0M -99.2% $50.98 -0.0%
326 CSX CSX CORP Industrials 9,757.0 $401K 0.01% +435.0 +4.7% $41.05 +11.2%
327 ESE ESCO TECHNOLOGIES INC Technology 1,419.0 $399K 0.01% +48.0 +3.5% $281.41 +22.1%
328 AZO AUTOZONE INC Consumer Cyclical 117.0 $396K 0.01% -1.0 -0.8% $3387.85 -9.5%
329 IHE ISHARES TR 4,554.0 $395K 0.01% -18K -79.7% $86.69 +6.0%
330 FNDX SCHWAB STRATEGIC TR 13,953.0 $389K 0.01% -789.0 -5.3% $27.85 +11.5%
331 OTIS OTIS WORLDWIDE CORP Industrials 4,939.0 $381K 0.01% $77.07 -4.9%
332 MUB ISHARES TR 3,535.0 $375K 0.01% +18.0 +0.5% $106.14 +1.1%
333 IJS ISHARES TR 3,142.0 $372K 0.01% $118.45 +12.6%
334 THG HANOVER INS GROUP INC Financial Services 2,123.0 $368K 0.01% +29.0 +1.4% $173.31 +14.2%
335 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,618.0 $363K 0.01% $64.61 +54.4%
336 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 406,987.0 $362K 0.01% $0.89 -25.5%
337 IVW ISHARES TR 3,202.0 $362K 0.01% $113.11 +22.0%
338 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 37,952.0 $361K 0.01% $9.52 -5.6%
339 IWY ISHARES TR 1,449.0 $361K 0.01% $248.91 +16.0%
340 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,751.0 $360K 0.01% $131.01 -6.4%
Page 17 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%