Grimes & Company, Inc. Reduced Holdings in Q2 2025

Grimes & Company, Inc.

  • $3.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10.1M
- 98.35%
$20.12 - $21.0 $202M - $211M
169K $3.54M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.81M
- 99.79%
$40.82 - $43.14 $196M - $208M
10K $432K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.19M
- 99.51%
$49.08 - $51.35 $58.6M - $61.3M
5.92K $297K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.52M
- 18.6%
$24.12 - $25.48 $36.6M - $38.7M
6.64M $169M
XLV
Select Sector Spdr Fund Health

ETFs
-139K
- 48.98%
$128.77 - $144.3 $17.8M - $20M
144K $19.5M
XLE
Energy Sector Spdr

ETFs
-110K
- 38.22%
$76.44 - $94.13 $8.42M - $10.4M
178K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
-19.7K
- 85.72%
$274.35 - $599.47 $5.41M - $11.8M
3.29K $1.02M
AAPL
Apple Inc.

Technology
-3.96K
- 0.9%
$172.42 - $223.89 $682K - $886K
434K $89M
BMY
Bristol Myers Squibb CO

Healthcare
-24.9K
- 5.89%
$44.12 - $59.6 $1.1M - $1.48M
398K $18.4M
RHI
Robert Half International Inc.

Industrials
-74.6K
- 26.87%
$40.31 - $54.71 $3.01M - $4.08M
203K $8.34M
DIS
Walt Disney CO

Communication Services
-84.8K
- 52.59%
$81.72 - $124.01 $6.93M - $10.5M
76.5K $9.48M
TROW
Price T Rowe Group Inc

Financial Services
-72.6K
- 34.61%
$80.27 - $98.06 $5.83M - $7.12M
137K $13.2M
LEA
Lear Corp

Consumer Cyclical
-64.7K
- 82.0%
$75.18 - $95.54 $4.87M - $6.18M
14.2K $1.35M
MU
Micron Technology Inc

Technology
-87.8K
- 51.83%
$64.72 - $127.91 $5.68M - $11.2M
81.6K $10.1M
UPS
United Parcel Service Inc

Industrials
-28K
- 18.53%
$91.92 - $110.2 $2.57M - $3.08M
123K $12.4M
XYL
Xylem Inc.

Industrials
-34K
- 31.02%
$102.86 - $129.5 $3.5M - $4.4M
75.6K $9.78M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.09K
- 3.61%
$225.56 - $335.19 $471K - $701K
55.9K $13.3M
BIIB
Biogen Inc.

Healthcare
-18.3K
- 30.86%
$113.38 - $135.49 $2.08M - $2.48M
41K $5.15M
PEP
Pepsico Inc

Consumer Defensive
-9.08K
- 12.13%
$128.02 - $151.37 $1.16M - $1.37M
65.8K $8.69M
NKE
Nike, Inc.

Consumer Cyclical
-48.7K
- 32.37%
$53.27 - $72.04 $2.59M - $3.51M
102K $7.22M
HYG
Ishares Tr

ETFs
-28.7K
- 48.34%
$75.75 - $80.65 $2.17M - $2.32M
30.7K $2.47M
SLB
Schlumberger Limited

Energy
-573
- 0.22%
$31.95 - $42.2 $18.3K - $24.2K
266K $8.99M
HPE
Hewlett Packard Enterprise CO

Technology
-394K
- 29.87%
$12.51 - $20.45 $4.93M - $8.05M
925K $18.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.74K
- 15.15%
$160.0 - $195.62 $758K - $927K
26.5K $4.32M
PAYX
Paychex Inc

Industrials
-368
- 0.3%
$137.01 - $159.78 $50.4K - $58.8K
122K $17.8M
ACN
Accenture PLC

Technology
-254
- 0.38%
$279.23 - $323.21 $70.9K - $82.1K
66.4K $19.8M
CMCSA
Comcast Corp

Communication Services
-17.8K
- 8.26%
$32.84 - $36.72 $586K - $655K
198K $7.07M
GILD
Gilead Sciences, Inc.

Healthcare
-6.35K
- 3.88%
$96.91 - $113.0 $615K - $717K
157K $17.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 0.21%
$483.48 - $539.8 $18.4K - $20.5K
18K $8.72M
IEO
Ishares Tr

ETFs
-5.89K
- 17.7%
$74.87 - $95.92 $441K - $565K
27.4K $2.43M
IYE
Ishares Tr

ETFs
-10.2K
- 50.79%
$40.36 - $49.67 $412K - $507K
9.89K $447K
IWM
Ishares Russell 2000 ETF

ETFs
-6.11K
- 12.21%
$174.82 - $215.79 $1.07M - $1.32M
43.9K $9.48M
INTC
Intel Corp

Technology
-20.2K
- 25.28%
$18.13 - $22.69 $366K - $458K
59.6K $1.34M
NXPI
Nxp Semiconductors N.V.

Technology
-1.97K
- 60.13%
$153.5 - $218.72 $303K - $432K
1.31K $286K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-107
- 1.2%
$212.1 - $244.27 $22.7K - $26.1K
8.83K $1.93M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-14.1K
- 20.95%
$20.42 - $25.3 $288K - $357K
53.2K $1.35M
LOW
Lowes Companies Inc

Consumer Cyclical
-577
- 7.87%
$210.83 - $235.28 $122K - $136K
6.76K $1.5M
ADMA
Adma Biologics, Inc.

Healthcare
-8.02K
- 36.96%
$17.6 - $24.51 $141K - $196K
13.7K $249K
GGG
Graco Inc

Industrials
-3.47K
- 6.81%
$74.02 - $87.26 $257K - $303K
47.5K $4.08M
SBUX
Starbucks Corp

Consumer Cyclical
-544
- 3.04%
$79.69 - $99.41 $43.4K - $54.1K
17.4K $1.59M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.4K
- 22.43%
$74.88 - $91.97 $179K - $220K
8.28K $761K
DOCU
Docusign, Inc.

Technology
-1.14K
- 10.42%
$70.35 - $93.84 $80.5K - $107K
9.83K $765K
BXSL
Blackstone Secured Lending Fund

Financial Services
-3.46K
- 28.81%
$26.88 - $32.74 $93.1K - $113K
8.56K $263K
CSWC
Capital Southwest Corp

Financial Services
-5.3K
- 28.47%
$17.99 - $22.44 $95.3K - $119K
13.3K $293K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-7.32K
- 27.81%
$13.03 - $15.28 $95.4K - $112K
19K $278K
PNNT
Pennantpark Investment Corp

Financial Services
-12.8K
- 24.87%
$5.91 - $7.08 $75.9K - $90.9K
38.8K $265K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.31K
- 7.8%
$131.84 - $157.76 $173K - $207K
15.5K $2.44M
SRLN
Ssga Active Trust

ETFs
-2.28K
- 7.14%
$39.47 - $41.59 $90K - $94.9K
29.7K $1.23M
PCAR
Paccar Inc

Industrials
-508
- 4.15%
$86.4 - $99.09 $43.9K - $50.3K
11.7K $1.12M
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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