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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 19 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OKE ONEOK INC NEW Energy 3,306.0 $299K 0.01% $90.40 -5.9%
362 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,188.0 $298K 0.01% +37.0 +0.9% $71.18 -13.5%
363 ES EVERSOURCE ENERGY Utilities 4,251.0 $294K 0.01% -384.0 -8.3% $69.27 +0.5%
364 VRIG INVESCO ACTIVELY MANAGED EXC 11,757.0 $294K 0.01% +135.0 +1.2% $25.03 +0.4%
365 VRTX VERTEX PHARMACEUTICALS INC Healthcare 648.0 $289K 0.01% +12.0 +1.9% $446.43 +1.2%
366 SLF SUN LIFE FINANCIAL INC. Financial Services 4,557.0 $285K 0.01% +421.0 +10.2% $62.57 +26.2%
367 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,459.0 $285K 0.01% +48.0 +3.4% $195.37 +13.1%
368 VONG VANGUARD SCOTTSDALE FDS 2,585.0 $284K 0.01% $109.71 +15.6%
369 SPGP INVESCO EXCHANGE TRADED FD T 2,606.0 $280K 0.01% -36.0 -1.4% $107.63 +11.9%
370 AGX ARGAN INC Industrials 504.0 $274K 0.01% NEW $544.18 +35.8%
371 FCX FREEPORT MCMORAN INC Basic Materials 4,649.0 $273K 0.01% $58.78 +16.9%
372 CACI CACI INTL INC Technology 500.0 $272K 0.01% $543.87 -14.2%
373 EXC EXELON CORP Utilities 5,527.0 $271K 0.01% +247.0 +4.7% $49.02 -6.5%
374 PWV INVESCO EXCHANGE TRADED FD T 3,842.0 $268K 0.01% -29.0 -0.8% $69.71 +7.6%
375 IWB ISHARES TR 748.0 $267K 0.01% $356.73 +14.5%
376 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 189,750.0 $266K 0.01% $1.40 +50.0%
377 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,494.0 $265K 0.01% $59.03 -7.2%
378 CWST CASELLA WASTE SYS INC Industrials 3,300.0 $262K 0.01% $79.34 +9.6%
379 RL RALPH LAUREN CORP Consumer Cyclical 760.0 $261K 0.01% +10.0 +1.3% $343.99 +20.1%
380 BBUS J P MORGAN EXCHANGE TRADED F 2,219.0 $260K 0.01% $117.18 +15.2%
Page 19 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%