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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 14 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SNOW SNOWFLAKE INC Technology 3,759.0 $825K 0.02% NEW $219.38 +23.0%
262 IYW ISHARES TR 4,127.0 $824K 0.02% NEW $199.67 +20.6%
263 MPC MARATHON PETE CORP Energy 5,061.0 $823K 0.02% NEW $162.62 +96.5%
264 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,902.0 $822K 0.02% NEW $283.30 -8.6%
265 TRMK TRUSTMARK CORP Financial Services 20,822.0 $811K 0.02% NEW $38.95 +17.3%
266 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,345.0 $806K 0.02% NEW $185.54 -31.4%
267 SDY SPDR SERIES TRUST 5,755.0 $801K 0.02% NEW $139.15 +10.7%
268 DASH DOORDASH INC Communication Services 3,522.0 $798K 0.02% NEW $226.45 -23.4%
269 OEF ISHARES TR 2,290.0 $785K 0.02% NEW $342.98 +6.4%
270 SYY SYSCO CORP Consumer Defensive 10,568.0 $779K 0.02% NEW $73.69 +10.1%
271 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,781.0 $766K 0.02% NEW $275.40 +238.2%
272 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,743.0 $765K 0.02% NEW $278.92 +1.2%
273 IWR ISHARES TR 7,887.0 $759K 0.02% NEW $96.27 +13.6%
274 AMP AMERIPRISE FINL INC Financial Services 1,539.0 $755K 0.02% NEW $490.44 +6.8%
275 WMB WILLIAMS COS INC Energy 12,461.0 $749K 0.02% NEW $60.11 +24.5%
276 AFL AFLAC INC Financial Services 6,745.0 $744K 0.02% NEW $110.26 +11.7%
277 MO ALTRIA GROUP INC Consumer Defensive 12,869.0 $742K 0.02% NEW $57.66 +24.8%
278 SCHD SCHWAB STRATEGIC TR 26,883.0 $737K 0.02% NEW $27.43 +19.9%
279 VLO VALERO ENERGY CORP Energy 4,519.0 $736K 0.02% NEW $162.81 +93.5%
280 TRV TRAVELERS COMPANIES INC Financial Services 2,530.0 $734K 0.02% NEW $290.08 +28.2%
Page 14 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%