Grimes & Company, Inc. Top Holdings and 13F Report (2025) About Grimes & Company, Inc.Investment ActivityGrimes & Company, Inc. has $3.47 billion in total holdings as of December 31, 2024.Grimes & Company, Inc. owns shares of 380 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 9.99% of the portfolio was sold this quarter.This quarter, Grimes & Company, Inc. has purchased 366 new stocks and bought additional shares in 198 stocks.Grimes & Company, Inc. sold shares of 123 stocks and completely divested from 24 stocks this quarter.Largest Holdings Invesco Senior Loan ETF $206,336,177SPDR Bloomberg Short Term High Yield Bond ETF $198,187,046iShares 0-5 Year High Yield Corporate Bond ETF $197,600,935Vanguard Small-Cap ETF $168,706,452iShares Core MSCI Emerging Markets ETF $147,653,845 Largest New Holdings this Quarter Constellation Brands $6,099,493 HoldingGSK $4,730,566 HoldingVanguard Consumer Staples ETF $3,501,807 HoldingiShares Biotechnology ETF $3,461,506 HoldingiShares U.S. Consumer Staples ETF $3,232,853 Holding Largest Purchases this Quarter Consumer Staples Select Sector SPDR Fund 231,134 shares (about $18.17M)iShares 0-5 Year High Yield Corporate Bond ETF 237,086 shares (about $10.10M)SPDR Bloomberg Short Term High Yield Bond ETF 379,464 shares (about $9.58M)Materials Select Sector SPDR Fund 113,871 shares (about $9.58M)Schwab US Large-Cap ETF 369,730 shares (about $8.57M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 3,315,535 shares (about $233.02M)Health Care Select Sector SPDR Fund 157,516 shares (about $21.67M)Apple 49,345 shares (about $12.36M)CVS Health 260,312 shares (about $11.69M)Industrial Select Sector SPDR Fund 80,238 shares (about $10.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrimes & Company, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKLNInvesco Senior Loan ETF$206,336,177$6,233,960 ▲3.1%9,792,8895.9%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$198,187,046$9,581,466 ▲5.1%7,848,9925.7%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$197,600,935$10,102,234 ▲5.4%4,637,4315.7%ETFVBVanguard Small-Cap ETF$168,706,452$6,567,096 ▲4.1%702,1244.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$147,653,845$3,211,165 ▲2.2%2,827,5344.3%ETFIVViShares Core S&P 500 ETF$141,504,686$775,881 ▲0.6%240,3764.1%ETFJHMLJohn Hancock Multifactor Large Cap ETF$117,464,129$1,569,076 ▼-1.3%1,686,4913.4%ETFAAPLApple$109,756,207$12,356,961 ▼-10.1%438,2893.2%Computer and TechnologyIWMiShares Russell 2000 ETF$100,086,700$1,849,435 ▼-1.8%452,9632.9%FinanceXLKTechnology Select Sector SPDR Fund$89,652,629$3,959,113 ▲4.6%385,5702.6%ETFXLCCommunication Services Select Sector SPDR Fund$75,952,738$2,118,880 ▲2.9%784,5552.2%ETFMSFTMicrosoft$71,049,348$171,972 ▲0.2%168,5632.0%Computer and TechnologyHYDVanEck High Yield Muni ETF$61,732,484$2,625,505 ▲4.4%1,189,2211.8%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$61,692,583$2,512,058 ▲4.2%2,411,7511.8%ETFVUGVanguard Growth ETF$50,683,490$879,982 ▼-1.7%123,4861.