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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 18 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,308.0 $384K 0.01% NEW $293.50 -2.8%
342 THG HANOVER INS GROUP INC Financial Services 2,094.0 $383K 0.01% NEW $182.74 +16.5%
343 MUB ISHARES TR 3,517.0 $377K 0.01% NEW $107.12 -1.2%
344 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 189,750.0 $374K 0.01% NEW $1.97 -12.7%
345 NEM NEWMONT CORP Basic Materials 3,743.0 $374K 0.01% NEW $99.84 -4.1%
346 IP INTERNATIONAL PAPER CO Consumer Cyclical 9,476.0 $373K 0.01% NEW $39.39 -3.3%
347 KMI KINDER MORGAN INC DEL Energy 13,333.0 $367K 0.01% NEW $27.49 +18.2%
348 MRCY MERCURY SYS INC Industrials 4,994.0 $365K 0.01% NEW $73.01 +35.5%
349 SPIB SPDR SERIES TRUST 10,695.0 $362K 0.01% NEW $33.81 -2.0%
350 CI THE CIGNA GROUP Healthcare 1,310.0 $361K 0.01% NEW $275.26 +3.5%
351 VOX VANGUARD WORLD FD 1,852.0 $359K 0.01% NEW $193.66 -4.3%
352 PBDC PUTNAM ETF TRUST 11,700.0 $358K 0.01% NEW $30.60 -13.7%
353 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,612.0 $358K 0.01% NEW $63.72 +33.4%
354 SCHG SCHWAB STRATEGIC TR 10,953.0 $357K 0.01% NEW $32.62 +4.4%
355 IJS ISHARES TR 3,138.0 $357K 0.01% NEW $113.71 +20.5%
356 GD GENERAL DYNAMICS CORP Industrials 1,058.0 $356K 0.01% NEW $336.52 +10.9%
357 SHYG ISHARES TR 8,243.0 $353K 0.01% NEW $42.87 -1.6%
358 INSM INSMED INC Healthcare 2,000.0 $348K 0.01% NEW $174.04 -38.7%
359 ECBK ECB BANCORP INC Financial Services 20,000.0 $348K 0.01% NEW $17.39 +14.2%
360 FOLD AMICUS THERAPEUTICS INC Healthcare 24,383.0 $347K 0.01% NEW $14.24 +1.8%
Page 18 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%