Grimes & Company, Inc. Top Holdings and 13F Report (2026) About Grimes & Company, Inc.Investment ActivityGrimes & Company, Inc. has $4.26 billion in total holdings as of September 30, 2026.Grimes & Company, Inc. owns shares of 462 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 6.58% of the portfolio was purchased this quarter.About 15.28% of the portfolio was sold this quarter.This quarter, Grimes & Company, Inc. has purchased 449 new stocks and bought additional shares in 238 stocks.Grimes & Company, Inc. sold shares of 168 stocks and completely divested from 22 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $357,735,955Vanguard Small-Cap ETF $328,120,683iShares Core MSCI Emerging Markets ETF $202,480,984iShares Core S&P 500 ETF $196,965,595Technology Select Sector SPDR Fund $186,761,367 Largest New Holdings this Quarter 31423L602 - FEDERATED HERMES ETF TRUST $44,422,801 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $20,056,360 Holding33739H101 - First Trust Global Tactical Commodity Strategy Fund $15,803,319 Holding52110K608 - LAZARD ACTIVE ETF TR $12,965,168 HoldingG2004J103 - CARNIVAL CORP LTD $10,994,477 Holding Largest Purchases this Quarter FEDERATED HERMES ETF TRUST 1,327,639 shares (about $44.42M)EXXONMOBIL HOLDINGS CORP 123,234 shares (about $20.06M)First Trust Global Tactical Commodity Strategy Fund 516,617 shares (about $15.80M)LAZARD ACTIVE ETF TR 513,472 shares (about $12.97M)American Express 41,781 shares (about $12.71M) Largest Sales this Quarter iShares iBoxx $ High Yield Corporate Bond ETF 2,107,912 shares (about $162.75M)SPDR Bloomberg High Yield Bond ETF 1,628,888 shares (about $151.08M)Hewlett Packard Enterprise 330,590 shares (about $21.12M)John Hancock Multifactor Large Cap ETF 202,705 shares (about $18.07M)ISHARES TR 153,917 shares (about $15.50M) 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 PortfolioSectorIEFAiShares Core MSCI EAFE ETF$357,735,955$1,498,152 ▲0.4%3,692,5688.4%ETFVBVanguard Small-Cap ETF$328,120,683$7,113,670 ▼-2.1%1,153,3657.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$202,480,984$2,303,808 ▼-1.1%2,494,8374.7%ETFIVViShares Core S&P 500 ETF$196,965,595$1,229,953 ▼-0.6%257,1864.6%ETFXLKTechnology Select Sector SPDR Fund$186,761,367$5,637,405 ▲3.1%954,0814.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$168,546,371$3,193,773 ▲1.9%6,950,3664.0%ETFAAPLApple$144,799,692$2,928,910 ▲2.1%434,8083.4%TechnologyJHMLJohn Hancock Multifactor Large Cap ETF$116,984,380$18,067,098 ▼-13.4%1,312,5142.7%ETFMSFTMicrosoft$92,398,213$1,378,167 ▲1.5%180,1482.2%TechnologyNVDANVIDIA$79,830,552$1,340,135 ▲1.7%349,5511.9%TechnologyVUGVanguard Growth ETF$59,068,441$4,313,925 ▼-6.8%655,5151.4%ETFXLVHealth Care Select Sector SPDR Fund$52,305,695$4,959,295 ▼-8.7%310,5671.2%ETFTSMTaiwan Semiconductor Manufacturing$51,163,367$10,335,863 ▼-16.8%112,1541.2%TechnologyAMERICAN CENTY ETF TR$48,898,697$4,355,526 ▲9.8%541,6941.1%AVANTIS US LARGGOOGLAlphabet$44,926,838$774,179 ▼-1.7%130,5711.1%Communication ServicesAMZNAmazon.com$44,456,339$818,458 ▲1.9%178,4321.0%Consumer DiscretionaryFEDERATED HERMES ETF TRUST$44,422,801$44,422,801 ▲New Holding1,327,6391.0%MDT SMALL CAPXLIIndustrial Select Sector SPDR Fund$42,667,823$13,409,692 ▼-23.9%255,5261.0%ETFAMDAdvanced Micro Devices$42,622,383$12,350,165 ▼-22.5%69,6721.0%TechnologyGOOGAlphabet$41,789,453$6,539,441 ▲18.6%122,6441.0%Communication ServicesRSPInvesco S&P 500 Equal Weight ETF$40,005,572$102,970 ▼-0.3%192,3160.9%ETFPRFInvesco RAFI US 1000 ETF$37,464,309$3,138,051 ▼-7.7%688,3030.9%ETFXLEEnergy Select Sector SPDR Fund$34,806,268$9,589,090 ▲38.0%565,9550.8%ETFXLCCommunication Services Select Sector SPDR Fund$34,656,294$8,679,859 ▼-20.0%312,3030.8%ETFJIREJPMorgan International Research Enhanced Equity ETF$34,173,000$4,165,762 ▲13.9%415,9320.8%ETFAMGNAmgen$33,948,961$17,282 ▼-0.1%80,5410.8%HealthcareXLFFinancial Select Sector SPDR Fund$33,308,397$171,094 ▼-0.5%623,7520.8%ETFJPMJPMorgan Chase & Co.$33,234,796$2,462,033 ▲8.0%100,4590.8%FinanceMETAMeta Platforms$32,494,429$746,207 ▲2.4%44,8090.8%Communication ServicesJNJJohnson & Johnson$32,210,510$345,487 ▲1.1%121,6680.8%HealthcareAMATApplied Materials$29,450,622$2,673,517 ▼-8.3%57,5900.7%TechnologyQCOMQualcomm$27,515,417$1,518,144 ▼-5.2%149,5080.6%TechnologyABBVAbbVie$27,370,502$260,806 ▲1.0%104,6310.6%HealthcareDFAEDimensional Emerging Core Equity Market ETF$27,064,664$1,727,242 ▲6.8%688,4930.6%ETFXLPConsumer Staples Select Sector SPDR Fund$25,205,824$7,361,206 ▼-22.6%312,7270.6%ETFAXPAmerican Express$24,922,950$12,705,669 ▲104.0%81,9560.6%FinanceETNEaton$24,749,280$713,752 ▼-2.8%57,5950.6%IndustrialsAVGOBroadcom$24,251,486$706,596 ▲3.0%69,0550.6%TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$24,117,569$5,855,057 ▼-19.5%221,5870.6%ETFPFEPfizer$23,884,217$923,107 ▲4.0%837,4550.6%HealthcareBMYBristol Myers Squibb$23,074,071$70,637 ▼-0.3%369,7770.5%HealthcareHPEHewlett Packard Enterprise$22,618,063$21,121,377 ▼-48.3%354,0160.5%TechnologyCSCOCisco Systems$21,591,322$3,724,642 ▼-14.7%200,6070.5%TechnologyRFRegions Financial$21,195,547$1,265,268 ▼-5.6%788,5250.5%FinanceGILDGilead Sciences$20,129,873$433,588 ▼-2.1%135,0540.5%HealthcareFTXLFirst Trust Nasdaq Semiconductor ETF$20,064,637$586,041 ▼-2.8%79,2600.5%ETFEXXONMOBIL HOLDINGS CORP$20,056,360$20,056,360 ▲New Holding123,2340.5%COM SHSMDTMedtronic$18,663,543$3,167,614 ▲20.4%216,2890.4%HealthcareASMLASML$18,418,597$1,690,228 ▼-8.4%10,1670.4%TechnologyVVisa$18,396,279$205,178 ▲1.1%51,1960.4%FinanceMUMicron Technology$18,279,861$11,121,083 ▼-37.8%17,1620.4%TechnologyACNAccenture$17,900,887$5,477,427 ▲44.1%97,6220.4%TechnologyEOGEOG Resources$17,675,622$901,366 ▼-4.9%128,3070.4%EnergyCRMSalesforce$16,807,058$147,843 ▲0.9%73,2110.4%TechnologyBACBank of America$16,392,763$956,064 ▲6.2%301,1710.4%FinanceSPYSPDR S&P 500 ETF Trust$16,280,789$210,488 ▲1.3%21,3480.