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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.32K
- 6.97%
$35.35 - $42.68 $188K - $227K
71.1K $3.03M
ED
Consolidated Edison Inc

Utilities
-116
- 2.17%
$98.05 - $113.3 $11.4K - $13.1K
5.22K $523K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-19.2K
- 26.45%
$6.41 - $11.19 $123K - $215K
53.5K $479K
TGT
Target Corp

Consumer Defensive
-134
- 1.87%
$88.76 - $105.77 $11.9K - $14.2K
7.04K $694K
EPD
Enterprise Products Partners L.P.

Energy
-204
- 1.45%
$28.95 - $34.22 $5.91K - $6.98K
13.9K $431K
SHEL
Shell PLC

Energy
-171
- 1.82%
$59.75 - $73.05 $10.2K - $12.5K
9.23K $649K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-218
- 6.81%
$136.63 - $176.62 $29.8K - $38.5K
2.98K $502K
YUM
Yum Brands Inc

Consumer Cyclical
-44
- 1.39%
$138.36 - $161.45 $6.09K - $7.1K
3.13K $463K
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 0.24%
$248.61 - $294.96 $1.49K - $1.77K
2.53K $713K
VOE
Vanguard Mid Cap Value Index F

ETFs
-683
- 4.68%
$141.87 - $164.49 $96.9K - $112K
13.9K $2.29M
CRM
Salesforce, Inc.

Technology
-1.11K
- 1.79%
$236.26 - $291.15 $262K - $323K
61K $16.6M
TXN
Texas Instruments Inc

Technology
-116
- 0.38%
N/A
30.2K $5.87M
OTIS
Otis Worldwide Corp

Industrials
-7
- 0.14%
$90.88 - $104.3 $636 - $730
4.99K $493K
DEO
Diageo PLC

Consumer Defensive
-73
- 2.08%
$99.86 - $115.75 $7.29K - $8.45K
3.43K $346K
EBC
Eastern Bankshares, Inc.

Financial Services
-167
- 1.11%
$14.18 - $16.5 $2.37K - $2.76K
14.8K $226K
CTSH
Cognizant Technology Solutions Corp

Technology
-3.21K
- 2.1%
$66.47 - $81.81 $213K - $262K
149K $11.6M
OEF
Ishares S&P 100 ETF

ETFs
-46
- 1.98%
N/A
2.28K $606K
SO
Southern CO

Utilities
-82
- 0.63%
$84.91 - $92.56 $6.96K - $7.59K
12.9K $1.19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-105
- 3.9%
$82.21 - $83.12 $8.63K - $8.73K
2.58K $214K
MET
Metlife Inc

Financial Services
-79
- 1.37%
$68.42 - $82.49 $5.41K - $6.52K
5.7K $458K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-111
- 3.42%
$83.54 - $100.04 $9.27K - $11.1K
3.13K $311K
Blackrock ETF Trust Ii
-246
- 0.41%
N/A
59.7K $0
Blackrock Inc
-19
- 2.14%
N/A
867 $0
FSCO
Fs Cr Opportunities Corp Com
-43.2K
- 33.71%
N/A
85K $0
Morgan Stanley Direct Lendin
-4.95K
- 27.67%
N/A
12.9K $0
ETF Ser Solutions
-16.5K
- 1.54%
N/A
1.05M $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-21
- 0.32%
$51.68 - $52.76 $1.09K - $1.11K
6.46K $340K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-38
- 1.38%
$86.05 - $107.7 $3.27K - $4.09K
2.72K $293K
FFIV
F5, Inc.

Technology
-210
- 7.33%
$239.25 - $295.9 $50.2K - $62.1K
2.66K $781K
RL
Ralph Lauren Corp

Consumer Cyclical
-114
- 11.83%
$182.34 - $286.22 $20.8K - $32.6K
850 $233K
V
Visa Inc.

Financial Services
-605
- 1.15%
$308.27 - $373.31 $187K - $226K
52K $18.5M
NVS
Novartis Ag

Healthcare
-94
- 2.03%
$101.96 - $121.01 $9.58K - $11.4K
4.53K $547K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-133
- 0.61%
$22.92 - $28.05 $3.05K - $3.73K
21.7K $609K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-28
- 0.78%
$108.06 - $135.3 $3.03K - $3.79K
3.56K $480K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.28%
$468.22 - $566.51 $1.87K - $2.27K
1.45K $818K
BSX
Boston Scientific Corp

Healthcare
-100
- 1.17%
$89.7 - $107.41 $8.97K - $10.7K
8.46K $908K
VO
Vanguard Mid Cap ETF

ETFs
-186
- 4.2%
$228.54 - $279.83 $42.5K - $52K
4.24K $1.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.27K
- 3.94%
$90.56 - $109.49 $478K - $577K
128K $14M
INTU
Intuit Inc

Technology
-3
- 0.77%
$544.07 - $787.63 $1.63K - $2.36K
387 $304K
USB
Us Bancorp \De\

Financial Services
-57
- 0.24%
$36.4 - $45.76 $2.07K - $2.61K
23.4K $1.06M
ROK
Rockwell Automation, Inc

Industrials
-218
- 10.31%
$218.97 - $332.17 $47.7K - $72.4K
1.9K $630K
MPC
Marathon Petroleum Corp

Energy
-4
- 0.08%
$118.55 - $170.08 $474 - $680
4.91K $815K
VOT
Vanguard Mid Cap Growth Index

ETFs
-285
- 5.23%
$216.28 - $284.39 $61.6K - $81.1K
5.17K $1.47M
EEM
Ishares Msci Emerging Markets

ETFs
-2.61K
- 4.47%
$38.52 - $48.28 $101K - $126K
55.8K $2.69M
SCHW
Schwab Charles Corp

Financial Services
-978
- 5.56%
$69.06 - $91.24 $67.5K - $89.2K
16.6K $1.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8
- 0.3%
$273.67 - $366.17 $2.19K - $2.93K
2.65K $970K
CAT
Caterpillar Inc

Industrials
-33
- 0.98%
$273.94 - $388.21 $9.04K - $12.8K
3.32K $1.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-347
- 6.4%
$221.86 - $362.89 $77K - $126K
5.08K $1.61M
VEA
Vanguard Ftse Developed Market

ETFs
-5.92K
- 6.06%
$45.65 - $57.01 $270K - $338K
91.8K $5.23M
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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