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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 3 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETN EATON CORP PLC Industrials 59,256.0 $25.3M 0.55% $426.12 -3.2%
42 RF REGIONS FINANCIAL CORP NEW Financial Services 835,596.0 $25.2M 0.55% $30.20 +0.8%
43 META META PLATFORMS INC Communication Services 43,780.0 $24.7M 0.53% +381.0 +0.9% $563.29 +0.0%
44 FTXL FIRST TR EXCHANGE TRADED FD 81,575.0 $23.2M 0.50% -2K -2.3% $284.95 -21.7%
45 XLB SELECT SECTOR SPDR TR 444,783.0 $22.6M 0.49% +28K +6.6% $50.83 +5.0%
46 ASML ASML HLDG NV Technology 11,100.0 $22.1M 0.48% -208.0 -1.8% $1989.40 -11.9%
47 XLE SELECT SECTOR SPDR TR 410,035.0 $21.8M 0.47% +21K +5.5% $53.11 +18.1%
48 BMY BRISTOL-MYERS SQUIBB CO Healthcare 370,909.0 $21.4M 0.46% $57.62 +17.8%
49 RMIF ETF SER SOLUTIONS 830,826.0 $20.1M 0.43% -104K -11.1% $24.17 -0.3%
50 PFE PFIZER INC Healthcare 805,088.0 $19.4M 0.42% +10K +1.2% $24.08 +18.5%
51 KLAC KLA CORP Technology 63,613.0 $19.2M 0.41% +56K +690.0% $301.71 -39.4%
52 IJR ISHARES TR 123,081.0 $18.3M 0.40% -779.0 -0.6% $148.31 -1.3%
53 EOG EOG RES INC Energy 134,850.0 $17.5M 0.38% $129.73 +15.0%
54 GILD GILEAD SCIENCES INC Healthcare 137,963.0 $17.4M 0.38% -11K -7.2% $126.34 +17.2%
55 V VISA INC Financial Services 50,625.0 $17.4M 0.38% -1K -2.7% $343.09 +11.4%
56 XOM EXXON MOBIL CORP Energy 122,637.0 $16.8M 0.36% +5K +4.7% $136.72 +18.4%
57 AGG ISHARES TR 163,475.0 $16.2M 0.35% +11K +7.2% $98.98 -1.1%
58 BAC BANK OF AMER CORP Financial Services 283,606.0 $16.2M 0.35% +5K +1.6% $56.98 +9.1%
59 SGOV ISHARES TR 158,976.0 $16.0M 0.35% -19K -10.5% $100.67 -0.0%
60 SPY STATE STR SPDR S&P 500 ETF T Financial Services 21,072.0 $15.7M 0.34% +150.0 +0.7% $746.78 +2.5%
Page 3 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%