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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 8 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TPL TEXAS PACIFIC LAND CORPORATI Energy 12,329.0 $3.5M 0.09% NEW $287.22 +50.8%
142 IWF ISHARES TR 7,321.0 $3.5M 0.08% NEW $473.29 -74.5%
143 COST COSTCO WHSL CORP NEW Consumer Defensive 3,952.0 $3.4M 0.08% NEW $862.43 +7.5%
144 GEV GE VERNOVA INC Utilities 5,140.0 $3.4M 0.08% NEW $653.53 +50.7%
145 AJG GALLAGHER ARTHUR J & CO Financial Services 12,871.0 $3.3M 0.08% NEW $258.80 -6.3%
146 CRWD CROWDSTRIKE HLDGS INC Technology 7,053.0 $3.3M 0.08% NEW $117.20 +60.8%
147 SPSM SPDR SERIES TRUST 70,515.0 $3.3M 0.08% NEW $46.86 +21.0%
148 IYT ISHARES TR 44,163.0 $3.3M 0.08% NEW $74.51 +18.0%
149 GS GOLDMAN SACHS GROUP INC Financial Services 3,699.0 $3.3M 0.08% NEW $879.08 +24.9%
150 VYM VANGUARD WHITEHALL FDS 22,552.0 $3.2M 0.08% NEW $143.52 +12.6%
151 DGRO ISHARES TR 46,429.0 $3.2M 0.08% NEW $69.42 +11.2%
152 MMM 3M CO Industrials 19,714.0 $3.2M 0.07% NEW $160.10 +6.7%
153 DHR DANAHER CORPORATION Healthcare 13,300.0 $3.0M 0.07% NEW $228.92 -21.7%
154 VGT VANGUARD WORLD FD 4,026.0 $3.0M 0.07% NEW $753.76 -84.7%
155 EEM ISHARES TR 55,424.0 $3.0M 0.07% NEW $54.71 +18.8%
156 BINC BLACKROCK ETF TRUST II 56,802.0 $3.0M 0.07% NEW $52.77 -1.5%
157 TJX TJX COS INC NEW Consumer Cyclical 19,452.0 $3.0M 0.07% NEW $153.61 +1.2%
158 FCOM FIDELITY COVINGTON TRUST 40,366.0 $3.0M 0.07% NEW $73.28 -4.5%
159 STZ CONSTELLATION BRANDS INC Consumer Defensive 21,307.0 $2.9M 0.07% NEW $137.96 -4.3%
160 LRGF ISHARES TR 42,316.0 $2.9M 0.07% NEW $69.43 +9.6%
Page 8 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%