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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.7B
$2.67 Million 0.07% of portfolio
17,193
Q3 2025 Added 79.45%
$0
$2.71 Million 0.07% of portfolio
81,181
Q3 2025 Reduced 1.4%
$0
$2.94 Million 0.07% of portfolio
42,546
Q3 2025 Reduced 0.09%
$0
$2.64 Million 0.07% of portfolio
3,542
Q3 2025 Reduced 0.28%
$59.1B
$2.81 Million 0.07% of portfolio
4,401
Q3 2025 Reduced 1.5%
$0
$2.79 Million 0.07% of portfolio
15,759
Q3 2025 Added 1.78%
$0
$2.56 Million 0.07% of portfolio
17,752
Q3 2025 Reduced 2.26%
$0
$2.18 Million 0.06% of portfolio
48,342
Q3 2025 Added 61.15%
$0
$2.37 Million 0.06% of portfolio
11,082
Q3 2025 Reduced 9.09%
$144B
$2.38 Million 0.06% of portfolio
24,409
Q3 2025 Added 188.45%
$220B
$2.26 Million 0.06% of portfolio
26,919
Q3 2025 Added 11.27%
$0
$2.49 Million 0.06% of portfolio
26,878
Q3 2025 Reduced 1.87%
$170B
$2.51 Million 0.06% of portfolio
17,344
Q3 2025 Added 63.13%
$147B
$2.38 Million 0.06% of portfolio
29,770
Q3 2025 Reduced 11.59%
$0
$2.4 Million 0.06% of portfolio
11,789
Q3 2025 Added 4.61%
$0
$2.47 Million 0.06% of portfolio
26,585
Q3 2025 Added 1.61%
$0
$2.44 Million 0.06% of portfolio
13,962
Q3 2025 Added 0.41%
$56.3B
$2.33 Million 0.06% of portfolio
25,925
Q3 2025 Reduced 8.52%
$0
$1.9 Million 0.05% of portfolio
10,193
Q3 2025 Added 6.02%
$138B
$1.86 Million 0.05% of portfolio
7,884
Q3 2025 Added 0.03%
$301B
$2.11 Million 0.05% of portfolio
6,111
Q3 2025 Added 86.03%
$0
$2.1 Million 0.05% of portfolio
11,526
Q3 2025 Added 1.13%
$0
$2.11 Million 0.05% of portfolio
6,607
Q3 2025 Reduced 4.74%
$6.16B
$1.85 Million 0.05% of portfolio
17,164
Q3 2025 New
$380B
$2.03 Million 0.05% of portfolio
11,143
Q3 2025 Added 226.97%
$158B
$1.98 Million 0.05% of portfolio
58,958
Q3 2025 Reduced 1.13%
$100B
$1.92 Million 0.05% of portfolio
4,543
Q3 2025 Added 0.26%
$88.3B
$1.77 Million 0.05% of portfolio
8,804
Q3 2025 Reduced 0.28%
$0
$1.5 Million 0.04% of portfolio
21,201
Q3 2025 Added 0.04%
$88.5B
$1.64 Million 0.04% of portfolio
9,182
Q3 2025 Added 236.21%
$301B
$1.66 Million 0.04% of portfolio
3,483
Q3 2025 Added 4.97%
$0
$1.56 Million 0.04% of portfolio
21,500
Q3 2025 Reduced 4.0%
$23B
$1.39 Million 0.04% of portfolio
11,321
Q2 2025 Added 0.03%
$0
$1.45 Million 0.04% of portfolio
51,850
Q3 2025 Reduced 2.48%
$0
$1.54 Million 0.04% of portfolio
5,247
Q3 2025 Added 1.53%
$0
$1.39 Million 0.04% of portfolio
22,144
Q3 2025 Reduced 1.85%
$98.2B
$1.4 Million 0.04% of portfolio
16,523
Q3 2025 Reduced 4.87%
$84.4B
$1.65 Million 0.04% of portfolio
15,047
Q3 2025 Added 327.23%
$87.1B
$1.58 Million 0.04% of portfolio
8,055
Q3 2025 New
$132B
$1.71 Million 0.04% of portfolio
8,102
Q3 2025 Reduced 3.4%
$154B
$1.53 Million 0.04% of portfolio
7,701
Q3 2025 Added 0.21%
$143B
$1.38 Million 0.04% of portfolio
3,027
Q3 2025 Added 363.55%
$131B
$1.76 Million 0.04% of portfolio
4,947
Q3 2025 Added 0.3%
$145B
$1.7 Million 0.04% of portfolio
6,752
Q3 2025 Reduced 0.09%
$117B
$1.41 Million 0.04% of portfolio
4,296
Q3 2025 Added 181.7%
$116B
$1.55 Million 0.04% of portfolio
7,178
Q3 2025 Added 102.31%
$177B
$1.47 Million 0.04% of portfolio
52,106
Q3 2025 Added 46.85%
$240B
$1.56 Million 0.04% of portfolio
9,614
Q3 2025 Added 52.48%
$120B
$1.52 Million 0.04% of portfolio
3,100
Q3 2025 Added 166.32%

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
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