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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 9 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JCI JOHNSON CONTROLS INTERNATION Industrials 21,447.0 $3.1M 0.07% +385.0 +1.8% $146.11 -1.2%
162 LRGF ISHARES TR 41,279.0 $3.1M 0.07% -965.0 -2.3% $75.63 +3.3%
163 NOW SERVICENOW INC Technology 31,414.0 $3.1M 0.07% NEW $99.28 +26.7%
164 WFC WELLS FARGO & CO Financial Services 36,958.0 $3.1M 0.07% -287.0 -0.8% $82.64 +3.1%
165 IWN ISHARES TR 13,239.0 $2.9M 0.06% $221.19 +1.4%
166 VIG VANGUARD SPECIALIZED FUNDS 12,361.0 $2.9M 0.06% +192.0 +1.6% $236.61 +3.2%
167 UNP UNION PAC CORP Industrials 10,621.0 $2.9M 0.06% +2K +29.4% $272.01 +14.2%
168 DE DEERE & CO Industrials 4,519.0 $2.9M 0.06% +258.0 +6.0% $634.38 +0.0%
169 IWD ISHARES TR 11,613.0 $2.8M 0.06% -139.0 -1.2% $242.42 +6.6%
170 ESGD ISHARES TR 26,458.0 $2.7M 0.06% +340.0 +1.3% $102.81 +4.3%
171 XBI SPDR SERIES TRUST 17,142.0 $2.7M 0.06% +12K +252.1% $158.25 +6.4%
172 ITW ILLINOIS TOOL WKS INC Industrials 9,947.0 $2.7M 0.06% +79.0 +0.8% $270.47 +5.6%
173 ESML ISHARES TR 47,481.0 $2.7M 0.06% +360.0 +0.8% $55.93 -0.5%
174 BINC BLACKROCK ETF TRUST II 50,087.0 $2.6M 0.06% -4K -7.1% $52.34 -0.4%
175 EXPE EXPEDIA GROUP INC Consumer Cyclical 10,227.0 $2.6M 0.06% +7K +269.3% $255.88 +30.3%
176 CFG CITIZENS FINL GROUP INC Financial Services 37,150.0 $2.6M 0.06% +12K +48.7% $70.07 +0.6%
177 SCHE SCHWAB STRATEGIC TR 71,371.0 $2.6M 0.06% -2K -3.3% $36.26 +2.3%
178 SBUX STARBUCKS CORP Consumer Cyclical 25,260.0 $2.6M 0.06% +14K +116.3% $102.19 +6.2%
179 NEE NEXTERA ENERGY INC Utilities 28,547.0 $2.5M 0.05% +10K +51.7% $87.77 -4.0%
180 IEO ISHARES TR 22,460.0 $2.5M 0.05% -1K -6.1% $109.83 +22.0%
Page 9 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%