Grimes & Company, Inc. Top Holdings and 13F Report (2026)

About Grimes & Company, Inc.

Investment Activity

Grimes & Company, Inc. has $4.62 billion in total holdings as of June 30, 2026.
Grimes & Company, Inc. owns shares of 449 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 15.69% of the portfolio was purchased this quarter.
About 3.10% of the portfolio was sold this quarter.
This quarter, Grimes & Company, Inc. has purchased 433 new stocks and bought additional shares in 245 stocks.
Grimes & Company, Inc. sold shares of 143 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Vanguard Small-Cap ETF: $357,187,392
iShares Core MSCI EAFE ETF: $355,134,690
iShares Core MSCI Emerging Markets ETF: $209,023,758
iShares Core S&P 500 ETF: $193,806,987
Technology Select Sector SPDR Fund: $176,284,673

Largest New Holdings this Quarter

78468R622 - SPDR Bloomberg High Yield Bond ETF: $157,882,759 Holding
92189H409 - VanEck High Yield Muni ETF: $49,901,000 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $6,613,688 Holding
681919106 - Omnicom Group: $4,614,656 Holding
052769106 - Autodesk: $4,582,316 Holding

Largest Purchases this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 2,087,524 shares (about $166.94M)
SPDR Bloomberg High Yield Bond ETF: 1,638,298 shares (about $157.88M)
Vanguard Growth ETF: 584,468 shares (about $50.35M)
VanEck High Yield Muni ETF: 968,763 shares (about $49.90M)
Technology Select Sector SPDR Fund: 201,867 shares (about $38.46M)

Largest Sales this Quarter

Communication Services Select Sector SPDR Fund: 250,099 shares (about $26.79M)
Invesco S&P 500 Equal Weight ETF: 55,384 shares (about $11.78M)
T. Rowe Price Group: 85,901 shares (about $9.77M)
Paychex: 55,363 shares (about $5.44M)
NIKE: 95,030 shares (about $3.90M)

