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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 9 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FTSL FIRST TR EXCHANGE-TRADED FD 57,479.0 $2.6M 0.07% -3K -4.9% $44.80 +0.4%
162 ITW ILLINOIS TOOL WKS INC Industrials 9,868.0 $2.6M 0.07% $260.28 +1.5%
163 IBB ISHARES TR 14,981.0 $2.5M 0.07% -2K -13.8% $168.85 +2.8%
164 IWD ISHARES TR 11,752.0 $2.5M 0.07% $213.67 +13.3%
165 WELL WELLTOWER INC Real Estate 12,678.0 $2.5M 0.07% +1K +8.8% $197.72 +4.5%
166 IWN ISHARES TR 13,211.0 $2.5M 0.07% -1K -8.3% $189.60 +14.4%
167 GLD SPDR GOLD TR Financial Services 5,813.0 $2.5M 0.07% +334.0 +6.1% $430.30 -10.0%
168 ESGD ISHARES TR 26,118.0 $2.5M 0.07% -2K -7.8% $95.62 +7.9%
169 COP CONOCOPHILLIPS Energy 18,765.0 $2.5M 0.07% +5K +33.8% $132.00 -18.4%
170 SCHE SCHWAB STRATEGIC TR 73,784.0 $2.4M 0.07% -5K -6.2% $32.95 +11.9%
171 IDXX IDEXX LABS INC Healthcare 4,283.0 $2.4M 0.07% -34.0 -0.8% $561.93 +0.0%
172 DE DEERE & CO Industrials 4,261.0 $2.4M 0.07% +308.0 +7.8% $563.36 +4.6%
173 GGG GRACO INC Industrials 28,029.0 $2.4M 0.07% -2K -7.2% $84.65 -10.2%
174 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 25,633.0 $2.4M 0.07% +2K +10.7% $92.31 -5.9%
175 AJG GALLAGHER ARTHUR J & CO Financial Services 10,627.0 $2.3M 0.06% -2K -17.4% $216.58 -1.2%
176 INTC INTEL CORP Technology 52,087.0 $2.3M 0.06% -332.0 -0.6% $44.13 +203.6%
177 ESML ISHARES TR 47,121.0 $2.2M 0.06% -4K -8.1% $47.02 +15.9%
178 VOE VANGUARD INDEX FDS 11,514.0 $2.1M 0.06% -1K -9.1% $184.29 +6.3%
179 UNH UNITEDHEALTH GROUP INC Healthcare 7,767.0 $2.1M 0.06% +596.0 +8.3% $270.60 +48.2%
180 SYK STRYKER CORPORATION Healthcare 6,134.0 $2.0M 0.06% -233.0 -3.7% $328.60 -6.3%
Page 9 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%