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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$439B
$2.09 Million 0.06% of portfolio
2,111
Q2 2025 Added 46.39%
$281B
$1.99 Million 0.06% of portfolio
20,334
Q2 2025 Added 21.0%
$0
$2.08 Million 0.06% of portfolio
11,397
Q2 2025 Added 3.72%
$102B
$1.98 Million 0.06% of portfolio
4,531
Q2 2025 Added 0.6%
$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%
$61.1B
$2.33 Million 0.06% of portfolio
7,271
Q2 2025 Added 0.03%
$0
$2.3 Million 0.06% of portfolio
18,163
Q2 2025 New
$1.08T
$1.61 Million 0.05% of portfolio
5,079
Q2 2025 Reduced 6.4%
$203B
$1.92 Million 0.05% of portfolio
24,192
Q2 2025 Added 16.82%
$0
$1.78 Million 0.05% of portfolio
6,936
Q2 2025 New
$306B
$1.85 Million 0.05% of portfolio
26,140
Q2 2025 Added 10.87%
$101B
$1.93 Million 0.05% of portfolio
8,829
Q2 2025 Reduced 1.2%
$0
$1.85 Million 0.05% of portfolio
28,907
Q2 2025 Added 48.14%
$135B
$1.81 Million 0.05% of portfolio
7,882
Q2 2025 Added 12.81%
$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%
$106B
$1.5 Million 0.04% of portfolio
4,932
Q2 2025 Added 17.79%
$5.94B
$1.35 Million 0.04% of portfolio
14,202
Q2 2025 Reduced 82.0%
$0
$1.43 Million 0.04% of portfolio
22,562
Q2 2025 New
$87.3B
$1.46 Million 0.04% of portfolio
9,581
Q2 2025 Added 4.29%
$133B
$1.38 Million 0.04% of portfolio
1,543
Q2 2025 Added 0.52%
$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
$218B
$1.29 Million 0.04% of portfolio
3,318
Q2 2025 Reduced 0.98%
$179B
$1.52 Million 0.04% of portfolio
16,609
Q2 2025 Reduced 5.56%
$78.6B
$1.27 Million 0.04% of portfolio
9,508
Q2 2025 Added 1.77%
$89.6B
$1.34 Million 0.04% of portfolio
59,631
Q2 2025 Reduced 25.28%
$108B
$1.59 Million 0.04% of portfolio
17,368
Q2 2025 Reduced 3.04%
$0
$1.47 Million 0.04% of portfolio
5,168
Q2 2025 Reduced 5.23%
$152B
$1.5 Million 0.04% of portfolio
6,758
Q2 2025 Reduced 7.87%
$19.7B
$1.29 Million 0.04% of portfolio
11,321
Q2 2025 Added 0.03%
$155B
$1.31 Million 0.04% of portfolio
10,632
Q2 2025 Added 4.09%
$0
$1.37 Million 0.04% of portfolio
21,192
Q2 2025 New
$150B
$1.52 Million 0.04% of portfolio
7,685
Q2 2025 Added 2.17%
$141B
$1.21 Million 0.03% of portfolio
17,392
Q2 2025 Added 23.61%
$95.8B
$1.11 Million 0.03% of portfolio
9,400
Q2 2025 Added 0.43%
$34.4B
$1.12 Million 0.03% of portfolio
11,736
Q2 2025 Reduced 4.15%
$0
$1.24 Million 0.03% of portfolio
29,999
Q2 2025 Added 0.27%
$70.9B
$1.14 Million 0.03% of portfolio
12,495
Q2 2025 Added 0.95%
$0
$1.19 Million 0.03% of portfolio
4,238
Q2 2025 Reduced 4.2%
$22.7B
$961,000 0.03% of portfolio
4,345
Q2 2025 Added 9.36%
$261B
$1.15 Million 0.03% of portfolio
6,305
Q2 2025 Added 14.28%
$57.7B
$994,000 0.03% of portfolio
8,340
Q2 2025 Added 22.9%
$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%
$203B
$1.03 Million 0.03% of portfolio
35,483
Q2 2025 Added 6.58%
$124B
$1.04 Million 0.03% of portfolio
3,372
Q2 2025 Added 0.87%
$0
$1.11 Million 0.03% of portfolio
28,314
Q2 2025 Added 47.5%

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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