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
VB Vanguard Small-Cap ETF	$357,187,392	$11,394,277 â–²	3.3%	1,178,370	7.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$355,134,690	$9,562,579 â–²	2.8%	3,677,104	7.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$209,023,758	$248,437 â–²	0.1%	2,523,223	4.5%	ETF
IVV iShares Core S&P 500 ETF	$193,806,987	$11,529,925 â–²	6.3%	258,792	4.2%	ETF
XLK Technology Select Sector SPDR Fund	$176,284,673	$38,459,689 â–²	27.9%	925,282	3.8%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$175,064,498	$166,939,306 â–²	2,054.6%	2,189,127	3.8%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$170,671,161	$1,796,453 â–¼	-1.0%	6,818,664	3.7%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$157,882,759	$157,882,759 â–²	New Holding	1,638,298	3.4%	ETF
JHML John Hancock Multifactor Large Cap ETF	$135,127,196	$3,651,742 â–¼	-2.6%	1,515,219	2.9%	ETF
AAPL Apple	$123,271,029	$452,269 â–²	0.4%	426,013	2.7%	Technology
NVDA NVIDIA	$68,767,444	$302,736 â–²	0.4%	343,683	1.5%	Technology
MSFT Microsoft	$66,196,610	$1,183,221 â–²	1.8%	177,461	1.4%	Technology
TSM Taiwan Semiconductor Manufacturing	$64,381,618	$684,357 â–²	1.1%	134,811	1.4%	Technology
XLI Industrial Select Sector SPDR Fund	$62,206,426	$31,972,221 â–²	105.7%	335,833	1.3%	ETF
VUG Vanguard Growth ETF	$60,589,932	$50,346,076 â–²	491.5%	703,389	1.3%	ETF
XLV Health Care Select Sector SPDR Fund	$53,946,448	$4,438,671 â–²	9.0%	340,013	1.2%	ETF
AMD Advanced Micro Devices	$52,200,478	$562,320 â–²	1.1%	89,860	1.1%	Technology
HYD VanEck High Yield Muni ETF	$49,901,000	$49,901,000 â–²	New Holding	968,763	1.1%	ETF
GOOGL Alphabet	$47,466,384	$221,927 â–¼	-0.5%	132,821	1.0%	Communication Services
AMAT Applied Materials	$45,417,576	$271,126 â–¼	-0.6%	62,818	1.0%	Technology
AMERICAN CENTY ETF TR	$44,390,202	$4,451,219 â–²	11.1%	493,444	1.0%	AVANTIS US LARG
XLC Communication Services Select Sector SPDR Fund	$41,836,506	$26,793,100 â–¼	-39.0%	390,521	0.9%	ETF
AMZN Amazon.com	$41,744,677	$1,118,295 â–²	2.8%	175,147	0.9%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$41,024,389	$11,784,052 â–¼	-22.3%	192,811	0.9%	ETF
PRF Invesco RAFI US 1000 ETF	$40,304,008	$846,920 â–¼	-2.1%	745,956	0.9%	ETF
GOOG Alphabet	$36,552,465	$5,630,985 â–²	18.2%	103,452	0.8%	Communication Services
XLF Financial Select Sector SPDR Fund	$33,611,150	$17,883,459 â–²	113.7%	626,956	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$33,565,051	$6,057,305 â–²	22.0%	404,057	0.7%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$32,296,787	$22,462,746 â–²	228.4%	275,382	0.7%	ETF
MU Micron Technology	$31,862,129	$385,536 â–²	1.2%	27,603	0.7%	Technology
HPE Hewlett Packard Enterprise	$30,882,569	$1,326,640 â–¼	-4.1%	684,606	0.7%	Technology
JNJ Johnson & Johnson	$30,568,651	$109,461 â–²	0.4%	120,363	0.7%	Healthcare
JPM JPMorgan Chase & Co.	$30,447,307	$426,184 â–¼	-1.4%	93,017	0.7%	Finance
JIRE JPMorgan International Research Enhanced Equity ETF	$30,127,720	$4,712,733 â–²	18.5%	365,229	0.7%	ETF
AMGN Amgen	$29,180,496	$2,173 â–¼	0.0%	80,582	0.6%	Healthcare
QCOM Qualcomm	$29,151,918	$170,561 â–¼	-0.6%	157,757	0.6%	Technology
CSCO Cisco Systems	$27,628,123	$108,885 â–¼	-0.4%	235,213	0.6%	Technology
ABBV AbbVie	$26,078,372	$1,556,640 â–¼	-5.6%	103,634	0.6%	Healthcare
DFAE Dimensional Emerging Core Equity Market ETF	$25,917,512	$1,897,630 â–²	7.9%	644,554	0.6%	ETF
AVGO Broadcom	$25,325,512	$304,844 â–²	1.2%	67,043	0.5%	Technology
ETN Eaton	$25,250,337	$76,702 â–²	0.3%	59,256	0.5%	Industrials
RF Regions Financial	$25,234,986	$30,532 â–¼	-0.1%	835,596	0.5%	Finance
META Meta Platforms	$24,661,003	$214,615 â–²	0.9%	43,780	0.5%	Communication Services
FTXL First Trust Nasdaq Semiconductor ETF	$23,244,892	$553,375 â–¼	-2.3%	81,575	0.5%	ETF
XLB Materials Select Sector SPDR Fund	$22,608,312	$1,400,620 â–²	6.6%	444,783	0.5%	ETF
ASML ASML	$22,082,354	$413,795 â–¼	-1.8%	11,100	0.5%	Technology
XLE Energy Select Sector SPDR Fund	$21,776,999	$1,130,342 â–²	5.5%	410,035	0.5%	ETF
BMY Bristol Myers Squibb	$21,371,792	$10,717 â–¼	-0.1%	370,909	0.5%	Healthcare
