Grimes & Company, Inc. Reduced Holdings in Q1 2025

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
-116
- 0.69%
$149.27 - $169.4 $17.3K - $19.7K
16.8K $2.54M
VO
Vanguard Mid Cap ETF

ETFs
-628
- 12.43%
$251.87 - $277.95 $158K - $175K
4.42K $1.14M
JHMM
John Hancock Multifactor Mid C

ETFs
-93
- 0.12%
$55.69 - $63.12 $5.18K - $5.87K
78.3K $4.48M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.19K
- 25.0%
$27.01 - $28.54 $194K - $205K
21.6K $594K
BA
Boeing CO

Industrials
-855
- 22.11%
$148.15 - $186.25 $127K - $159K
3.01K $513K
USB
Us Bancorp \De\

Financial Services
-483
- 2.01%
$40.92 - $50.9 $19.8K - $24.6K
23.5K $992K
LRGF
Ishares Tr

ETFs
-492
- 1.12%
$56.95 - $63.95 $28K - $31.5K
43.4K $2.5M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.14%
$347.25 - $424.87 $3.13K - $3.82K
6.58K $2.41M
PCAR
Paccar Inc

Industrials
-675
- 5.22%
$96.91 - $112.51 $65.4K - $75.9K
12.2K $1.19M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-1.46K
- 4.34%
$3.33 - $7.79 $4.86K - $11.4K
32.2K $107K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-129
- 4.63%
$307.43 - $357.48 $39.7K - $46.1K
2.66K $819K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
-1.68K
- 3.94%
$1.41 - $4.58 $2.37K - $7.7K
41K $60K
LOW
Lowes Companies Inc

Consumer Cyclical
-80
- 1.08%
$222.66 - $268.42 $17.8K - $21.5K
7.34K $1.71M
DEO
Diageo PLC

Consumer Defensive
-317
- 8.29%
$104.79 - $126.12 $33.2K - $40K
3.51K $367K
HON
Honeywell International Inc

Industrials
-55
- 0.73%
$202.75 - $226.52 $11.2K - $12.5K
7.46K $1.58M
CAT
Caterpillar Inc

Industrials
-3
- 0.09%
$326.75 - $407.63 $980 - $1.22K
3.35K $1.11M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
-7.84K
- 10.43%
$12.61 - $13.36 $98.9K - $105K
67.4K $857K
GS
Goldman Sachs Group Inc

Financial Services
-9
- 0.23%
$524.81 - $672.19 $4.72K - $6.05K
3.92K $2.14M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-5.82K
- 18.11%
$14.46 - $15.96 $84.2K - $93K
26.3K $398K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-164
- 4.88%
$157.11 - $206.52 $25.8K - $33.9K
3.2K $537K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-4
- 0.15%
$435.02 - $515.95 $1.74K - $2.06K
2.63K $1.24M
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.64K
- 18.01%
$31.3 - $34.5 $82.7K - $91.1K
12K $389K
PNNT
Pennantpark Investment Corp

Financial Services
-11K
- 17.5%
$6.78 - $7.27 $74.2K - $79.6K
51.6K $362K
NEE
Nextera Energy Inc

Utilities
-884
- 5.91%
$66.96 - $76.16 $59.2K - $67.3K
14.1K $997K
AMP
Ameriprise Financial Inc

Financial Services
-7
- 0.47%
$472.29 - $575.13 $3.31K - $4.03K
1.47K $711K
O
Realty Income Corp

Real Estate
-1.74K
- 29.41%
$51.67 - $58.49 $89.8K - $102K
4.17K $241K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-96
- 0.39%
$24.91 - $29.02 $2.39K - $2.79K
24.7K $618K
DELL
Dell Technologies Inc.

Technology
-8
- 0.29%
$90.34 - $124.66 $723 - $997
2.76K $251K
NOC
Northrop Grumman Corp

Industrials
-201
- 21.57%
$433.45 - $513.82 $87.1K - $103K
731 $374K
CTAS
Cintas Corp

Industrials
-525
- 24.95%
$182.09 - $208.14 $95.6K - $109K
1.58K $324K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-796
- 18.56%
$81.43 - $87.33 $64.8K - $69.5K
3.49K $294K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.07K
- 6.09%
$25.81 - $28.52 $131K - $144K
78K $2.15M
GLW
Corning Inc

Technology
-1.03K
- 17.22%
$44.91 - $54.25 $46.2K - $55.8K
4.95K $226K
VBR
Vanguard Small Cap Value ETF

ETFs
-47
- 1.25%
$183.02 - $207.75 $8.6K - $9.76K
3.7K $687K
IHF
Ishares Tr

ETFs
-1.62K
- 19.67%
$47.84 - $53.21 $77.7K - $86.4K
6.63K $350K
IP
International Paper CO

Consumer Cyclical
-746
- 7.2%
$49.38 - $60.09 $36.8K - $44.8K
9.62K $513K
IR
Ingersoll Rand Inc.

Industrials
-18
- 0.47%
$79.44 - $94.23 $1.43K - $1.7K
3.81K $304K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-849
- 11.58%
$51.52 - $52.37 $43.7K - $44.5K
6.48K $339K
ECL
Ecolab Inc.

Basic Materials
-359
- 13.41%
$229.72 - $269.82 $82.5K - $96.9K
2.32K $587K
FOLD
Amicus Therapeutics, Inc.

Healthcare
-1.06K
- 4.37%
$8.16 - $9.85 $8.65K - $10.4K
23.2K $189K
IWR
Ishares Russell Mid Cap ETF

ETFs
-23
- 0.21%
$82.81 - $92.93 $1.9K - $2.14K
10.7K $908K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-158
- 10.17%
$168.16 - $186.21 $26.6K - $29.4K
1.4K $238K
UNP
Union Pacific Corp

Industrials
-398
- 5.39%
$225.21 - $254.42 $89.6K - $101K
6.99K $1.65M
ET
Energy Transfer LP

Energy
-1.01K
- 7.46%
$17.26 - $21.08 $17.4K - $21.2K
12.5K $232K
MTB
M&T Bank Corp

Financial Services
-54
- 2.37%
$170.47 - $201.98 $9.21K - $10.9K
2.22K $397K
IVW
Ishares S&P 500 Growth ETF

ETFs
-24
- 0.82%
$92.45 - $106.69 $2.22K - $2.56K
2.91K $269K
CSX
Csx Corp

Industrials
-120
- 1.49%
$29.11 - $33.67 $3.49K - $4.04K
7.91K $232K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-11
- 0.31%
$120.24 - $134.3 $1.32K - $1.48K
3.58K $436K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-107
- 3.73%
$96.88 - $111.25 $10.4K - $11.9K
2.76K $275K
Activity Summary
Buys All Purchases 202 New Holdings 25 Increased Positions 177 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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