Grimes & Company, Inc. Purchases in Q1 2025

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSWC
Capital Southwest Corp

Financial Services
18.6K
New
$21.69 - $23.81 $403K - $443K
18.6K $415K
UPS
United Parcel Service Inc

Industrials
22.4K
+ 17.45%
$109.66 - $136.26 $2.46M - $3.05M
151K $16.6M
LLY
Eli Lilly & CO

Healthcare
186
+ 4.48%
$725.72 - $929.72 $135K - $173K
4.34K $3.58M
ON
On Semiconductor Corp

Technology
7.09K
New
$40.69 - $64.51 $288K - $457K
7.09K $288K
PLTR
Palantir Technologies Inc.

Technology
3.09K
New
$64.98 - $124.62 $201K - $385K
3.09K $260K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.33K
+ 13.44%
$182.82 - $196.21 $243K - $261K
11.2K $2.09M
EBC
Eastern Bankshares, Inc.

Financial Services
15K
New
$15.29 - $19.15 $230K - $287K
15K $246K
TGTX
Tg Therapeutics, Inc.

Healthcare
6.1K
New
$27.67 - $42.99 $169K - $262K
6.1K $240K
AMT
American Tower Corp

Real Estate
1.08K
New
$173.46 - $217.6 $188K - $235K
1.08K $235K
EXC
Exelon Corp

Utilities
5.05K
New
$37.3 - $46.08 $188K - $233K
5.05K $232K
TD
Toronto Dominion Bank

Financial Services
97
+ 0.29%
$53.12 - $61.15 $5.15K - $5.93K
33.3K $1.99M
AIG
American International Group, Inc.

Financial Services
2.63K
New
$70.5 - $86.94 $186K - $229K
2.63K $228K
DE
Deere & CO

Industrials
471
New
$408.57 - $509.27 $192K - $240K
471 $221K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.85K
New
$55.75 - $77.63 $159K - $221K
2.85K $220K
PM
Philip Morris International Inc.

Consumer Defensive
45
+ 0.82%
$117.15 - $158.79 $5.27K - $7.15K
5.52K $875K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
New
$56.51 - $62.98 $186K - $208K
3.3K $201K
ELV
Elevance Health, Inc.

Healthcare
462
New
$365.9 - $436.25 $169K - $202K
462 $200K
SO
Southern CO

Utilities
751
+ 6.12%
$80.96 - $92.96 $60.8K - $69.8K
13K $1.2M
T
At&T Inc.

Communication Services
2
+ 0.01%
$21.56 - $28.28 $43.1 - $56.6
33.3K $941K
DUK
Duke Energy Corp

Utilities
387
+ 4.31%
$105.87 - $121.97 $41K - $47.2K
9.36K $1.14M
PEP
Pepsico Inc

Consumer Defensive
2.19K
+ 3.01%
$142.64 - $156.42 $312K - $342K
74.9K $11.2M
DMRC
Digimarc Corp

Technology
13.3K
New
$12.82 - $47.26 $170K - $627K
13.3K $170K
MMM
3 M CO

Industrials
39
+ 0.43%
$129.7 - $155.12 $5.06K - $6.05K
9.19K $1.35M
EQX
Equinox Gold Corp.

Basic Materials
21.4K
New
$5.09 - $7.16 $109K - $153K
21.4K $147K
SYK
Stryker Corp

Healthcare
66
+ 0.8%
$355.18 - $399.9 $23.4K - $26.4K
8.34K $3.11M
ED
Consolidated Edison Inc

Utilities
40
+ 0.76%
$88.0 - $110.59 $3.52K - $4.42K
5.34K $590K
PG
Procter & Gamble CO

Consumer Defensive
134
+ 0.4%
$158.56 - $176.26 $21.2K - $23.6K
33.3K $5.67M
EXPD
Expeditors International Of Washington Inc

Industrials
14
+ 0.12%
$109.09 - $126.48 $1.53K - $1.77K
11.3K $1.36M
COP
Conocophillips

Energy
219
+ 1.78%
$88.6 - $105.85 $19.4K - $23.2K
12.5K $1.32M
OTIS
Otis Worldwide Corp

Industrials
369
+ 7.98%
$90.77 - $104.01 $33.5K - $38.4K
4.99K $515K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
57
+ 8.78%
$402.49 - $513.76 $22.9K - $29.3K
706 $342K
NVS
Novartis Ag

Healthcare
135
+ 3.01%
$97.14 - $115.57 $13.1K - $15.6K
4.62K $515K
YUM
Yum Brands Inc

Consumer Cyclical
32
+ 1.02%
$123.25 - $162.53 $3.94K - $5.2K
3.17K $498K
KLAC
Kla Corp

Technology
2
+ 0.13%
$636.62 - $777.63 $1.27K - $1.56K
1.54K $1.04M
TRV
Travelers Companies, Inc.

Financial Services
60
+ 2.36%
$232.43 - $265.13 $13.9K - $15.9K
2.6K $687K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 2.34%
$890.62 - $1076.86 $29.4K - $35.5K
1.44K $1.36M
ADP
Automatic Data Processing Inc

Industrials
91
+ 2.8%
$286.85 - $318.64 $26.1K - $29K
3.34K $1.02M
PSX
Phillips 66

Energy
5
+ 0.07%
$113.93 - $131.55 $570 - $658
6.79K $837K
MCK
Mckesson Corp

Healthcare
4
+ 0.66%
$566.21 - $672.99 $2.26K - $2.69K
608 $409K
EPD
Enterprise Products Partners L.P.

Energy
593
+ 4.39%
$31.75 - $34.14 $18.8K - $20.2K
14.1K $481K
BK
Bank Of New York Mellon Corp

Financial Services
171
+ 2.93%
$75.42 - $88.95 $12.9K - $15.2K
6.01K $504K
CB
Chubb LTD

Financial Services
14
+ 0.73%
$257.71 - $301.99 $3.61K - $4.23K
1.94K $584K
AFL
Aflac Inc

Financial Services
2
+ 0.03%
$100.99 - $111.19 $202 - $222
6.67K $742K
TJX
Tjx Companies Inc

Consumer Cyclical
312
+ 3.15%
$112.81 - $126.16 $35.2K - $39.4K
10.2K $1.24M
VLO
Valero Energy Corp

Energy
46
+ 1.06%
$121.76 - $142.99 $5.6K - $6.58K
4.4K $580K
IDXX
Idexx Laboratories Inc

Healthcare
29
+ 0.65%
$406.29 - $469.04 $11.8K - $13.6K
4.5K $1.89M
THG
Hanover Insurance Group, Inc.

Financial Services
10
+ 0.49%
$147.13 - $174.61 $1.47K - $1.75K
2.07K $359K
VIG
Vanguard Dividend Appreciation

ETFs
222
+ 2.06%
N/A
11K $2M
ES
Eversource Energy

Utilities
54
+ 0.7%
$55.63 - $63.8 $3K - $3.45K
7.81K $484K
Activity Summary
Buys All Purchases 202 New Holdings 25 Increased Positions 177 Sells All Sells 155 Reductions 155 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