Grimes & Company, Inc. Top Holdings and 13F Report (2025) About Grimes & Company, Inc.Investment ActivityGrimes & Company, Inc. has $3.23 billion in total holdings as of March 31, 2025.Grimes & Company, Inc. owns shares of 368 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 10.98% of the portfolio was purchased this quarter.About 14.60% of the portfolio was sold this quarter.This quarter, Grimes & Company, Inc. has purchased 380 new stocks and bought additional shares in 177 stocks.Grimes & Company, Inc. sold shares of 155 stocks and completely divested from 37 stocks this quarter.Largest Holdings Invesco Senior Loan ETF $211,722,327SPDR Bloomberg Short Term High Yield Bond ETF $205,266,304iShares 0-5 Year High Yield Corporate Bond ETF $204,991,401iShares Core MSCI EAFE ETF $150,203,681Vanguard Small-Cap ETF $127,770,073 Largest New Holdings this Quarter 81369Y605 - Financial Select Sector SPDR Fund $18,552,965 Holding98419M100 - Xylem $13,096,361 HoldingN07059210 - ASML $11,739,852 Holding252131107 - DexCom $9,214,711 Holding189054109 - Clorox $8,726,673 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 1,475,731 shares (about $111.64M)Health Care Select Sector SPDR Fund 223,620 shares (about $32.65M)Financial Select Sector SPDR Fund 372,475 shares (about $18.55M)Industrial Select Sector SPDR Fund 116,824 shares (about $15.31M)Micron Technology 166,305 shares (about $14.45M) Largest Sales this Quarter iShares Russell 2000 ETF 402,934 shares (about $80.38M)iShares Core MSCI Emerging Markets ETF 1,152,592 shares (about $62.21M)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 2,393,491 shares (about $60.36M)Vanguard Small-Cap ETF 125,934 shares (about $27.93M)DocuSign 243,644 shares (about $19.83M) 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$211,722,327$9,009,530 ▲4.4%10,228,1326.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$205,266,304$7,785,662 ▲3.9%8,158,4386.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$204,991,401$7,807,821 ▲4.0%4,821,0586.3%ETFIEFAiShares Core MSCI EAFE ETF$150,203,681$111,639,051 ▲289.5%1,985,5084.6%ETFVBVanguard Small-Cap ETF$127,770,073$27,925,851 ▼-17.9%576,1903.9%ETFIVViShares Core S&P 500 ETF$124,702,384$10,364,801 ▼-7.7%221,9303.9%ETFJHMLJohn Hancock Multifactor Large Cap ETF$111,410,370$2,292,887 ▼-2.0%1,652,4823.4%ETFAAPLApple$97,207,195$149,938 ▼-0.2%437,6143.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$90,396,597$62,205,375 ▼-40.8%1,674,9422.8%ETFMSFTMicrosoft$63,191,483$85,213 ▼-0.1%168,3362.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$63,186,011$16,426,525 ▼-20.6%306,0152.0%ETFXLCCommunication Services Select Sector SPDR Fund$62,056,550$13,613,830 ▼-18.0%643,4061.9%ETFHYDVanEck High Yield Muni ETF$61,427,473$563,134 ▲0.9%1,200,2241.9%ETFVUGVanguard Growth ETF$45,344,086$446,837 ▼-1.0%122,2811.4%ETFXLVHealth Care Select Sector SPDR Fund$41,320,117$32,650,770 ▲376.6%282,9951.3%ETFXLIIndustrial Select Sector SPDR Fund$35,083,136$15,312,131 ▲77.4%267,6671.