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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 7 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USB US BANCORP Financial Services 81,423.0 $4.2M 0.12% +7K +9.1% $52.01 +11.8%
122 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,192.0 $4.2M 0.12% +240.0 +6.1% $996.43 -4.5%
123 DIA STATE STR SPDR DOW JONES IND Financial Services 8,844.0 $4.1M 0.11% +674.0 +8.2% $463.18 +11.3%
124 VIS VANGUARD WORLD FD 12,666.0 $4.0M 0.11% -399.0 -3.0% $312.22 +13.2%
125 LRCX LAM RESEARCH CORP Technology 18,421.0 $3.9M 0.11% +6K +53.8% $213.66 +82.1%
126 QQQ INVESCO QQQ TR Financial Services 6,776.0 $3.9M 0.11% +317.0 +4.9% $577.20 +28.3%
127 NVO NOVO-NORDISK A S Healthcare 105,108.0 $3.9M 0.11% +5K +5.5% $36.75 +17.5%
128 SUSA ISHARES TR 29,230.0 $3.9M 0.11% -3K -9.1% $132.10 +16.0%
129 FDIS FIDELITY COVINGTON TRUST 40,945.0 $3.8M 0.11% -2K -4.5% $93.26 +9.5%
130 SPYM SPDR SERIES TRUST 49,672.0 $3.8M 0.10% -2K -3.0% $76.54 +14.8%
131 KO COCA COLA CO Consumer Defensive 49,606.0 $3.8M 0.10% +27K +120.1% $76.05 +4.4%
132 HD HOME DEPOT INC Consumer Cyclical 11,419.0 $3.8M 0.10% +876.0 +8.3% $328.90 +1.6%
133 CAT CATERPILLAR INC Industrials 5,229.0 $3.7M 0.10% +289.0 +5.8% $708.51 +39.1%
134 CGW INVESCO EXCH TRADED FD TR II 57,468.0 $3.7M 0.10% -1K -2.0% $63.94 -0.7%
135 VWO VANGUARD INTL EQUITY INDEX F 67,305.0 $3.6M 0.10% +884.0 +1.3% $54.05 +12.4%
136 SPEM SPDR INDEX SHS FDS 76,211.0 $3.6M 0.10% $46.91 +13.2%
137 BKLN INVESCO EXCH TRADED FD TR II 174,085.0 $3.6M 0.10% -6K -3.2% $20.41 +0.2%
138 ZM ZOOM COMMUNICATIONS INC Technology 43,706.0 $3.5M 0.10% -6K -11.8% $80.39 +7.4%
139 SPSM SPDR SERIES TRUST 70,479.0 $3.4M 0.09% $48.32 +15.6%
140 VYM VANGUARD WHITEHALL FDS 22,811.0 $3.4M 0.09% +259.0 +1.1% $148.10 +6.8%
Page 7 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%