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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 8 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WDAY WORKDAY INC Technology 25,796.0 $3.4M 0.09% +3K +14.2% $129.92 -10.0%
142 UPS UNITED PARCEL SVCS INC Industrials 33,916.0 $3.3M 0.09% +15K +82.3% $98.38 +6.6%
143 IYT ISHARES TR 43,135.0 $3.2M 0.09% -1K -2.3% $74.60 +12.5%
144 DGRO ISHARES TR 45,123.0 $3.2M 0.09% -1K -2.8% $70.18 +6.6%
145 EEM ISHARES TR 54,784.0 $3.1M 0.09% -640.0 -1.1% $56.79 +24.7%
146 IWF ISHARES TR 7,276.0 $3.1M 0.09% -45.0 -0.6% $426.42 -71.1%
147 GS GOLDMAN SACHS GROUP INC Financial Services 3,663.0 $3.1M 0.09% -36.0 -1.0% $845.97 +29.6%
148 IEO ISHARES TR 23,929.0 $3.0M 0.08% -918.0 -3.7% $124.90 -14.0%
149 WFC WELLS FARGO & CO Financial Services 37,245.0 $3.0M 0.08% -1K -3.3% $79.61 +3.3%
150 MMM 3M CO Industrials 20,252.0 $2.9M 0.08% +538.0 +2.7% $145.23 +10.6%
151 LULU LULULEMON ATHLETICA INC Consumer Cyclical 18,941.0 $2.9M 0.08% -333.0 -1.7% $153.10 -27.0%
152 BINC BLACKROCK ETF TRUST II 53,916.0 $2.8M 0.08% -3K -5.1% $51.93 +0.7%
153 TD TORONTO DOMINION BK ONT Financial Services 29,926.0 $2.8M 0.08% $93.31 +27.8%
154 LRGF ISHARES TR 42,244.0 $2.8M 0.08% $66.00 +14.6%
155 VTI VANGUARD INDEX FDS 8,646.0 $2.8M 0.08% +160.0 +1.9% $320.79 +15.3%
156 JCI JOHNSON CONTROLS INTERNATION Industrials 21,062.0 $2.8M 0.08% +2K +8.7% $130.95 +10.6%
157 CRWD CROWDSTRIKE HLDGS INC Technology 6,995.0 $2.7M 0.08% -58.0 -0.8% $390.41 +75.4%
158 DHR DANAHER CORP DEL Healthcare 13,821.0 $2.6M 0.07% +521.0 +3.9% $189.60 -6.6%
159 VIG VANGUARD SPECIALIZED FUNDS 12,169.0 $2.6M 0.07% $215.07 +9.4%
160 SCHW SCHWAB CHARLES CORP Financial Services 27,630.0 $2.6M 0.07% -10K -26.2% $93.98 -2.4%
Page 8 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%