Grimes & Company, Inc. Portfolio Holdings
Grimes & Company, Inc.
- $3.93 Billion
- Q3 2025
Grimes & Company, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.93 Billion distributed in 517 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $309M, Vanguard Small Cap ETF with a value of $274M, Spdr Bloomberg Short Term High with a value of $175M, Ishares Tr Broad Usd High Yiel with a value of $173M, and Spdr Ser Tr Spdr Portfolio Hig with a value of $172M.
Examining the 13F form we can see an increase of $350M in the current position value, from $3.58B to 3.93B.
Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.93 Billion
ETFs: $2.5 Billion
Technology: $552 Million
Healthcare: $207 Million
Financial Services: $179 Million
Industrials: $136 Million
Communication Services: $133 Million
Consumer Defensive: $75.8 Million
Consumer Cyclical: $74 Million
Other: $76 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 517
- Current Value $3.93 Billion
- Prior Value $3.58 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 50 stocks
- Additional Purchases 205 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks