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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 22 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 INVA INNOVIVA INC Healthcare 9,722.0 $221K 0.01% -147.0 -1.5% $22.71 -6.8%
422 EQIX EQUINIX INC Real Estate 208.0 $216K 0.01% -14.0 -6.3% $1040.65 +3.2%
423 IVOO VANGUARD ADMIRAL FDS INC 1,654.0 $216K 0.01% NEW $130.41 -1.2%
424 A AGILENT TECHNOLOGIES INC Healthcare 1,612.0 $214K 0.01% NEW $132.82 +16.5%
425 FNDF SCHWAB STRATEGIC TR 4,045.0 $213K 0.01% NEW $52.76 +6.0%
426 CASY CASEYS GEN STORES INC Consumer Cyclical 266.0 $212K 0.01% NEW $796.14 +3.6%
427 AIG AMERICAN INTL GROUP INC Financial Services 2,797.0 $208K 0.01% +43.0 +1.6% $74.53 +2.5%
428 EQX EQUINOX GOLD CORP Basic Materials 21,400.0 $208K 0.00% $9.72 +43.8%
429 ARW ARROW ELECTRS INC Technology 955.0 $204K 0.00% NEW $213.42 -5.1%
430 CNP CENTERPOINT ENERGY INC Utilities 4,617.0 $203K 0.00% NEW $44.04 -11.6%
431 GPC GENUINE PARTS CO Consumer Cyclical 1,715.0 $202K 0.00% -252.0 -12.8% $117.99 +16.9%
432 DAL DELTA AIR LINES INC Industrials 2,158.0 $202K 0.00% NEW $93.64 -10.7%
433 EATON VANCE TAX-MANAGED BUY- 12,045.0 $179K 0.00% NEW $14.88
434 EVN EATON VANCE MUN INCOME TR Financial Services 15,863.0 $179K 0.00% NEW $11.26 -4.1%
435 PML PIMCO MUN INCOME FD II Financial Services 23,214.0 $177K 0.00% $7.61 -3.7%
436 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 16,671.0 $176K 0.00% NEW $10.57 -4.7%
437 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 10,776.0 $175K 0.00% NEW $16.28 -1.4%
438 EIM EATON VANCE MUN BD FD Financial Services 17,503.0 $174K 0.00% $9.96 -2.9%
439 F FORD MTR CO Consumer Cyclical 11,889.0 $165K 0.00% -2K -12.9% $13.90 +0.4%
440 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 37,842.0 $157K 0.00% +10K +34.3% $4.16 +102.9%
Page 22 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%