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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 17 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IMMUNITYBIO INC 53,307.0 $467K 0.01% $8.76
322 THG HANOVER INS GROUP INC Financial Services 2,143.0 $459K 0.01% +20.0 +0.9% $214.10 +6.1%
323 CEG CONSTELLATION ENERGY CORP Utilities 1,829.0 $454K 0.01% +200.0 +12.3% $248.32 +12.1%
324 IHE ISHARES TR 4,567.0 $452K 0.01% $99.01 +8.5%
325 AZN ASTRAZENECA PLC Healthcare 2,381.0 $451K 0.01% -450.0 -15.9% $189.61 -10.5%
326 BURL BURLINGTON STORES INC Consumer Cyclical 1,417.0 $449K 0.01% NEW $316.77 -0.5%
327 USHY ISHARES TR 12,081.0 $447K 0.01% -9K -42.4% $37.02 -0.2%
328 IJS ISHARES TR 3,252.0 $444K 0.01% +110.0 +3.5% $136.67 +0.8%
329 SRE SEMPRA Utilities 4,786.0 $444K 0.01% NEW $92.72 -9.4%
330 RVMD REVOLUTION MEDICINES INC Healthcare 2,369.0 $444K 0.01% NEW $187.28 +12.9%
331 KMI KINDER MORGAN INC DEL Energy 13,808.0 $441K 0.01% +363.0 +2.7% $31.97 -3.2%
332 IVW ISHARES TR 3,205.0 $441K 0.01% $137.53 +0.9%
333 FNDX SCHWAB STRATEGIC TR 14,003.0 $435K 0.01% $31.10 +4.6%
334 BP BP PLC Energy 11,757.0 $434K 0.01% -165.0 -1.4% $36.95 +16.0%
335 IWY ISHARES TR 1,451.0 $422K 0.01% $290.58 -2.0%
336 FLDR FIDELITY MERRIMACK STR TR 8,391.0 $420K 0.01% -115.0 -1.4% $50.11 +0.2%
337 AGX ARGAN INC Industrials 504.0 $402K 0.01% $798.47 -43.6%
338 ECBK ECB BANCORP INC Financial Services 20,000.0 $402K 0.01% $20.08 +4.0%
339 AEM AGNICO EAGLE MINES LTD Basic Materials 2,579.0 $400K 0.01% -17.0 -0.7% $155.15 +44.4%
340 SCHG SCHWAB STRATEGIC TR 11,799.0 $399K 0.01% $33.84 +4.4%
Page 17 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%