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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.03 Million 0.08% of portfolio
71,061
Q2 2025 Reduced 6.97%
$0
$2.69 Million 0.08% of portfolio
55,796
Q2 2025 Reduced 4.47%
$0
$2.76 Million 0.08% of portfolio
6,554
Q2 2025 Added 0.09%
$0
$2.73 Million 0.08% of portfolio
42,585
Q2 2025 Reduced 1.93%
$0
$3.02 Million 0.08% of portfolio
22,687
Q2 2025 Added 6.59%
$0
$2.67 Million 0.07% of portfolio
12,190
Q2 2025 New
$0
$2.48 Million 0.07% of portfolio
82,336
Q2 2025 Added 5.51%
$0
$2.44 Million 0.07% of portfolio
15,483
Q2 2025 Reduced 7.8%
$0
$2.47 Million 0.07% of portfolio
30,679
Q2 2025 Reduced 48.34%
$0
$2.36 Million 0.07% of portfolio
3,552
Q2 2025 Added 168.08%
$0
$2.43 Million 0.07% of portfolio
27,390
Q2 2025 Reduced 17.7%
$0
$2.33 Million 0.07% of portfolio
26,165
Q2 2025 Added 59.03%
$0
$2.08 Million 0.06% of portfolio
11,397
Q2 2025 Added 3.72%
$0
$2.19 Million 0.06% of portfolio
11,270
Q2 2025 Added 0.4%
$0
$2.29 Million 0.06% of portfolio
13,905
Q2 2025 Reduced 4.68%
$0
$2.3 Million 0.06% of portfolio
18,163
Q2 2025 New
$0
$1.85 Million 0.05% of portfolio
28,907
Q2 2025 Added 48.14%
$0
$1.84 Million 0.05% of portfolio
25,025
Q2 2025 Added 34.46%
$0
$1.7 Million 0.05% of portfolio
9,614
Q2 2025 Added 8.03%
$107B
$1.5 Million 0.04% of portfolio
4,932
Q2 2025 Added 17.79%
$0
$1.43 Million 0.04% of portfolio
22,562
Q2 2025 New
$0
$1.35 Million 0.04% of portfolio
53,170
Q2 2025 Reduced 20.95%
$0
$1.47 Million 0.04% of portfolio
22,396
Q2 2025 New
$0
$1.47 Million 0.04% of portfolio
5,168
Q2 2025 Reduced 5.23%
$0
$1.37 Million 0.04% of portfolio
21,192
Q2 2025 New
$0
$1.24 Million 0.03% of portfolio
29,999
Q2 2025 Added 0.27%
$0
$1.19 Million 0.03% of portfolio
4,238
Q2 2025 Reduced 4.2%
$0
$970,000 0.03% of portfolio
2,650
Q2 2025 Reduced 0.3%
$0
$1.22 Million 0.03% of portfolio
9,168
Q2 2025 Added 0.39%
$0
$1.11 Million 0.03% of portfolio
28,314
Q2 2025 Added 47.5%
$0
$1.23 Million 0.03% of portfolio
29,652
Q2 2025 Reduced 7.14%
$0
$913,000 0.03% of portfolio
5,273
Q2 2025 New
$0
$668,000 0.02% of portfolio
9,673
Q2 2025 New
$0
$746,000 0.02% of portfolio
5,497
Q2 2025 Added 0.57%
$0
$644,000 0.02% of portfolio
12,320
Q2 2025 Added 0.46%
$0
$609,000 0.02% of portfolio
21,727
Q2 2025 Reduced 0.61%
$0
$774,000 0.02% of portfolio
3,974
Q2 2025 Added 7.32%
$0
$606,000 0.02% of portfolio
11,802
Q2 2025 Added 15.93%
$0
$818,000 0.02% of portfolio
1,445
Q2 2025 Reduced 0.28%
$0
$776,000 0.02% of portfolio
26,600
Q2 2025 Added 7.57%
$0
$576,000 0.02% of portfolio
21,773
Q2 2025 Added 0.98%
$0
$892,000 0.02% of portfolio
18,350
Q2 2025 Added 176.73%
$0
$643,000 0.02% of portfolio
2,696
Q2 2025 New
$0
$606,000 0.02% of portfolio
2,278
Q2 2025 Reduced 1.98%
$0
$761,000 0.02% of portfolio
8,284
Q2 2025 Reduced 22.43%
$0
$851,000 0.02% of portfolio
35,743
Q2 2025 Added 0.29%
$0
$472,000 0.01% of portfolio
10,814
Q2 2025 New
$0
$284,000 0.01% of portfolio
11,339
Q2 2025 Added 1.27%
$0
$260,000 0.01% of portfolio
4,992
Q2 2025 Added 0.2%

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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