Grimes & Company, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.22 Billion distributed in 400 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $281M, Invesco ETF Tr Ii Sr Ln ETF with a value of $187M, Spdr Bloomberg Short Term High with a value of $175M, Ishares 0 5 Year High Yield CO with a value of $173M, and Ishares Core S&P 500 ETF with a value of $129M.

Examining the 13F form we can see an increase of $232M in the current position value, from $2.99B to 3.22B.

Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.22 Billion
ETFs: $1.97 Billion
Technology: $419 Million
Healthcare: $214 Million
Financial Services: $171 Million
Industrials: $144 Million
Communication Services: $107 Million
Consumer Cyclical: $61.4 Million
Energy: $55.7 Million
Other: $83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 400
  • Current Value $3.22 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 26 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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