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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 20 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AEP AMERICAN ELEC PWR CO INC Utilities 1,980.0 $260K 0.01% +148.0 +8.1% $131.12 -2.6%
382 SPIB SPDR SERIES TRUST 7,737.0 $259K 0.01% -3K -27.7% $33.54 -0.4%
383 EFV ISHARES TR 3,455.0 $257K 0.01% $74.34 +3.1%
384 HOLOGIC INC 3,392.0 $256K 0.01% +178.0 +5.5% $75.59
385 SPGI S&P GLOBAL INC Financial Services 597.0 $254K 0.01% -15.0 -2.5% $425.59 -3.4%
386 WM WASTE MGMT INC DEL Industrials 1,094.0 $251K 0.01% +42.0 +4.0% $229.72 -6.6%
387 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 4,005.0 $251K 0.01% -435.0 -9.8% $62.70 +30.5%
388 IWS ISHARES TR 1,712.0 $249K 0.01% +15.0 +0.9% $145.72 +11.8%
389 ADI ANALOG DEVICES INC Technology 782.0 $249K 0.01% +8.0 +1.0% $318.12 +36.6%
390 ENB ENBRIDGE INC Energy 4,593.0 $249K 0.01% +56.0 +1.2% $54.14 +0.8%
391 O REALTY INCOME CORP Real Estate 3,971.0 $243K 0.01% +129.0 +3.4% $61.18 -1.5%
392 OXY OCCIDENTAL PETE CORP Energy 3,735.0 $243K 0.01% NEW $65.00 -20.3%
393 ET ENERGY TRANSFER L P Energy 12,559.0 $242K 0.01% $19.30 -2.8%
394 IAU ISHARES GOLD TR Financial Services 2,728.0 $240K 0.01% NEW $88.16 -10.0%
395 VEU VANGUARD INTL EQUITY INDEX F 3,187.0 $239K 0.01% $75.10 +13.1%
396 DGRW WISDOMTREE TR 2,700.0 $237K 0.01% $87.84 +9.2%
397 HCA HCA HEALTHCARE INC Healthcare 489.0 $232K 0.01% -3.0 -0.6% $473.44 -20.8%
398 INVA INNOVIVA INC Healthcare 9,869.0 $230K 0.01% -2K -14.5% $23.30 -3.5%
399 EME EMCOR GROUP INC Industrials 306.0 $226K 0.01% NEW $737.33 +13.5%
400 AMT AMERICAN TOWER CORP Real Estate 1,272.0 $219K 0.01% +75.0 +6.3% $172.53 +2.0%
Page 20 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%