Grimes & Company, Inc. Portfolio Holdings

Grimes & Company, Inc.

  • $3.58 Billion
  • Q2 2025

Grimes & Company, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.58 Billion distributed in 476 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $296M, Spdr Bloomberg Short Term High with a value of $169M, Ishares Tr Broad Usd High Yiel with a value of $167M, Spdr Ser Tr Spdr Portfolio Hig with a value of $167M, and Ishares Core S&P 500 ETF with a value of $153M.

Examining the 13F form we can see an increase of $399M in the current position value, from $3.18B to 3.58B.

Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.58 Billion
ETFs: $2.27 Billion
Technology: $496 Million
Healthcare: $199 Million
Financial Services: $166 Million
Industrials: $131 Million
Communication Services: $108 Million
Consumer Defensive: $75 Million
Consumer Cyclical: $70.4 Million
Other: $68.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$89 Million 2.48% of portfolio
433,658
Q2 2025 Reduced 0.9%
$3.77T
$82.2 Million 2.29% of portfolio
165,170
Q2 2025 Reduced 1.88%
$1.22T
$39.5 Million 1.1% of portfolio
174,196
Q2 2025 Reduced 1.88%
$1.58T
$35.5 Million 0.99% of portfolio
48,158
Q2 2025 Reduced 3.79%
$416B
$35.4 Million 0.99% of portfolio
224,064
Q2 2025 Reduced 4.19%
$2.32T
$32.1 Million 0.9% of portfolio
146,516
Q2 2025 Added 0.43%
$1.14T
$29.4 Million 0.82% of portfolio
166,674
Q2 2025 Reduced 2.57%
$177B
$28.8 Million 0.8% of portfolio
180,626
Q2 2025 Reduced 1.93%
$855B
$25.3 Million 0.71% of portfolio
87,294
Q2 2025 Reduced 3.23%
$164B
$25.6 Million 0.71% of portfolio
91,679
Q2 2025 Added 0.16%
$148B
$24.3 Million 0.68% of portfolio
68,091
Q2 2025 Added 1.39%
$24.5B
$23 Million 0.64% of portfolio
978,360
Q2 2025 Added 0.51%
$113B
$21 Million 0.59% of portfolio
76,188
Q2 2025 Reduced 9.59%
$331B
$19.5 Million 0.55% of portfolio
105,278
Q2 2025 Added 2.11%
$181B
$19.8 Million 0.55% of portfolio
66,391
Q2 2025 Reduced 0.38%
$26.3B
$18.9 Million 0.53% of portfolio
924,597
Q2 2025 Reduced 29.87%
$575B
$18.5 Million 0.52% of portfolio
51,988
Q2 2025 Reduced 1.15%
$69.1B
$18.2 Million 0.51% of portfolio
152,350
Q2 2025 Added 1.28%
$102B
$18.4 Million 0.51% of portfolio
397,858
Q2 2025 Reduced 5.89%
$122B
$17.9 Million 0.5% of portfolio
205,825
Q2 2025 Added 1.37%
$52.1B
$17.8 Million 0.5% of portfolio
122,227
Q2 2025 Reduced 0.3%
$138B
$17.4 Million 0.49% of portfolio
157,273
Q2 2025 Reduced 3.88%
$250B
$17 Million 0.48% of portfolio
120,065
Q2 2025 Reduced 6.12%
$280B
$16.5 Million 0.46% of portfolio
237,431
Q2 2025 Reduced 3.46%
$439B
$16.3 Million 0.46% of portfolio
106,981
Q2 2025 Added 3.43%
$264B
$16.6 Million 0.46% of portfolio
61,008
Q2 2025 Reduced 1.79%
$173B
$16 Million 0.45% of portfolio
41,387
Q2 2025 Added 0.93%
$18.9B
$15.6 Million 0.44% of portfolio
199,832
Q2 2025 Reduced 3.67%
$383B
$13.5 Million 0.38% of portfolio
285,283
Q2 2025 Added 4.35%
$27.4B
$13.3 Million 0.37% of portfolio
55,861
Q2 2025 Reduced 3.61%
$161B
$13.4 Million 0.37% of portfolio
73,002
Q2 2025 Reduced 3.71%
$24B
$13.2 Million 0.37% of portfolio
137,211
Q2 2025 Reduced 34.61%
$280B
$13 Million 0.36% of portfolio
16,176
Q2 2025 Reduced 8.7%
$1.17T
$12.9 Million 0.36% of portfolio
72,444
Q2 2025 Added 1.6%
$227B
$12.9 Million 0.36% of portfolio
40,391
Q2 2025 Added 0.65%
$73.8B
$12.4 Million 0.35% of portfolio
122,892
Q2 2025 Reduced 18.53%
$15.3B
$12.3 Million 0.34% of portfolio
180,015
Q2 2025 Reduced 2.29%
$180B
$11.8 Million 0.33% of portfolio
271,947
Q2 2025 Added 1.22%
$39.8B
$11.6 Million 0.33% of portfolio
149,281
Q2 2025 Reduced 2.1%
$32.9B
$11.7 Million 0.33% of portfolio
134,054
Q2 2025 Reduced 0.65%
$87.9B
$10.4 Million 0.29% of portfolio
140,390
Q2 2025 Reduced 1.8%
$294B
$10.2 Million 0.29% of portfolio
71,468
Q2 2025 Added 10.78%
$26.7B
$9.92 Million 0.28% of portfolio
59,803
Q2 2025 Reduced 38.64%
$119B
$10.1 Million 0.28% of portfolio
81,603
Q2 2025 Reduced 51.83%
$23.6B
$9.78 Million 0.27% of portfolio
75,619
Q2 2025 Reduced 31.02%
$221B
$9.48 Million 0.26% of portfolio
76,484
Q2 2025 Reduced 52.59%
$48.7B
$8.99 Million 0.25% of portfolio
265,903
Q2 2025 Reduced 0.22%
$452B
$8.66 Million 0.24% of portfolio
80,312
Q2 2025 Added 3.55%
$201B
$8.69 Million 0.24% of portfolio
65,782
Q2 2025 Reduced 12.13%

Summary

  • Portfolio
  • No. of Stocks 476
  • Current Value $3.58 Billion
  • Prior Value $3.18 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 207 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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