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$43,743,718$550,106 ▲1.3%194,9801.3%FinanceIEFAiShares Core MSCI EAFE ETF$35,827,102$233,015,634 ▼-86.7%509,7771.0%ETFTSMTaiwan Semiconductor Manufacturing$35,184,640$164,707 ▼-0.5%178,1591.0%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$33,074,685$18,169,443 ▲121.9%420,7441.0%ETFCSCOCisco Systems$32,827,688$316,483 ▲1.0%554,5220.9%Computer and TechnologyGOOGLAlphabet$32,735,985$108,847 ▼-0.3%172,9320.9%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$32,707,955$706,797 ▼-2.1%810,8070.9%ETFRSPInvesco S&P 500 Equal Weight ETF$31,781,707$539,009 ▲1.7%181,3710.9%ETFAMZNAmazon.com$31,115,410$945,132 ▲3.1%141,8270.9%Retail/WholesaleMETAMeta Platforms$29,691,525$139,350 ▼-0.5%50,7110.9%Computer and TechnologyHPEHewlett Packard Enterprise$27,739,541$80,767 ▲0.3%1,299,2760.8%Computer and TechnologyRMIFLHA Risk-Managed Income ETF$27,444,070$679,036 ▼-2.4%1,091,7230.8%ETFQCOMQUALCOMM$25,952,569$502,952 ▲2.0%168,9400.7%Computer and TechnologyBMYBristol-Myers Squibb$24,660,226$537,716 ▼-2.1%436,0010.7%MedicalPAYXPaychex$24,255,050$154,101 ▲0.6%172,9790.7%Business ServicesAMGNAmgen$24,047,675$198,086 ▲0.8%92,2640.7%MedicalACNAccenture$23,043,335$270,175 ▲1.2%65,5030.7%Computer and TechnologyDOCUDocuSign$22,900,468$1,406,034 ▼-5.8%254,6190.7%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$22,803,855$8,251,957 ▼-26.6%266,2140.7%ETFRFRegions Financial$22,647,407$384,434 ▲1.7%962,9000.7%FinanceLULULululemon Athletica$22,455,176$281,455 ▼-1.2%58,7200.6%Consumer DiscretionaryTROWT. Rowe Price Group$21,611,334$542,265 ▲2.6%191,0990.6%FinanceJPMJPMorgan Chase & Co.$21,457,253$11,027 ▼-0.1%89,5130.6%FinanceCRMSalesforce$20,738,825$188,228 ▼-0.9%62,0310.6%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$19,875,089$10,572,167 ▼-34.7%150,8430.6%ETFAVGOBroadcom$19,325,639$172,952 ▼-0.9%83,3580.6%Computer and TechnologyKMBKimberly-Clark$18,416,519$456,413 ▲2.5%140,5410.5%Consumer StaplesDISWalt Disney$18,235,563$85,962 ▼-0.5%163,7680.5%Consumer DiscretionaryABBVAbbVie$18,170,551$114,617 ▲0.6%102,2540.5%MedicalEOGEOG Resources$18,135,507$406,967 ▲2.3%147,9480.5%Oils/EnergyRHIRobert Half$18,100,388$345,536 ▼-1.9%256,8890.5%Business ServicesVVisa$17,686,224$15,486 ▼-0.1%55,9620.5%Business ServicesZMZoom Video Communications$17,239,862$429,105 ▼-2.4%211,2470.5%Computer and TechnologyGILDGilead Sciences$16,573,858$141,788 ▲0.9%179,4290.5%MedicalUPSUnited Parcel Service$16,195,358$1,671,451 ▼-9.4%128,4330.5%TransportationIJRiShares Core S&P Small-Cap ETF$15,693,575$174,328 ▼-1.1%136,2050.5%ETFVCRVanguard Consumer Discretionary ETF$15,574,825$1,066,075 ▲7.3%41,4910.4%ETFMDTMedtronic$15,307,477$258,252 ▼-1.7%191,6310.4%MedicalAMDAdvanced Micro Devices$15,122,281$197,733 ▼-1.3%125,1950.4%Computer and TechnologyJNJJohnson & Johnson$14,810,458$241,083 ▲1.7%102,4090.4%MedicalXLBMaterials Select Sector SPDR Fund$13,920,001$9,581,081 ▲220.8%165,4390.4%ETFGOOGAlphabet$13,554,373$59,227 ▼-0.4%71,1740.4%Computer and TechnologyETNEaton$13,031,066$126,109 ▲1.0%39,2660.4%Industrial ProductsSPYSPDR S&P 500 ETF Trust$13,026,946$31,649 ▲0.2%22,2270.4%FinanceHSYHershey$12,719,602$2,730,443 ▼-17.7%75,1080.4%Consumer StaplesINCYIncyte$12,697,168$6,424 ▼-0.1%183,8300.