Grimes & Company, Inc. Portfolio Holdings
Grimes & Company, Inc.
- $3.18 Billion
- Q1 2025
Grimes & Company, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.18 Billion distributed in 430 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $212M, Spdr Bloomberg Short Term High with a value of $205M, Ishares 0 5 Year High Yield CO with a value of $205M, Ishares Tr with a value of $150M, and Vanguard Small Cap ETF with a value of $128M.
Examining the 13F form we can see an decrease of $250M in the current position value, from $3.43B to 3.18B.
Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.18 Billion
ETFs: $1.9 Billion
Technology: $445 Million
Healthcare: $214 Million
Financial Services: $154 Million
Industrials: $134 Million
Communication Services: $104 Million
Consumer Defensive: $85.3 Million
Consumer Cyclical: $76.8 Million
Other: $72.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 430
- Current Value $3.18 Billion
- Prior Value $3.43 Billion
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 25 stocks
- Additional Purchases 177 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks