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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 22 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EXC EXELON CORP Utilities 5,280.0 $230K 0.01% NEW $43.59 +7.1%
422 HCA HCA HEALTHCARE INC Healthcare 492.0 $230K 0.01% NEW $466.74 -20.3%
423 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,411.0 $221K 0.01% NEW $156.79 +48.5%
424 VNQ VANGUARD INDEX FDS 2,498.0 $221K 0.01% NEW $88.50 +11.9%
425 COF CAPITAL ONE FINL CORP Financial Services 909.0 $220K 0.01% NEW $242.32 -16.9%
426 ENB ENBRIDGE INC Energy 4,537.0 $217K 0.01% NEW $47.83 +17.6%
427 O REALTY INCOME CORP Real Estate 3,842.0 $217K 0.01% NEW $56.37 +15.4%
428 GFL GFL ENVIRONMENTAL INC Industrials 5,032.0 $216K 0.01% NEW $42.95 -9.0%
429 KBE SPDR SERIES TRUST 3,505.0 $213K 0.01% NEW $60.70 +14.2%
430 EA ELECTRONIC ARTS INC Communication Services 1,035.0 $211K 0.01% NEW $204.30 +2.3%
431 AEP AMERICAN ELEC PWR CO INC Utilities 1,832.0 $211K 0.01% NEW $115.32 +15.4%
432 AMT AMERICAN TOWER CORP NEW Real Estate 1,197.0 $210K 0.01% NEW $175.59 -5.4%
433 ADI ANALOG DEVICES INC Technology 774.0 $210K 0.01% NEW $271.23 +42.6%
434 ET ENERGY TRANSFER L P Energy 12,544.0 $207K 0.01% NEW $16.49 +23.5%
435 PSA PUBLIC STORAGE OPER CO Real Estate 795.0 $206K 0.01% NEW $259.55 +20.1%
436 VLTO VERALTO CORP Industrials 2,059.0 $205K 0.01% NEW $99.76 -8.6%
437 CSWC CAPITAL SOUTHWEST CORP Financial Services 9,261.0 $205K 0.01% NEW $22.15 +6.9%
438 ADSK AUTODESK INC Technology 692.0 $205K 0.01% NEW $295.91 -31.2%
439 RSPT INVESCO EXCHANGE TRADED FD T 4,481.0 $204K 0.01% NEW $45.51 +32.4%
440 HTGC HERCULES CAPITAL INC Financial Services 10,347.0 $195K 0.01% NEW $18.82 -15.4%
Page 22 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%