Grimes & Company, Inc. Top Holdings and 13F Report (2025)

About Grimes & Company, Inc.

Investment Activity

Grimes & Company, Inc. has $3.67 billion in total holdings as of June 30, 2025.
Grimes & Company, Inc. owns shares of 413 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 24.34% of the portfolio was purchased this quarter.
About 17.80% of the portfolio was sold this quarter.
This quarter, Grimes & Company, Inc. has purchased 368 new stocks and bought additional shares in 207 stocks.
Grimes & Company, Inc. sold shares of 129 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $295,709,237
SPDR Bloomberg Short Term High Yield Bond ETF: $169,213,765
SPDR Portfolio High Yield Bond ETF: $166,944,965
iShares Broad USD High Yield Corporate Bond ETF: $166,747,189
iShares Core S&P 500 ETF: $153,061,646

Largest New Holdings this Quarter

78468R606 - SPDR Portfolio High Yield Bond ETF: $166,944,965 Holding
46435U853 - iShares Broad USD High Yield Corporate Bond ETF: $166,747,189 Holding
46641Q654 - JPMorgan Ultra-Short Municipal ETF: $55,491,063 Holding
33738R811 - First Trust Nasdaq Semiconductor ETF: $8,648,220 Holding
016255101 - Align Technology: $8,524,777 Holding

Largest Purchases this Quarter

SPDR Portfolio High Yield Bond ETF: 7,014,494 shares (about $166.94M)
iShares Broad USD High Yield Corporate Bond ETF: 4,445,406 shares (about $166.75M)
iShares Core MSCI EAFE ETF: 1,556,768 shares (about $129.96M)
iShares Short-Term National Muni Bond ETF: 542,622 shares (about $57.70M)
SPDR Nuveen ICE High Yield Municipal Bond ETF: 2,255,760 shares (about $55.90M)