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$12,694,345$3,551,471 ▲38.8%131,0050.4%FinanceAAgilent Technologies$12,545,500$6,180 ▲0.0%93,3860.4%Computer and TechnologyNVDANVIDIA$12,469,368$1,165,357 ▼-8.5%106,4440.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$12,369,956$8,570,338 ▲225.6%533,6480.4%ETFBACBank of America$12,257,873$19,865 ▲0.2%278,9050.4%FinanceAMATApplied Materials$12,185,967$90,584 ▲0.7%74,9310.4%Computer and TechnologyPYPLPayPal$12,066,168$41,480 ▲0.3%141,3730.3%Computer and TechnologyFFIVF5$11,910,931$5,029 ▲0.0%47,3650.3%Computer and TechnologyAXPAmerican Express$11,906,567$171,841 ▼-1.4%40,1180.3%FinanceCTSHCognizant Technology Solutions$11,633,193$32,759 ▲0.3%151,2770.3%Computer and TechnologyGGGGraco$11,606,491$329,490 ▲2.9%137,6970.3%Industrial ProductsUNHUnitedHealth Group$11,545,358$118,372 ▲1.0%22,8230.3%MedicalPEPPepsiCo$11,050,707$154,950 ▲1.4%72,6730.3%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$10,595,768$453,244 ▲4.5%170,0490.3%ETFVZVerizon Communications$10,036,313$394,741 ▼-3.8%250,9710.3%Computer and TechnologyCVXChevron$8,995,085$363,691 ▲4.2%62,1040.3%Oils/EnergyNVONovo Nordisk A/S$8,918,532$194,491 ▼-2.1%103,6800.3%MedicalSLBSchlumberger$8,685,395$446,163 ▼-4.9%226,5360.3%Oils/EnergyXOMExxon Mobil$8,350,344$760,736 ▲10.0%77,6270.2%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$8,168,244$21,669,543 ▼-72.6%59,3750.2%ETFBRK.BBerkshire Hathaway$8,006,558$397,064 ▲5.2%17,6640.2%FinanceDFAEDimensional Emerging Core Equity Market ETF$7,916,902$1,443,019 ▲22.3%312,0580.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,868,237$361,778 ▼-4.4%230,5370.2%ETFNKENIKE$7,782,292$3,302,470 ▼-29.8%102,8450.2%Consumer DiscretionaryLMTLockheed Martin$7,764,188$344,038 ▲4.6%15,9780.2%AerospaceALBAlbemarle$7,718,667$2,185,732 ▼-22.1%89,6690.2%Basic MaterialsNXPINXP Semiconductors$7,641,846$410,921 ▲5.7%36,7660.2%Computer and TechnologyTMOThermo Fisher Scientific$7,486,197$6,242,833 ▲502.1%14,3900.2%MedicalEFAiShares MSCI EAFE ETF$7,459,599$294,803 ▼-3.8%98,6590.2%FinanceCMCSAComcast$7,288,783$106,773 ▼-1.4%194,2120.2%Consumer DiscretionaryADBEAdobe$6,818,369$249,913 ▼-3.5%15,3330.2%Computer and TechnologyABTAbbott Laboratories$6,574,352$20,247 ▲0.3%58,1240.2%MedicalMKCMcCormick & Company, Incorporated$6,445,100$219,342 ▲3.5%84,5370.2%Consumer StaplesMAMastercard$6,174,340$31,593 ▲0.5%11,7260.2%Business ServicesSTZConstellation Brands$6,099,493$6,099,493 ▲New Holding27,6000.2%Consumer StaplesPGProcter & Gamble$5,557,817$81,311 ▲1.5%33,1510.2%Consumer StaplesSCHFSchwab International Equity ETF$5,489,321$2,205,385 ▲67.2%296,7200.2%ETFVOOVanguard S&P 500 ETF$5,134,345$35,023 ▼-0.7%9,5290.1%ETFRTXRTX$5,050,434$110,743 ▼-2.1%43,6440.1%AerospaceShowing largest 100 holdings. 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