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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 20 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BBUS J P MORGAN EXCHANGE TRADED F 2,225.0 $300K 0.01% $134.70 +2.5%
382 VRIG INVESCO ACTIVELY MANAGED EXC 11,885.0 $298K 0.01% +128.0 +1.1% $25.07 -0.1%
383 ES EVERSOURCE ENERGY Utilities 4,123.0 $298K 0.01% -128.0 -3.0% $72.27 -1.7%
384 EXC EXELON CORP Utilities 6,341.0 $296K 0.01% +814.0 +14.7% $46.62 -5.0%
385 CMI CUMMINS INC Industrials 410.0 $292K 0.01% +10.0 +2.5% $712.60 -19.6%
386 PWV INVESCO EXCHANGE TRADED FD T 3,842.0 $291K 0.01% $75.77 +8.8%
387 FE FIRSTENERGY CORP Utilities 6,109.0 $290K 0.01% -51.0 -0.8% $47.54 -1.9%
388 RSPT INVESCO EXCHANGE TRADED FD T 4,410.0 $284K 0.01% NEW $64.50 -1.6%
389 IWS ISHARES TR 1,717.0 $283K 0.01% $164.57 +4.3%
390 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 406,987.0 $282K 0.01% $0.69 -6.1%
391 CIEN CIENA CORP Technology 561.0 $275K 0.01% +3.0 +0.5% $490.56 -21.0%
392 ENB ENBRIDGE INC Energy 5,060.0 $274K 0.01% +467.0 +10.2% $54.21 -8.2%
393 EFV ISHARES TR 3,547.0 $272K 0.01% +92.0 +2.7% $76.56 +7.9%
394 VEU VANGUARD INTL EQUITY INDEX F 3,201.0 $268K 0.01% $83.74 +2.8%
395 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,180.0 $268K 0.01% $64.01 +15.5%
396 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,481.0 $264K 0.01% +1K +2985.4% $178.28 +19.9%
397 Q QNITY ELECTRONICS INC Technology 1,609.0 $263K 0.01% NEW $163.28 -22.5%
398 AEP AMERICAN ELEC PWR CO INC Utilities 1,902.0 $260K 0.01% -78.0 -3.9% $136.81 -10.3%
399 VHT VANGUARD WORLD FD 869.0 $260K 0.01% +92.0 +11.8% $298.92 +10.1%
400 DGRW WISDOMTREE TR 2,708.0 $259K 0.01% $95.63 +4.0%
Page 20 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%