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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 18 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GD GENERAL DYNAMICS CORP Industrials 1,035.0 $355K 0.01% -23.0 -2.2% $343.29 +2.0%
342 CI THE CIGNA GROUP Healthcare 1,325.0 $353K 0.01% +15.0 +1.1% $266.78 +4.7%
343 SCHG SCHWAB STRATEGIC TR 11,788.0 $343K 0.01% +835.0 +7.6% $29.13 +16.4%
344 IHF ISHARES TR 8,077.0 $338K 0.01% -2K -18.6% $41.85 +24.9%
345 ECBK ECB BANCORP INC Financial Services 20,000.0 $335K 0.01% $16.73 +21.4%
346 BIV VANGUARD BD INDEX FDS 4,315.0 $333K 0.01% +24.0 +0.6% $77.17 -0.8%
347 IP INTERNATIONAL PAPER CO Consumer Cyclical 9,256.0 $330K 0.01% -220.0 -2.3% $35.70 +3.1%
348 XLG INVESCO EXCHANGE TRADED FD T 5,825.0 $318K 0.01% $54.55 +13.2%
349 VOX VANGUARD WORLD FD 1,752.0 $315K 0.01% -100.0 -5.4% $179.81 +3.9%
350 FE FIRSTENERGY CORP Utilities 6,160.0 $312K 0.01% +90.0 +1.5% $50.66 -8.3%
351 CNI CANADIAN NATL RY CO Industrials 3,035.0 $312K 0.01% $102.77 +10.4%
352 EQX EQUINOX GOLD CORP Basic Materials 21,400.0 $309K 0.01% $14.46 -27.3%
353 VCSH VANGUARD SCOTTSDALE FDS 3,885.0 $308K 0.01% +24.0 +0.6% $79.28 -0.5%
354 FOLD AMICUS THERAPEUTIC Healthcare 20,987.0 $303K 0.01% -3K -13.9% $14.46 +0.2%
355 RSPE INVESCO EXCH TRADED FD TR II 10,303.0 $303K 0.01% +78.0 +0.8% $29.43 +14.2%
356 SAN BANCO SANTANDER SA Financial Services 26,792.0 $302K 0.01% -347.0 -1.3% $11.28 +19.7%
357 IGSB ISHARES TR 5,735.0 $301K 0.01% -199.0 -3.4% $52.56 -0.5%
358 WCC WESCO INTL INC Industrials 1,099.0 $301K 0.01% $273.66 +33.5%
359 PANW PALO ALTO NETWORKS INC Technology 1,871.0 $300K 0.01% +348.0 +22.9% $160.28 +79.6%
360 FDVV FIDELITY COVINGTON TRUST 5,420.0 $299K 0.01% $55.24 +9.7%
Page 18 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%