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$32,232,818$531,876 ▼-1.6%797,6451.0%ETFTSMTaiwan Semiconductor Manufacturing$29,471,616$102,754 ▼-0.3%177,5400.9%Computer and TechnologyMETAMeta Platforms$28,849,616$378,091 ▼-1.3%50,0550.9%Computer and TechnologyAMGNAmgen$28,517,544$227,433 ▼-0.8%91,5340.9%MedicalQCOMQUALCOMM$28,290,824$2,339,942 ▲9.0%184,1730.9%Computer and TechnologyAMZNAmazon.com$27,756,864$772,837 ▲2.9%145,8890.9%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$26,941,420$2,063,748 ▲8.3%288,2980.8%ETFRMIFLHA Risk-Managed Income ETF$26,685,431$510,806 ▼-1.9%1,071,2180.8%ETFGOOGLAlphabet$26,454,948$287,322 ▼-1.1%171,0740.8%Computer and TechnologyBMYBristol-Myers Squibb$25,784,968$806,714 ▼-3.0%422,7740.8%MedicalNVDANVIDIA$25,344,827$13,808,450 ▲119.7%233,8520.8%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$24,762,530$9,599,664 ▼-27.9%303,2020.8%ETFJPMJPMorgan Chase & Co.$22,128,067$170,484 ▲0.8%90,2080.7%FinanceABBVAbbVie$21,602,810$178,511 ▲0.8%103,1060.7%MedicalRFRegions Financial$21,151,311$227,491 ▲1.1%973,3690.7%FinanceACNAccenture$20,795,800$356,348 ▲1.7%66,6450.6%Computer and TechnologyHPEHewlett Packard Enterprise$20,343,178$295,346 ▲1.5%1,318,4170.6%Computer and TechnologyKMBKimberly-Clark$20,219,800$232,103 ▲1.2%142,1730.6%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$20,116,656$11,302,205 ▼-36.0%116,1270.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$19,802,734$18,698,139 ▼-48.6%100,2870.6%FinanceEOGEOG Resources$19,290,499$317,650 ▲1.7%150,4250.6%EnergyTROWT. Rowe Price Group$19,276,076$1,719,807 ▲9.8%209,8190.6%FinancePAYXPaychex$18,913,997$7,773,260 ▼-29.1%122,5950.6%Business ServicesXLFFinancial Select Sector SPDR Fund$18,552,965$18,552,965 ▲New Holding372,4750.6%ETFVVisa$18,431,813$1,180,704 ▼-6.0%52,5930.6%Business ServicesGILDGilead Sciences$18,333,506$1,771,510 ▼-8.8%163,6190.6%MedicalETNEaton$18,256,047$7,582,403 ▲71.0%67,1600.6%IndustrialsMDTMedtronic$18,245,878$1,025,931 ▲6.0%203,0480.6%MedicalJNJJohnson & Johnson$17,154,028$170,484 ▲1.0%103,4370.5%MedicalCRMSalesforce$16,669,744$23,079 ▲0.1%62,1170.5%Computer and TechnologyHSYHershey$16,668,516$3,822,847 ▲29.8%97,4600.5%Consumer StaplesUPSUnited Parcel Service$16,591,098$2,464,764 ▲17.4%150,8420.5%TransportationLULULululemon Athletica$16,403,692$217,674 ▼-1.3%57,9510.5%Consumer DiscretionaryDISWalt Disney$15,922,951$240,926 ▼-1.5%161,3270.5%Consumer DiscretionaryADBEAdobe$15,726,506$9,845,893 ▲167.4%41,0050.5%Computer and TechnologyZMZoom Video Communications$15,303,017$280,695 ▼-1.8%207,4420.5%Computer and TechnologyCSCOCisco Systems$15,177,493$19,042,015 ▼-55.6%245,9490.5%Computer and TechnologyRHIRobert Half$15,152,607$1,139,330 ▲8.1%277,7750.5%Business ServicesMUMicron Technology$14,721,061$14,450,225 ▲5,335.4%169,4220.5%Computer and TechnologyAVGOBroadcom$14,109,308$152,696 ▲1.1%84,2700.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$13,981,770$261,216 ▼-1.8%133,7070.