Grimes & Company, Inc. Purchases in Q2 2025

Grimes & Company, Inc.

  • $3.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.1%
$104.34 - $138.68 $313 - $416
2.99K $414K
CSX
Csx Corp

Industrials
1.09K
+ 13.74%
$26.69 - $32.91 $29K - $35.8K
9K $293K
BK
Bank Of New York Mellon Corp

Financial Services
196
+ 3.26%
$73.31 - $91.62 $14.4K - $18K
6.21K $565K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.12%
$187.5 - $246.51 $375 - $493
1.66K $408K
C
Citigroup Inc

Financial Services
132
+ 3.96%
$58.13 - $85.12 $7.67K - $11.2K
3.47K $295K
MRK
Merck & Co., Inc.

Healthcare
3.48K
+ 16.82%
$73.47 - $87.12 $256K - $303K
24.2K $1.92M
CHKP
Check Point Software Technologies LTD

Technology
372
+ 9.36%
$204.26 - $233.47 $76K - $86.9K
4.35K $961K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
438
+ 13.3%
$58.41 - $72.69 $25.6K - $31.8K
3.73K $271K
VV
Vanguard Large Cap ETF

ETFs
19
+ 1.2%
$228.25 - $285.3 $4.34K - $5.42K
1.61K $458K
VOX
Vanguard Communication Service

ETFs
61
+ 3.32%
$133.12 - $171.03 $8.12K - $10.4K
1.9K $324K
MUB
Ishares National Muni Bond ETF

ETFs
517
+ 18.23%
$102.31 - $105.8 $52.9K - $54.7K
3.35K $350K
CB
Chubb LTD

Financial Services
248
+ 12.8%
$274.32 - $302.46 $68K - $75K
2.19K $633K
LLY
Eli Lilly & CO

Healthcare
321
+ 7.4%
$713.71 - $898.95 $229K - $289K
4.66K $3.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
394
+ 11.95%
$54.19 - $67.22 $21.4K - $26.5K
3.69K $248K
CVS
Cvs Health Corp

Healthcare
519
+ 5.76%
$60.04 - $70.18 $31.2K - $36.4K
9.54K $657K
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
+ 0.31%
$108.12 - $135.04 $1.08K - $1.35K
3.21K $433K
FISV
Fiserv Inc

Technology
334
+ 4.3%
N/A
8.11K $1.02M
ECL
Ecolab Inc.

Basic Materials
18
+ 0.78%
$225.65 - $270.95 $4.06K - $4.88K
2.34K $629K
SLF
Sun Life Financial Inc

Financial Services
46
+ 1.14%
$53.39 - $66.45 $2.46K - $3.06K
4.08K $270K
MTB
M&T Bank Corp

Financial Services
13
+ 0.59%
$156.58 - $193.99 $2.04K - $2.52K
2.23K $433K
AMT
American Tower Corp

Real Estate
146
+ 13.49%
$203.96 - $228.19 $29.8K - $33.3K
1.23K $271K
GLW
Corning Inc

Technology
32
+ 0.65%
$39.07 - $52.59 $1.25K - $1.68K
4.98K $261K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2
+ 0.07%
$70.56 - $92.75 $141 - $186
2.85K $255K
CTAS
Cintas Corp

Industrials
30
+ 1.9%
$190.11 - $227.66 $5.7K - $6.83K
1.61K $358K
GD
General Dynamics Corp

Industrials
48
+ 4.94%
$247.68 - $291.66 $11.9K - $14K
1.02K $297K
XLG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.2%
$40.94 - $52.1 $409 - $521
4.99K $260K
MFC
Manulife Financial Corp

Financial Services
122
+ 0.39%
$26.93 - $32.44 $3.29K - $3.96K
31.6K $1.01M
LNG
Cheniere Energy, Inc.

Energy
3
+ 0.14%
$197.25 - $244.33 $592 - $733
2.22K $541K
ES
Eversource Energy

Utilities
238
+ 3.05%
$54.25 - $65.89 $12.9K - $15.7K
8.04K $511K
IR
Ingersoll Rand Inc.

Industrials
166
+ 4.36%
$66.75 - $84.94 $11.1K - $14.1K
3.97K $330K
KMI
Kinder Morgan, Inc.

Energy
503
+ 3.94%
$25.21 - $29.4 $12.7K - $14.8K
13.3K $390K
SPGI
S&P Global Inc.

Financial Services
30
+ 5.35%
$438.31 - $527.29 $13.1K - $15.8K
591 $311K
BBUS
J P Morgan Exchg Traded Fd

ETFs
6
+ 0.27%
$89.63 - $111.92 $538 - $672
2.2K $246K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
277
+ 7.44%
$77.94 - $79.5 $21.6K - $22K
4K $318K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
57
+ 0.46%
$45.11 - $52.34 $2.57K - $2.98K
12.3K $644K
AVUV
American Centy ETF Tr Avantis

ETFs
23
+ 0.47%
$75.17 - $91.21 $1.73K - $2.1K
4.87K $443K
CNI
Canadian National Railway CO

Industrials
11
+ 0.37%
$92.66 - $108.13 $1.02K - $1.19K
2.98K $310K
AZO
Autozone Inc

Consumer Cyclical
8
+ 7.48%
$3478.38 - $3880.15 $27.8K - $31K
115 $426K
ADP
Automatic Data Processing Inc

Industrials
29
+ 0.87%
$276.76 - $326.81 $8.03K - $9.48K
3.37K $1.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.22%
$152.42 - $182.82 $457 - $548
1.4K $255K
VLO
Valero Energy Corp

Energy
45
+ 1.02%
$104.69 - $141.77 $4.71K - $6.38K
4.44K $596K
GPC
Genuine Parts CO

Consumer Cyclical
44
+ 1.27%
$105.54 - $129.09 $4.64K - $5.68K
3.52K $426K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11
+ 0.41%
$71.28 - $83.74 $784 - $921
2.67K $223K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
31
+ 0.57%
$121.58 - $136.74 $3.77K - $4.24K
5.5K $746K
GFL
Gfl Environmental Inc.

Industrials
1
+ 0.02%
$42.93 - $51.58 $42.9 - $51.6
5.01K $252K
SYY
Sysco Corp

Consumer Defensive
33
+ 0.31%
$68.0 - $75.91 $2.24K - $2.51K
10.8K $815K
ODFL
Old Dominion Freight Line, Inc.

Industrials
88
+ 6.46%
$146.74 - $176.07 $12.9K - $15.5K
1.45K $235K
D
Dominion Energy, Inc

Utilities
56
+ 0.52%
$49.66 - $58.0 $2.78K - $3.25K
10.9K $615K
ABC
Amerisourcebergen Corp

Healthcare
44
+ 3.58%
N/A
1.27K $235K
Activity Summary
Buys All Purchases 262 New Holdings 55 Increased Positions 207 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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