Largest Sales this Quarter

Invesco Senior Loan ETF: 10,058,908 shares (about $210.43M)
iShares 0-5 Year High Yield Corporate Bond ETF: 4,811,024 shares (about $207.56M)
VanEck High Yield Muni ETF: 1,194,307 shares (about $59.97M)
SPDR Bloomberg Short Term High Yield Bond ETF: 1,517,395 shares (about $38.66M)
Health Care Select Sector SPDR Fund: 138,601 shares (about $18.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IEFA iShares Core MSCI EAFE ETF	$295,709,237	$129,959,009 ▲	78.4%	3,542,276	8.0%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$169,213,765	$38,663,222 ▼	-18.6%	6,641,043	4.6%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$166,944,965	$166,944,965 ▲	New Holding	7,014,494	4.5%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$166,747,189	$166,747,189 ▲	New Holding	4,445,406	4.5%	ETF
IVV iShares Core S&P 500 ETF	$153,061,646	$15,265,434 ▲	11.1%	246,516	4.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$151,570,380	$51,023,630 ▲	50.7%	2,524,911	4.1%	ETF
VB Vanguard Small-Cap ETF	$138,259,520	$1,714,076 ▲	1.3%	583,423	3.8%	ETF
XLK Technology Select Sector SPDR Fund	$132,536,724	$55,044,580 ▲	71.0%	523,385	3.6%	ETF
JHML John Hancock Multifactor Large Cap ETF	$120,023,940	$1,190,593 ▼	-1.0%	1,636,251	3.3%	ETF
AAPL Apple	$88,973,592	$811,652 ▼	-0.9%	433,658	2.4%	Computer and Technology
MSFT Microsoft	$82,157,112	$1,574,798 ▼	-1.9%	165,170	2.2%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$68,905,244	$923,590 ▼	-1.3%	634,896	1.9%	ETF
SUB iShares Short-Term National Muni Bond ETF	$58,232,868	$57,702,444 ▲	10,878.5%	547,610	1.6%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$56,350,207	$55,897,724 ▲	12,353.6%	2,274,020	1.5%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$55,491,063	$55,491,063 ▲	New Holding	1,089,770	1.5%	ETF
VUG Vanguard Growth ETF	$53,200,241	$407,712 ▼	-0.8%	121,351	1.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$39,453,539	$757,380 ▼	-1.9%	174,196	1.1%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$38,809,021	$677,265 ▼	-1.7%	263,076	1.1%	ETF
META Meta Platforms	$35,544,972	$1,400,158 ▼	-3.8%	48,158	1.0%	Computer and Technology
NVDA NVIDIA	$35,399,916	$1,546,408 ▼	-4.2%	224,064	1.0%	Computer and Technology
PRF Invesco RAFI US 1000 ETF	$33,449,393	$267,062 ▼	-0.8%	791,327	0.9%	ETF
AMZN Amazon.com	$32,144,171	$137,558 ▲	0.4%	146,516	0.9%	Retail/Wholesale
GOOGL Alphabet	$29,372,875	$775,410 ▼	-2.6%	166,674	0.8%	Computer and Technology
QCOM QUALCOMM	$28,766,470	$564,895 ▼	-1.9%	180,626	0.8%	Computer and Technology
RMIF LHA Risk-Managed Income ETF	$26,270,740	$411,586 ▼	-1.5%	1,054,694	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$25,831,793	$1,281,513 ▲	5.2%	319,029	0.7%	ETF
AMGN Amgen	$25,597,798	$40,486 ▲	0.2%	91,679	0.7%	Medical
JPM JPMorgan Chase & Co.	$25,307,267	$844,793 ▼	-3.2%	87,294	0.7%	Finance
ETN Eaton	$24,307,831	$332,358 ▲	1.4%	68,091	0.7%	Industrials
XLY Consumer Discretionary Select Sector SPDR Fund	$23,801,024	$2,005,731 ▲	9.2%	109,516	0.6%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$23,354,007	$2,249,038 ▲	10.7%	128,502	0.6%	ETF
RF Regions Financial	$23,011,022	$117,388 ▲	0.5%	978,360	0.6%	Finance
AVGO Broadcom	$21,001,353	$2,227,817 ▼	-9.6%	76,188	0.6%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$20,181,488	$674,996 ▲	3.5%	385,364	0.5%	ETF
ACN Accenture	$19,843,655	$75,918 ▼	-0.4%	66,391	0.5%	Computer and Technology
ABBV AbbVie	$19,541,633	$403,165 ▲	2.1%	105,278	0.5%	Medical
XLV Health Care Select Sector SPDR Fund	$19,462,815	$18,681,979 ▼	-49.0%	144,394	0.5%	ETF
KMB Kimberly-Clark	$19,132,542	$803,560 ▲	4.4%	148,406	0.5%	Consumer Staples
HPE Hewlett Packard Enterprise	$18,908,010	$8,053,620 ▼	-29.9%	924,597	0.5%	Computer and Technology
V Visa	$18,458,455	$214,807 ▼	-1.2%	51,988	0.5%	Business Services
BMY Bristol Myers Squibb	$18,416,834	$1,153,361 ▼	-5.9%	397,858	0.5%	Medical
EOG EOG Resources	$18,222,553	$230,249 ▲	1.3%	152,350	0.5%	Energy
AGG iShares Core U.S. Aggregate Bond ETF	$18,140,095	$4,865,260 ▲	36.7%	182,864	0.5%	Finance
MDT Medtronic	$17,941,761	$242,071 ▲	1.4%	205,825	0.5%	Medical
PAYX Paychex	$17,779,174	$53,529 ▼	-0.3%	122,227	0.5%	Computer and Technology
GILD Gilead Sciences	$17,436,883	$703,582 ▼	-3.9%	157,273	0.5%	Medical
AMD Advanced Micro Devices	$17,037,193	$1,111,075 ▼	-6.1%	120,065	0.5%	Computer and Technology
CRM Salesforce	$16,636,173	$302,411 ▼	-1.8%	61,008	0.5%	Computer and Technology