ETF SER SOLUTIONS	$20,080,477	$2,512,616 â–¼	-11.1%	830,826	0.4%	LHA RISK MANAGE
PFE Pfizer	$19,386,523	$236,129 â–²	1.2%	805,088	0.4%	Healthcare
KLAC KLA	$19,192,625	$16,763,263 â–²	690.0%	63,613	0.4%	Technology
IJR iShares Core S&P Small-Cap ETF	$18,254,209	$115,534 â–¼	-0.6%	123,081	0.4%	ETF
EOG EOG Resources	$17,494,085	$17,643 â–²	0.1%	134,850	0.4%	Energy
GILD Gilead Sciences	$17,430,222	$1,353,858 â–¼	-7.2%	137,963	0.4%	Healthcare
V Visa	$17,368,821	$483,754 â–¼	-2.7%	50,625	0.4%	Finance
XOM ExxonMobil	$16,766,879	$750,864 â–²	4.7%	122,637	0.4%	Energy
AGG iShares Core U.S. Aggregate Bond ETF	$16,180,775	$1,079,873 â–²	7.2%	163,475	0.3%	ETF
BAC Bank of America	$16,159,877	$260,285 â–²	1.6%	283,606	0.3%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$16,004,123	$1,875,282 â–¼	-10.5%	158,976	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$15,736,142	$112,017 â–²	0.7%	21,072	0.3%	ETF
KIMBERLY-CLARK CORP	$15,375,348	$469,485 â–²	3.1%	140,069	0.3%	COM
INCY Incyte	$15,241,060	$221,166 â–¼	-1.4%	134,448	0.3%	Healthcare
MDT Medtronic	$14,048,528	$134,555 â–²	1.0%	179,580	0.3%	Healthcare
IJH iShares Core S&P Mid-Cap ETF	$13,908,355	$56,984 â–²	0.4%	180,370	0.3%	ETF
SCHX Schwab US Large-Cap ETF	$13,626,470	$2,114,104 â–²	18.4%	463,013	0.3%	ETF
AXP American Express	$13,589,111	$326,409 â–²	2.5%	40,175	0.3%	Finance
IWM iShares Russell 2000 ETF	$13,263,551	$15,323 â–¼	-0.1%	44,146	0.3%	ETF
BRK.B Berkshire Hathaway	$12,234,419	$341,763 â–²	2.9%	24,450	0.3%	Finance
HSY Hershey	$11,841,335	$2,070,843 â–²	21.2%	67,491	0.3%	Consumer Staples
CVX Chevron	$11,637,692	$243,999 â–²	2.1%	70,208	0.3%	Energy
CRM Salesforce	$11,368,307	$359,533 â–¼	-3.1%	72,567	0.2%	Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$11,367,062	$75,383 â–²	0.7%	225,582	0.2%	ETF
VZ Verizon Communications	$11,190,718	$148,571 â–²	1.3%	264,306	0.2%	Communication Services
DIS Walt Disney	$10,853,488	$9,914 â–¼	-0.1%	112,764	0.2%	Communication Services
FTEC Fidelity MSCI Information Technology Index ETF	$10,598,418	$108,520 â–¼	-1.0%	37,112	0.2%	ETF
SCHW Charles Schwab	$10,402,485	$7,853,051 â–²	308.0%	112,739	0.2%	Finance
SLB SLB	$10,397,423	$115,063 â–¼	-1.1%	223,649	0.2%	Energy
EFA iShares MSCI EAFE ETF	$10,338,889	$22,646 â–²	0.2%	99,527	0.2%	ETF
PEP PepsiCo	$10,119,025	$197,143 â–²	2.0%	74,734	0.2%	Consumer Staples
TROW T. Rowe Price Group	$10,041,109	$9,766,093 â–¼	-49.3%	88,320	0.2%	Finance
LLY Eli Lilly and Company	$9,874,090	$230,299 â–²	2.4%	8,232	0.2%	Healthcare
GNRC Generac	$9,848,079	$637,740 â–¼	-6.1%	33,633	0.2%	Industrials
ABT Abbott Laboratories	$9,758,189	$1,124,814 â–¼	-10.3%	107,540	0.2%	Healthcare
GSK GSK	$9,579,479	$22,750 â–²	0.2%	182,745	0.2%	Healthcare
INTC Intel	$9,482,226	$2,209,354 â–²	30.4%	67,910	0.2%	Technology
LMT Lockheed Martin	$8,751,533	$128,894 â–²	1.5%	17,178	0.2%	Industrials
RTX RTX	$8,672,783	$55,401 â–²	0.6%	45,711	0.2%	Industrials
TXT Textron	$8,522,321	$2,928,499 â–¼	-25.6%	92,906	0.2%	Industrials
ACN Accenture	$8,430,947	$211,175 â–²	2.6%	67,751	0.2%	Technology
ZION Zions Bancorporation, N.A.	$8,387,283	$16,052 â–²	0.2%	121,221	0.2%	Finance
VOO Vanguard S&P 500 ETF	$8,067,603	$133,247 â–²	1.7%	11,746	0.2%	ETF
SCHF Schwab International Equity ETF	$7,894,319	$10,665 â–¼	-0.1%	284,993	0.2%	ETF
AME AMETEK	$7,361,997	$60,485 â–¼	-0.8%	30,429	0.2%	Technology
BIIB Biogen	$7,319,457	$174,360 â–¼	-2.3%	33,877	0.2%	Healthcare
GE GE Aerospace	$7,164,761	$194,339 â–¼	-2.6%	19,171	0.2%	Industrials
ADP Automatic Data Processing	$7,039,762	$6,295,363 â–²	845.7%	31,435	0.2%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$6,918,877	$407,621 â–²	6.3%	97,107	0.1%	ETF
LAM RESEARCH CORP	$6,878,668	$1,103,690 â–¼	-13.8%	15,874	0.1%	COM NEW
ADBE Adobe	$6,765,452	$290,513 â–¼	-4.1%	32,999	0.1%	Technology
XYL Xylem	$6,679,722	$221,527 â–¼	-3.2%	56,507	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Grimes & Company, Inc. Top Holdings and 13F Report (2026)

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

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Grimes & Company, Inc. Top Holdings and 13F Report (2026)

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