Grimes & Company, Inc. Incresed Positions in Q3 2025

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
2.83K
+ 86.03%
$237.77 - $353.61 $672K - $999K
6.11K $2.11M
DE
Deere & CO

Industrials
2.37K
+ 363.55%
$457.26 - $524.37 $1.09M - $1.24M
3.03K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
830
+ 7.51%
$567.77 - $614.76 $471K - $510K
11.9K $7.28M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
18.3K
+ 61.15%
$41.34 - $45.65 $758K - $837K
48.3K $2.18M
MCD
Mcdonalds Corp

Consumer Cyclical
2.57K
+ 20.4%
$291.67 - $316.99 $749K - $814K
15.2K $4.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.94K
+ 166.32%
$412.46 - $514.1 $799K - $995K
3.1K $1.52M
IBM
International Business Machines Corp

Technology
4.01K
+ 24.91%
$234.77 - $292.47 $940K - $1.17M
20.1K $5.67M
CEG
Constellation Energy Corp

Utilities
2.77K
+ 181.7%
$298.82 - $354.89 $828K - $983K
4.3K $1.41M
MTB
M&T Bank Corp

Financial Services
4.42K
+ 197.63%
$183.74 - $204.05 $811K - $901K
6.65K $1.31M
APH
Amphenol Corp

Technology
6.14K
+ 265.5%
$97.39 - $125.4 $598K - $770K
8.45K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.66K
+ 2.09%
$62.09 - $66.51 $227K - $243K
179K $11.7M
BA
Boeing CO

Industrials
3.63K
+ 102.31%
$209.79 - $237.38 $762K - $862K
7.18K $1.55M
IEMG
Ishares Inc

ETFs
14.5K
+ 0.57%
N/A
2.54M $136M
BKNG
Booking Holdings Inc.

Consumer Cyclical
139
+ 339.02%
$5364.25 - $5815.92 $746K - $808K
180 $971K
CVS
Cvs Health Corp

Healthcare
7.6K
+ 79.68%
$58.75 - $76.5 $446K - $581K
17.1K $1.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.53K
+ 8.07%
$49.43 - $54.52 $274K - $302K
74.1K $4.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.36K
+ 2.42%
$87.29 - $93.61 $206K - $220K
99.8K $9.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.91K
+ 0.86%
$39.8 - $42.86 $76.1K - $82K
224K $9.59M
VEA
Vanguard Ftse Developed Market

ETFs
5.31K
+ 5.78%
$56.02 - $60.3 $297K - $320K
97.1K $5.82M
CSCO
Cisco Systems, Inc.

Technology
11.3K
+ 4.75%
$66.2 - $71.79 $746K - $809K
249K $17M
WFC
Wells Fargo & Company

Financial Services
4.94K
+ 14.52%
$77.05 - $85.16 $380K - $420K
38.9K $3.26M
C
Citigroup Inc

Financial Services
4.12K
+ 118.75%
$85.57 - $103.49 $352K - $426K
7.58K $769K
T
At&T Inc.

Communication Services
16.6K
+ 46.85%
$26.94 - $29.62 $448K - $492K
52.1K $1.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.71K
+ 22.83%
$72.57 - $74.72 $415K - $427K
30.7K $2.29M
MSTR
Microstrategy Inc

Technology
1.51K
+ 260.83%
$300.7 - $455.9 $453K - $686K
2.08K $670K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.32K
+ 55.01%
$68.24 - $73.73 $363K - $392K
15K $1.1M
INTU
Intuit Inc

Technology
683
+ 176.49%
$646.03 - $807.39 $441K - $551K
1.07K $730K
PM
Philip Morris International Inc.

Consumer Defensive
3.31K
+ 52.48%
$157.77 - $183.27 $522K - $606K
9.61K $1.56M
GS
Goldman Sachs Group Inc

Financial Services
44
+ 1.13%
$696.56 - $806.32 $30.6K - $35.5K
3.95K $3.15M
CAT
Caterpillar Inc

Industrials
165
+ 4.97%
$390.92 - $477.15 $64.5K - $78.7K
3.48K $1.66M
MRK
Merck & Co., Inc.

Healthcare
2.73K
+ 11.27%
$77.6 - $87.37 $212K - $238K
26.9K $2.26M
IWN
Ishares Russell2000 Val ETF

ETFs
276
+ 1.78%
$157.1 - $178.94 $43.4K - $49.4K
15.8K $2.79M
GILD
Gilead Sciences, Inc.

Healthcare
2.87K
+ 1.83%
$108.22 - $120.47 $311K - $346K
160K $17.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
23
+ 0.15%
$276.51 - $305.12 $6.36K - $7.02K
15.5K $4.63M
PFE
Pfizer Inc

Healthcare
7.88K
+ 8.05%
$23.29 - $25.88 $183K - $204K
106K $2.69M
TXT
Textron Inc

Industrials
9
+ 0.01%
$77.02 - $87.21 $693 - $785
76.4K $6.45M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
308
+ 4.0%
$435.72 - $463.74 $134K - $143K
8.01K $3.71M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
84
+ 0.27%
$126.64 - $135.65 $10.6K - $11.4K
31.1K $4.22M
GLD
Spdr Gold Trust

ETFs
15
+ 0.3%
$300.96 - $355.47 $4.51K - $5.33K
4.95K $1.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.48K
+ 46.18%
$135.0 - $146.02 $200K - $216K
4.69K $683K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.76K
+ 18.91%
$23.82 - $25.84 $161K - $175K
42.5K $1.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
+ 80.47%
$182.33 - $194.5 $205K - $219K
2.52K $490K
IWD
Ishares Russell 1000 Val ETF

ETFs
519
+ 4.61%
$192.76 - $203.86 $100K - $106K
11.8K $2.4M
TXN
Texas Instruments Inc

Technology
1.07K
+ 3.56%
N/A
31.2K $6.08M
VTV
Vanguard Value ETF

ETFs
579
+ 6.02%
$175.51 - $186.57 $102K - $108K
10.2K $1.9M
VV
Vanguard Large Cap ETF

ETFs
532
+ 33.08%
$285.05 - $309.14 $152K - $164K
2.14K $658K
HYG
Ishares Tr

ETFs
1.93K
+ 6.28%
$79.85 - $81.32 $154K - $157K
32.6K $2.65M
VLO
Valero Energy Corp

Energy
28
+ 0.63%
$131.77 - $175.63 $3.69K - $4.92K
4.47K $760K
DIS
Walt Disney CO

Communication Services
7.74K
+ 10.12%
$112.25 - $124.0 $868K - $959K
84.2K $9.64M
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
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