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$13,237,336$278,360 ▲2.1%133,8190.4%FinanceAMDAdvanced Micro Devices$13,139,976$277,399 ▲2.2%127,8950.4%Computer and TechnologyXYLXylem$13,096,361$13,096,361 ▲New Holding109,6300.4%Business ServicesSPYSPDR S&P 500 ETF Trust$12,274,202$159,427 ▼-1.3%21,9420.4%FinanceVZVerizon Communications$12,186,756$802,692 ▲7.1%268,6670.4%Computer and TechnologyUNHUnitedHealth Group$12,048,695$95,321 ▲0.8%23,0050.4%MedicalASMLASML$11,739,852$11,739,852 ▲New Holding17,7170.4%Computer and TechnologyCTSHCognizant Technology Solutions$11,665,255$92,565 ▲0.8%152,4870.4%Computer and TechnologyBACBank of America$11,408,362$230,350 ▼-2.0%273,3850.4%FinancePEPPepsiCo$11,224,706$328,070 ▲3.0%74,8610.3%Consumer StaplesINCYIncyte$11,155,285$24,402 ▲0.2%184,2330.3%MedicalGOOGAlphabet$11,139,863$20,310 ▲0.2%71,3040.3%Computer and TechnologySLBSchlumberger$11,138,702$1,669,493 ▲17.6%266,4760.3%EnergyAMATApplied Materials$11,002,165$128,141 ▲1.2%75,8140.3%Computer and TechnologyAXPAmerican Express$10,797,028$3,229 ▲0.0%40,1300.3%FinanceCVXChevron$10,792,583$403,170 ▲3.9%64,5140.3%EnergyIJHiShares Core S&P Mid-Cap ETF$10,240,864$318,532 ▲3.2%175,5080.3%ETFIWMiShares Russell 2000 ETF$9,980,356$80,381,874 ▼-89.0%50,0290.3%FinanceDFAEDimensional Emerging Core Equity Market ETF$9,803,419$1,724,246 ▲21.3%378,6570.3%ETFBRK.BBerkshire Hathaway$9,580,933$173,618 ▲1.8%17,9900.3%FinanceNKENIKE$9,543,050$3,014,467 ▲46.2%150,3320.3%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$9,440,342$2,342,598 ▼-19.9%427,5520.3%ETFPYPLPayPal$9,328,299$103,683 ▲1.1%142,9620.3%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$9,261,399$4,244,320 ▼-31.4%28,4520.3%ETFAMERICAN CENTY ETF TR$9,232,883$4,866,501 ▲111.5%143,8140.3%AVANTIS US LARGXOMExxon Mobil$9,224,353$7,849 ▼-0.1%77,5610.3%EnergyDXCMDexCom$9,214,711$9,214,711 ▲New Holding134,9350.3%MedicalCLXClorox$8,726,673$8,726,673 ▲New Holding59,2640.3%Consumer StaplesBIIBBiogen$8,119,325$4,614,416 ▲131.7%59,3340.3%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$7,997,430$396,433 ▼-4.7%219,6490.2%ETFCMCSAComcast$7,965,989$799,551 ▲11.2%215,8800.2%Consumer DiscretionaryTMOThermo Fisher Scientific$7,961,007$800,629 ▲11.2%15,9990.2%MedicalEFAiShares MSCI EAFE ETF$7,928,291$135,100 ▼-1.7%97,0060.2%FinanceABTAbbott Laboratories$7,823,018$112,885 ▲1.5%58,9750.2%MedicalMKCMcCormick & Company, Incorporated$7,662,698$704,488 ▲10.1%93,0960.2%Consumer StaplesNVONovo Nordisk A/S$7,426,833$227,278 ▲3.2%106,9530.2%MedicalLMTLockheed Martin$7,362,263$224,696 ▲3.1%16,4810.2%AerospaceLEALear$6,962,047$2,824,712 ▲68.3%78,9170.2%Auto/Tires/TrucksMAMastercard$6,411,241$15,895 ▼-0.2%11,6970.2%Business ServicesGNRCGenerac$6,265,122$6,265,122 ▲New Holding49,4680.2%IndustrialsJIREJPMorgan International Research Enhanced Equity ETF$6,236,129$3,175,349 ▲103.7%97,8680.2%ETFGSKGSK$6,055,422$636,654 ▲11.7%156,3090.2%MedicalSCHFSchwab International Equity ETF$5,881,373$12,244 ▲0.2%297,3390.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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