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Portfolio (Quarterly) Guide ↗

GRIMES & Co WEALTH MANAGEMENT, LLC

· CIK 0001321993
13F Portfolio $4.2B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 460 New
Page 12 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EMR EMERSON ELEC CO Industrials 10,224.0 $1.4M 0.03% NEW $132.72 +8.7%
222 MTB M & T BK CORP Financial Services 6,670.0 $1.3M 0.03% NEW $201.47 +22.7%
223 ESGE ISHARES INC 30,024.0 $1.3M 0.03% NEW $44.17 +18.1%
224 VOT VANGUARD INDEX FDS 4,733.0 $1.3M 0.03% NEW $279.14 +6.4%
225 T AT&T INC Communication Services 53,148.0 $1.3M 0.03% NEW $24.84 -8.4%
226 COP CONOCOPHILLIPS Energy 14,030.0 $1.3M 0.03% NEW $93.61 +29.7%
227 DVY ISHARES TR 9,244.0 $1.3M 0.03% NEW $141.15 +14.3%
228 SRLN SSGA ACTIVE ETF TR 30,193.0 $1.2M 0.03% NEW $41.27 -2.2%
229 RSG REPUBLIC SVCS INC Industrials 5,867.0 $1.2M 0.03% NEW $211.94 +2.1%
230 C CITIGROUP INC Financial Services 10,578.0 $1.2M 0.03% NEW $116.69 +12.8%
231 CTVA CORTEVA INC Basic Materials 17,680.0 $1.2M 0.03% NEW $67.03 +32.4%
232 MFC MANULIFE FINL CORP Financial Services 32,318.0 $1.2M 0.03% NEW $36.28 +18.2%
233 VO VANGUARD INDEX FDS 3,960.0 $1.1M 0.03% NEW $290.25 -72.2%
234 BKNG BOOKING HOLDINGS INC Consumer Cyclical 213.0 $1.1M 0.03% NEW $213.90 -18.2%
235 DUK DUKE ENERGY CORP NEW Utilities 9,568.0 $1.1M 0.03% NEW $117.20 +9.1%
236 SCHB SCHWAB STRATEGIC TR 42,632.0 $1.1M 0.03% NEW $26.23 +9.4%
237 SO SOUTHERN CO Utilities 12,814.0 $1.1M 0.03% NEW $87.20 +9.7%
238 NET CLOUDFLARE INC Technology 5,645.0 $1.1M 0.03% NEW $197.16 +37.1%
239 VXUS VANGUARD STAR FDS 14,550.0 $1.1M 0.03% NEW $75.44 +11.3%
240 RHI ROBERT HALF INC. Industrials 40,076.0 $1.1M 0.03% NEW $27.16 +47.1%
Page 12 of 23  ·  460 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 38.0%
Healthcare 16.0%
Financial Services 13.8%
Communication Services 8.9%
Industrials 8.1%
Consumer Cyclical 5.6%
Consumer Defensive 4.2%
Energy 4.1%
Utilities 0.8%
Basic Materials 0.3%