Grimes & Company, Inc. Purchases in Q3 2025

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
495K
+ 84.82%
$237.58 - $259.17 $118M - $128M
1.08M $274M
RSP
Invesco S&P 500 Equal Weight E

ETFs
137K
+ 107.0%
$181.56 - $190.33 $25M - $26.2M
266K $50.5M
XLK
Technology Sector Spdr

ETFs
25.5K
+ 4.87%
$250.97 - $282.66 $6.4M - $7.21M
549K $155M
XLB
Select Sector Spdr Fd Material

ETFs
229K
New
$86.72 - $92.61 $19.8M - $21.2M
229K $20.5M
IVV
Ishares Core S&P 500 ETF

ETFs
8.63K
+ 3.5%
$620.67 - $670.08 $5.36M - $5.78M
255K $171M
XLE
Energy Sector Spdr

ETFs
181K
+ 101.38%
$84.25 - $91.99 $15.2M - $16.6M
359K $32M
NVDA
Nvidia Corp

Technology
34.7K
+ 15.49%
$153.3 - $186.58 $5.32M - $6.48M
259K $48.3M
XLY
Select Sector Spdr Consumer Di

ETFs
25.3K
+ 23.08%
$216.09 - $242.18 $5.46M - $6.12M
135K $32.3M
GOOG
Alphabet Inc.

Communication Services
15.2K
+ 20.93%
$175.16 - $255.24 $2.66M - $3.87M
87.6K $21.3M
MSFT
Microsoft Corp

Technology
9.55K
+ 5.78%
$491.09 - $535.64 $4.69M - $5.11M
175K $90.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
134K
+ 3.01%
$37.14 - $37.85 $4.97M - $5.07M
4.58M $173M
JNJ
Johnson & Johnson

Healthcare
10.7K
+ 10.03%
$155.17 - $185.42 $1.67M - $1.99M
118K $21.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
186K
+ 2.65%
$23.54 - $23.97 $4.38M - $4.46M
7.2M $172M
SJNK
Spdr Bloomberg Short Term High

ETFs
179K
+ 2.69%
$25.28 - $25.63 $4.52M - $4.59M
6.82M $175M
JPM
Jpmorgan Chase & CO

Financial Services
9.99K
+ 11.44%
$282.78 - $316.06 $2.82M - $3.16M
97.3K $30.7M
ABBV
Abb Vie Inc.

Healthcare
1.71K
+ 1.62%
$184.85 - $231.54 $316K - $395K
107K $24.8M
FDIS
Fidelity Covington Tr Msci Con

ETFs
44.7K
+ 1511.59%
$93.41 - $104.11 $4.18M - $4.66M
47.7K $4.91M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
54.4K
+ 40.3%
$69.02 - $73.57 $3.76M - $4M
189K $13.9M
KLAC
Kla Corp

Technology
3.69K
+ 239.34%
$843.9 - $1078.6 $3.12M - $3.98M
5.24K $5.65M
XLP
Consumer Staples Sector Spdr

ETFs
54K
+ 16.93%
N/A
373K $28.4M
BK
Bank Of New York Mellon Corp

Financial Services
29K
+ 466.56%
$90.65 - $109.75 $2.63M - $3.18M
35.2K $3.83M
DFAE
Dimensional ETF Tr

ETFs
65.5K
+ 15.26%
$28.84 - $31.84 $1.89M - $2.09M
495K $15.6M
NFLX
Netflix Inc

Communication Services
2.61K
+ 584.56%
$1147.87 - $1297.18 $3M - $3.39M
3.06K $3.67M
XLV
Select Sector Spdr Fund Health

ETFs
16.9K
+ 11.72%
$129.01 - $139.72 $2.18M - $2.36M
161K $22.5M
TSLA
Tesla, Inc.

Consumer Cyclical
4.75K
+ 93.46%
$293.94 - $444.72 $1.4M - $2.11M
9.83K $4.37M
XOM
Exxon Mobil Corp

Energy
20.8K
+ 25.96%
$105.83 - $117.22 $2.21M - $2.44M
101K $11.4M
AMZN
Amazon Com Inc

Consumer Cyclical
10.7K
+ 7.29%
$211.65 - $238.24 $2.26M - $2.54M
157K $34.5M
ORCL
Oracle Corp

Technology
4.27K
+ 31.51%
$218.96 - $328.33 $935K - $1.4M
17.8K $5.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.11K
+ 17.32%
$459.11 - $506.91 $1.43M - $1.58M
21.1K $10.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
17.2K
New
$89.32 - $107.82 $1.53M - $1.85M
17.2K $1.85M
META
Meta Platforms, Inc.

Communication Services
2.73K
+ 5.68%
$695.21 - $791.73 $1.9M - $2.16M
50.9K $37.4M
GE
General Electric CO

Industrials
3.74K
+ 27.36%
$244.75 - $305.63 $916K - $1.14M
17.4K $5.24M
HWM
Howmet Aerospace Inc.

Industrials
8.06K
New
$171.0 - $196.23 $1.38M - $1.58M
8.06K $1.58M
PLTR
Palantir Technologies Inc.

Technology
7.74K
+ 226.97%
$130.68 - $186.97 $1.01M - $1.45M
11.1K $2.03M
RTX
Raytheon Technologies Corp

Industrials
3.67K
+ 8.78%
$144.19 - $167.33 $529K - $614K
45.5K $7.61M
BSX
Boston Scientific Corp

Healthcare
15.9K
+ 188.45%
$97.03 - $108.14 $1.55M - $1.72M
24.4K $2.38M
SCHW
Schwab Charles Corp

Financial Services
14.6K
+ 88.2%
$91.03 - $98.69 $1.33M - $1.45M
31.3K $2.98M
WMT
Walmart Inc.

Consumer Defensive
13K
+ 63.94%
$94.4 - $104.27 $1.23M - $1.36M
33.3K $3.44M
UBER
Uber Technologies, Inc

Technology
13.8K
New
$86.91 - $99.57 $1.2M - $1.38M
13.8K $1.35M
IWM
Ishares Russell 2000 ETF

ETFs
821
+ 1.87%
$214.92 - $244.84 $176K - $201K
44.7K $10.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.56K
+ 73.9%
$915.95 - $994.57 $1.43M - $1.55M
3.67K $3.4M
ABT
Abbott Laboratories

Healthcare
10.6K
+ 17.79%
$120.51 - $136.62 $1.28M - $1.45M
70.4K $9.43M
XLF
Financial Sector Spdr

ETFs
13.3K
+ 3.44%
$51.37 - $54.25 $681K - $719K
399K $21.5M
JCI
Johnson Controls International PLC

Industrials
11.5K
+ 327.23%
$103.24 - $111.73 $1.19M - $1.29M
15K $1.65M
DGRO
Ishares Core Dividend Growth E

ETFs
16.9K
+ 58.32%
$64.12 - $68.08 $1.08M - $1.15M
45.8K $3.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 0.02%
$108.46 - $120.63 $2.71K - $3.02K
128K $15.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.19K
+ 57.57%
$284.17 - $319.49 $1.19M - $1.34M
11.5K $3.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.3K
+ 5.61%
$97.75 - $100.75 $1M - $1.03M
193K $19.4M
WELL
Welltower Inc.

Real Estate
6.45K
+ 236.21%
$150.71 - $178.14 $972K - $1.15M
9.18K $1.64M
Activity Summary
Buys All Purchases 255 New Holdings 50 Increased Positions 205 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Grimes & Company, Inc. Portfolio

Follow Grimes & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grimes & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grimes & Company, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email