CSCO Cisco Systems	$16,472,971	$590,979 ▼	-3.5%	237,431	0.4%	Computer and Technology
JNJ Johnson & Johnson	$16,341,350	$541,346 ▲	3.4%	106,981	0.4%	Medical
AMERICAN CENTY ETF TR	$16,251,095	$6,034,558 ▲	59.1%	228,760	0.4%	AVANTIS US LARG
ADBE Adobe	$16,011,766	$147,788 ▲	0.9%	41,387	0.4%	Computer and Technology
ZM Zoom Communications	$15,582,871	$593,427 ▼	-3.7%	199,832	0.4%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$15,105,525	$9,345,054 ▼	-38.2%	178,110	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$14,036,434	$576,395 ▼	-3.9%	128,433	0.4%	ETF
BAC Bank of America	$13,499,575	$563,013 ▲	4.4%	285,283	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$13,467,752	$88,969 ▼	-0.7%	21,798	0.4%	Finance
AMAT Applied Materials	$13,364,426	$514,791 ▼	-3.7%	73,002	0.4%	Computer and Technology
LULU lululemon athletica	$13,271,359	$496,539 ▼	-3.6%	55,861	0.4%	Consumer Discretionary
TROW T. Rowe Price Group	$13,240,851	$7,006,666 ▼	-34.6%	137,211	0.4%	Finance
ASML ASML	$12,963,432	$1,234,956 ▼	-8.7%	16,176	0.4%	Computer and Technology
AXP American Express	$12,883,762	$83,253 ▲	0.7%	40,391	0.4%	Finance
GOOG Alphabet	$12,850,814	$202,224 ▲	1.6%	72,444	0.3%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$12,429,849	$1,467,735 ▲	13.4%	429,356	0.3%	ETF
UPS United Parcel Service	$12,404,710	$2,821,271 ▼	-18.5%	122,892	0.3%	Transportation
SCHX Schwab US Large-Cap ETF	$12,389,447	$1,940,072 ▲	18.6%	506,933	0.3%	ETF
INCY Incyte	$12,259,000	$287,245 ▼	-2.3%	180,015	0.3%	Medical
VZ Verizon Communications	$11,767,140	$141,926 ▲	1.2%	271,947	0.3%	Computer and Technology
DXCM DexCom	$11,701,574	$76,902 ▼	-0.7%	134,054	0.3%	Medical
CTSH Cognizant Technology Solutions	$11,648,414	$250,165 ▼	-2.1%	149,281	0.3%	Computer and Technology
VCR Vanguard Consumer Discretionary ETF	$10,977,485	$668,837 ▲	6.5%	30,298	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,877,773	$7,256 ▼	-0.1%	175,391	0.3%	ETF
PYPL PayPal	$10,433,811	$191,152 ▼	-1.8%	140,390	0.3%	Business Services
CVX Chevron	$10,233,499	$995,743 ▲	10.8%	71,468	0.3%	Energy
MU Micron Technology	$10,057,566	$10,823,688 ▼	-51.8%	81,603	0.3%	Computer and Technology
HSY Hershey	$9,924,234	$6,249,133 ▼	-38.6%	59,803	0.3%	Consumer Staples
XYL Xylem	$9,782,135	$4,399,690 ▼	-31.0%	75,619	0.3%	Business Services
JIRE JPMorgan International Research Enhanced Equity ETF	$9,554,241	$2,628,117 ▲	37.9%	135,004	0.3%	ETF
DIS Walt Disney	$9,484,786	$10,521,386 ▼	-52.6%	76,484	0.3%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$9,477,250	$1,318,473 ▼	-12.2%	43,919	0.3%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$8,996,300	$102,723 ▲	1.2%	222,186	0.2%	ETF
SLB Schlumberger	$8,987,527	$19,367 ▼	-0.2%	265,903	0.2%	Energy
BRK.B Berkshire Hathaway	$8,720,455	$18,459 ▼	-0.2%	17,952	0.2%	Finance
EFA iShares MSCI EAFE ETF	$8,707,278	$35,935 ▲	0.4%	97,408	0.2%	Finance
PEP PepsiCo	$8,685,842	$1,198,789 ▼	-12.1%	65,782	0.2%	Consumer Staples
XOM Exxon Mobil	$8,657,666	$296,559 ▲	3.5%	80,312	0.2%	Energy
NVO Novo Nordisk A/S	$8,652,067	$1,270,174 ▲	17.2%	125,356	0.2%	Medical
FTXL First Trust Nasdaq Semiconductor ETF	$8,648,220	$8,648,220 ▲	New Holding	90,142	0.2%	Manufacturing
ALGN Align Technology	$8,524,777	$8,524,777 ▲	New Holding	45,026	0.2%	Medical
RHI Robert Half	$8,338,852	$3,063,806 ▼	-26.9%	203,139	0.2%	Business Services
CLX Clorox	$8,270,267	$1,154,468 ▲	16.2%	68,879	0.2%	Consumer Staples
ABT Abbott Laboratories	$8,131,850	$110,711 ▲	1.4%	59,789	0.2%	Medical
LMT Lockheed Martin	$8,079,470	$446,467 ▲	5.8%	17,445	0.2%	Aerospace
FTEC Fidelity MSCI Information Technology Index ETF	$7,907,805	$7,907,805 ▲	New Holding	40,096	0.2%	ETF
KCE SPDR S&P Capital Markets ETF	$7,793,632	$7,793,632 ▲	New Holding	53,775	0.2%	ETF
GSK GSK	$7,735,742	$1,733,488 ▲	28.9%	201,452	0.2%	Medical
MKC McCormick & Company, Incorporated	$7,326,202	$267,645 ▲	3.8%	96,626	0.2%	Consumer Staples
NKE NIKE	$7,222,404	$3,457,152 ▼	-32.4%	101,667	0.2%	Consumer Discretionary
GNRC Generac	$7,191,863	$107,551 ▲	1.5%	50,219	0.2%	Industrials
CMCSA Comcast	$7,068,211	$636,530 ▼	-8.3%	198,045	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Grimes & Company, Inc. Top Holdings and 13F Report (2025)

About Grimes & Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Grimes & Company, Inc. Top Holdings and 13F Report (2025)

About Grimes & Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGrimes & Company, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools