Grimes & Company, Inc. Reduced Holdings in Q3 2025

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-542K
- 98.95%
$106.17 - $107.3 $57.5M - $58.1M
5.75K $614K
XLC
Select Sector Spdr Tr Communic

ETFs
-282K
- 44.38%
$105.99 - $119.41 $29.9M - $33.6M
353K $41.8M
XLI
Industrial Sector Spdr

ETFs
-127K
- 48.12%
$147.94 - $154.99 $18.7M - $19.6M
136K $21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-34.4K
- 61.5%
$159.87 - $247.68 $5.49M - $8.51M
21.5K $3.83M
ACN
Accenture PLC

Technology
-3.17K
- 4.78%
$232.56 - $304.78 $738K - $967K
63.2K $15.6M
DXCM
Dexcom Inc

Healthcare
-17.6K
- 13.09%
$66.46 - $89.53 $1.17M - $1.57M
117K $7.84M
PAYX
Paychex Inc

Industrials
-10.9K
- 8.94%
$126.69 - $147.99 $1.39M - $1.62M
111K $14.1M
CRM
Salesforce, Inc.

Technology
-6.09K
- 9.98%
$231.66 - $273.65 $1.41M - $1.67M
54.9K $13M
ALGN
Align Technology Inc

Healthcare
-5.01K
- 11.13%
$124.88 - $207.19 $626K - $1.04M
40K $5.01M
ADBE
Adobe Inc.

Technology
-4.34K
- 10.5%
$333.65 - $392.1 $1.45M - $1.7M
37K $13.1M
UPS
United Parcel Service Inc

Industrials
-5.55K
- 4.52%
$82.58 - $105.54 $459K - $586K
117K $9.8M
EOG
Eog Resources Inc

Energy
-10.9K
- 7.19%
$112.12 - $126.1 $1.23M - $1.38M
141K $15.9M
NVO
Novo Nordisk A S

Healthcare
-11.6K
- 9.26%
$45.38 - $71.7 $527K - $832K
114K $6.31M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-14.9K
- 10.64%
$65.64 - $78.22 $980K - $1.17M
125K $8.41M
KMB
Kimberly Clark Corp

Consumer Defensive
-10.3K
- 6.93%
$121.72 - $136.77 $1.25M - $1.41M
138K $17.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-38.9K
- 3.57%
$50.81 - $51.07 $1.98M - $1.99M
1.05M $53.6M
RHI
Robert Half International Inc.

Industrials
-8.45K
- 4.16%
$33.49 - $43.03 $283K - $363K
195K $6.62M
BMY
Bristol Myers Squibb CO

Healthcare
-22.2K
- 5.58%
$43.31 - $48.98 $962K - $1.09M
376K $16.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-66.4K
- 2.92%
$24.11 - $24.94 $1.6M - $1.66M
2.21M $55M
AMGN
Amgen Inc

Healthcare
-5.44K
- 5.93%
$271.18 - $309.22 $1.47M - $1.68M
86.2K $24.3M
MA
Mastercard Inc

Financial Services
-2.3K
- 19.35%
$550.18 - $598.96 $1.27M - $1.38M
9.59K $5.45M
ZM
Zoom Video Communications, Inc.

Technology
-25.5K
- 12.75%
$69.77 - $86.83 $1.78M - $2.21M
174K $14.4M
NKE
Nike, Inc.

Consumer Cyclical
-14.4K
- 14.16%
$69.24 - $79.24 $997K - $1.14M
87.3K $6.09M
MKC
Mccormick & CO Inc

Consumer Defensive
-3.38K
- 3.5%
$64.3 - $77.17 $217K - $261K
93.2K $6.24M
GGG
Graco Inc

Industrials
-10.9K
- 22.92%
$82.58 - $88.81 $899K - $967K
36.6K $3.11M
CMCSA
Comcast Corp

Communication Services
-3.48K
- 1.76%
$31.41 - $36.33 $109K - $126K
195K $6.11M
STZ
Constellation Brands, Inc.

Consumer Defensive
-628
- 2.37%
$131.78 - $176.09 $82.8K - $111K
25.9K $3.49M
WDAY
Workday, Inc.

Technology
-3.34K
- 11.43%
$213.69 - $247.69 $714K - $828K
25.9K $6.24M
QCOM
Qualcomm Inc

Technology
-11.7K
- 6.49%
$145.84 - $173.55 $1.71M - $2.03M
169K $28.1M
SLB
Schlumberger Limited

Energy
-22.7K
- 8.53%
$32.37 - $37.31 $735K - $847K
243K $8.36M
TROW
Price T Rowe Group Inc

Financial Services
-12.6K
- 9.16%
$98.67 - $111.52 $1.24M - $1.4M
125K $12.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16K
- 60.12%
$28.92 - $32.19 $462K - $515K
10.6K $338K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.11K
- 9.09%
$212.64 - $225.25 $236K - $250K
11.1K $2.37M
IHF
Ishares Tr

ETFs
-5.74K
- 31.3%
$40.81 - $49.43 $234K - $284K
12.6K $622K
VTI
Vanguard Total Stock Market Et

ETFs
-1.58K
- 15.31%
$303.93 - $329.86 $479K - $520K
8.72K $2.86M
HON
Honeywell International Inc

Industrials
-285
- 3.4%
$207.7 - $240.4 $59.2K - $68.5K
8.1K $1.71M
GNRC
Generac Holdings Inc.

Industrials
-8.68K
- 17.29%
$146.61 - $202.85 $1.27M - $1.76M
41.5K $6.95M
BIIB
Biogen Inc.

Healthcare
-5.73K
- 13.96%
$122.68 - $148.84 $703K - $852K
35.3K $4.94M
SBUX
Starbucks Corp

Consumer Cyclical
-845
- 4.87%
$81.9 - $96.86 $69.2K - $81.8K
16.5K $1.4M
DOCU
Docusign, Inc.

Technology
-1.87K
- 18.97%
$67.14 - $85.01 $125K - $159K
7.97K $574K
KO
Coca Cola CO

Consumer Defensive
-953
- 3.65%
$65.67 - $71.67 $62.6K - $68.3K
25.2K $1.67M
NAK
Northern Dynasty Minerals LTD

Basic Materials
-109K
- 36.53%
$0.75 - $2.3 $81.9K - $251K
190K $225K
ES
Eversource Energy

Utilities
-3.28K
- 40.83%
$62.86 - $71.14 $206K - $234K
4.76K $338K
CARR
Carrier Global Corp

Industrials
-50
- 0.43%
$58.75 - $80.73 $2.94K - $4.04K
11.7K $698K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-25
- 0.28%
$196.15 - $217.83 $4.9K - $5.45K
8.8K $1.77M
VZ
Verizon Communications Inc

Communication Services
-7.61K
- 2.8%
$40.84 - $45.06 $311K - $343K
264K $11.6M
ETN
Eaton Corp PLC

Industrials
-3.51K
- 5.15%
$342.99 - $392.76 $1.2M - $1.38M
64.6K $24.2M
MFC
Manulife Financial Corp

Financial Services
-3.51K
- 11.12%
$29.9 - $32.34 $105K - $114K
28.1K $875K
XYL
Xylem Inc.

Industrials
-10.2K
- 13.46%
$129.67 - $147.5 $1.32M - $1.5M
65.4K $9.65M
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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