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
FFIV
F5, Inc.

Technology
-535
- 20.15%
$290.76 - $334.59 $156K - $179K
2.12K $685K
TD
Toronto Dominion Bank

Financial Services
-3.9K
- 11.59%
$72.55 - $79.95 $283K - $312K
29.8K $2.38M
CI
Cigna Corp

Healthcare
-97
- 6.73%
$262.23 - $334.39 $25.4K - $32.4K
1.35K $387K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.98K
- 19.73%
$42.75 - $43.37 $84.6K - $85.9K
8.05K $348K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.41K
- 8.52%
$82.96 - $95.7 $200K - $231K
25.9K $2.33M
CLX
Clorox CO

Consumer Defensive
-2.41K
- 3.5%
$117.67 - $131.43 $284K - $317K
66.5K $8.2M
ECL
Ecolab Inc.

Basic Materials
-313
- 13.4%
$259.39 - $285.47 $81.2K - $89.4K
2.02K $554K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-87
- 12.29%
$366.54 - $479.53 $31.9K - $41.7K
621 $243K
ADP
Automatic Data Processing Inc

Industrials
-67
- 1.99%
$288.69 - $310.94 $19.3K - $20.8K
3.31K $970K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.2%
$486.13 - $544.55 $1.46K - $1.63K
1.53K $749K
DEO
Diageo PLC

Consumer Defensive
-280
- 8.16%
$93.64 - $115.33 $26.2K - $32.3K
3.15K $300K
OTIS
Otis Worldwide Corp

Industrials
-83
- 1.66%
$84.93 - $101.07 $7.05K - $8.39K
4.9K $448K
ADSK
Autodesk, Inc.

Technology
-177
- 21.72%
N/A
638 $156K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-848
- 13.12%
$52.39 - $53.11 $44.4K - $45K
5.61K $297K
FXG
First Tr Exchange Traded First

ETFs
-418
- 1.85%
$61.54 - $65.93 $25.7K - $27.6K
22.1K $1.39M
AMT
American Tower Corp

Real Estate
-19
- 1.55%
$192.32 - $232.35 $3.65K - $4.41K
1.21K $232K
HYD
Vaneck High Yield Muni ETF

ETFs
-756
- 12.78%
$48.85 - $50.94 $36.9K - $38.5K
5.16K $262K
PCAR
Paccar Inc

Industrials
-709
- 6.04%
$92.91 - $102.86 $65.9K - $72.9K
11K $1.08M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-297
- 20.68%
$275.84 - $326.36 $81.9K - $96.9K
1.14K $371K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-541
- 13.27%
$77.92 - $81.94 $42.2K - $44.3K
3.54K $289K
KRE
Spdr S&P Regional Banking ETF

ETFs
-895
- 11.21%
$58.82 - $66.17 $52.6K - $59.2K
7.09K $448K
IYW
Ishares Dj Us Tech ETF

ETFs
-735
- 13.94%
$171.38 - $197.01 $126K - $145K
4.54K $888K
SOXX
Ishares Semiconductor ETF

ETFs
-409
- 15.17%
$236.93 - $271.12 $96.9K - $111K
2.29K $620K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-72
- 2.17%
$60.9 - $70.75 $4.38K - $5.09K
3.25K $203K
ZTS
Zoetis Inc.

Healthcare
-30
- 2.13%
$141.13 - $159.19 $4.23K - $4.78K
1.38K $201K
CSWC
Capital Southwest Corp

Financial Services
-670
- 5.04%
$21.86 - $23.33 $14.6K - $15.6K
12.6K $276K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-237
- 1.95%
$22.65 - $25.1 $5.37K - $5.95K
11.9K $272K
MET
Metlife Inc

Financial Services
-334
- 5.86%
$73.82 - $82.37 $24.7K - $27.5K
5.36K $441K
PSA
Public Storage

Real Estate
-38
- 4.52%
$271.94 - $298.09 $10.3K - $11.3K
802 $231K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-196
- 4.9%
$78.96 - $80.04 $15.5K - $15.7K
3.81K $304K
IYT
Ishares Tr U.S. Transportation

ETFs
-2.48K
- 4.81%
$66.62 - $72.7 $165K - $180K
49K $3.51M
IP
International Paper CO

Consumer Cyclical
-208
- 2.14%
$45.32 - $55.68 $9.43K - $11.6K
9.52K $441K
LEA
Lear Corp

Consumer Cyclical
-909
- 6.4%
$92.93 - $112.75 $84.5K - $102K
13.3K $1.34M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1.8K
- 2.99%
$61.4 - $65.41 $110K - $117K
58.2K $3.74M
IYK
Ishares U.S. Consumer Staples

ETFs
-40
- 1.19%
$67.65 - $71.68 $2.71K - $2.87K
3.33K $227K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-119
- 2.73%
$76.16 - $78.59 $9.06K - $9.35K
4.24K $331K
SRLN
Ssga Active Trust

ETFs
-48
- 0.16%
$41.28 - $41.65 $1.98K - $2K
29.6K $1.23M
FISV
Fiserv Inc

Technology
-17
- 0.21%
N/A
8.09K $1.01M
FTXL
First Tr ETF Vi Nasdaq Semicon
-1.85K
- 2.06%
N/A
88.3K $0
ETF Ser Solutions
-44.3K
- 4.2%
N/A
1.01M $0
FSCO
Fs Cr Opportunities Corp Com
-707
- 0.83%
N/A
84.3K $0
Blackrock ETF Trust Ii
-2K
- 3.35%
N/A
57.7K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-3.44K
- 2.02%
N/A
167K $0
Gsk PLC
-5.13K
- 2.55%
N/A
196K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-3.09K
- 5.53%
N/A
52.7K $0
Vaneck ETF Trust
-32
- 0.23%
N/A
13.6K $0
Linde PLC
-6
- 0.56%
N/A
1.07K $0
RL
Ralph Lauren Corp

Consumer Cyclical
-100
- 11.76%
$272.1 - $320.75 $27.2K - $32.1K
750 $235K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-560
- 8.06%
$546.99 - $602.2 $306K - $337K
6.39K $3.84M
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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