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
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