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$16,212,344$757,453 ▲4.9%171,4870.4%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$15,803,319$15,803,319 ▲New Holding516,6170.4%ETFINCYIncyte$15,050,715$1,264,592 ▼-7.8%124,0270.4%HealthcareSCHWCharles Schwab$14,686,278$3,667,122 ▲33.3%150,2580.3%FinanceKIMBERLY-CLARK CORP$14,621,491$974,591 ▲7.1%150,0720.3%COMCVXChevron$14,309,255$27,977 ▼-0.2%70,0710.3%EnergyHSYHershey$13,922,258$3,285,050 ▲30.9%88,3340.3%Consumer StaplesABTAbbott Laboratories$13,379,953$2,751,813 ▲25.9%135,3840.3%HealthcareDISWalt Disney$13,012,438$1,183,578 ▲10.0%124,0470.3%Communication ServicesIJRiShares Core S&P Small-Cap ETF$12,965,535$3,778,366 ▼-22.6%95,3070.3%ETFLAZARD ACTIVE ETF TR$12,965,168$12,965,168 ▲New Holding513,4720.3%LISTE INFRA ETFSCHXSchwab US Large-Cap ETF$12,958,265$932,130 ▼-6.7%431,9420.3%ETFBRK.BBerkshire Hathaway$12,856,851$682,180 ▲5.6%25,8200.3%FinanceNOWServiceNow$12,782,086$8,572,314 ▲203.6%95,3820.3%TechnologyIJHiShares Core S&P Mid-Cap ETF$12,516,762$460,839 ▼-3.6%173,9650.3%ETFVZVerizon Communications$12,213,997$90,272 ▲0.7%266,2740.3%Communication ServicesADPAutomatic Data Processing$12,128,557$4,016,444 ▲49.5%46,9990.3%IndustrialsIWMiShares Russell 2000 ETF$11,827,940$439,904 ▼-3.6%42,5630.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,127,518$198,932 ▼-1.8%221,6200.3%ETFCARNIVAL CORP LTD$10,994,477$10,994,477 ▲New Holding448,0230.3%COMMON SHARESSLBSLB$10,776,010$120,192 ▼-1.1%221,1820.3%EnergyTEAMAtlassian$10,651,060$779,014 ▲7.9%59,4070.2%TechnologyPEPPepsiCo$10,585,303$1,115,009 ▲11.8%83,5330.2%Consumer StaplesEFAiShares MSCI EAFE ETF$10,512,973$173,081 ▲1.7%101,1930.2%ETFFTECFidelity MSCI Information Technology Index ETF$10,464,814$670,929 ▼-6.0%34,8760.2%ETFIGViShares Expanded Tech-Software Sector ETF$10,014,087$2,241,183 ▲28.8%94,0470.2%ETFLLYEli Lilly and Company$10,003,654$479,009 ▲5.0%8,6460.2%HealthcareKLACKLA$9,712,320$2,687,676 ▼-21.7%49,8250.2%TechnologyVOOVanguard S&P 500 ETF$9,331,671$1,099,616 ▲13.4%13,3150.2%ETFTMOThermo Fisher Scientific$9,138,244$275,423 ▲3.1%13,5370.2%HealthcareLMTLockheed Martin$9,056,194$308,103 ▲3.5%17,7830.2%IndustrialsGSKGSK$9,002,342$199,520 ▲2.3%186,8870.2%HealthcareRTXRTX$8,449,476$36,759 ▼-0.4%45,5130.2%IndustrialsINTCIntel$8,386,597$221,823 ▲2.7%69,7550.2%TechnologyEXPEExpedia Group$8,358,729$5,665,364 ▲210.3%31,7390.2%Consumer DiscretionaryTROWT. Rowe Price Group$8,353,035$836,667 ▼-9.1%80,2790.2%FinanceABNBAirbnb$8,071,851$3,819,129 ▲89.8%50,2450.2%Consumer DiscretionaryCTSHCognizant Technology Solutions$7,594,417$564,979 ▲8.0%132,2150.2%TechnologyCRWDCrowdStrike$7,416,962$5,553,124 ▲297.9%28,0150.2%TechnologySCHFSchwab International Equity ETF$7,413,269$415,483 ▼-5.3%269,8680.2%ETFAMEAMETEK$7,405,771$132,286 ▼-1.8%29,8950.2%TechnologyBIIBBiogen$7,277,543$374,505 ▼-4.9%32,2190.2%HealthcareMRKMerck & Co., Inc.$7,234,508$1,235,564 ▲20.6%49,7870.2%HealthcareTXTTextron$7,143,823$64,389 ▲0.9%93,7510.2%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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