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

About Grimes & Company, Inc.

Investment Activity

Grimes & Company, Inc. has $3.61 billion in total holdings as of March 31, 2026.
Grimes & Company, Inc. owns shares of 433 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 4.38% of the portfolio was purchased this quarter.
About 18.70% of the portfolio was sold this quarter.
This quarter, Grimes & Company, Inc. has purchased 460 new stocks and bought additional shares in 212 stocks.
Grimes & Company, Inc. sold shares of 181 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $323,924,651
Vanguard Small-Cap ETF: $298,793,003
iShares Core MSCI Emerging Markets ETF: $175,785,620
SPDR Bloomberg Short Term High Yield Bond ETF: $172,123,091
iShares Core S&P 500 ETF: $158,988,741

Largest New Holdings this Quarter

81369Y100 - Materials Select Sector SPDR Fund: $20,848,874 Holding
174610105 - Citizens Financial Group: $1,498,539 Holding
37045V100 - General Motors: $1,407,659 Holding
053611109 - Avery Dennison: $1,365,756 Holding
G93A5A101 - VIKING HOLDINGS LTD: $763,457 Holding

Largest Purchases this Quarter

Materials Select Sector SPDR Fund: 417,228 shares (about $20.85M)
Communication Services Select Sector SPDR Fund: 104,422 shares (about $11.58M)
Invesco S&P 500 Equal Weight ETF: 59,489 shares (about $11.42M)
Vanguard Small-Cap ETF: 31,193 shares (about $8.17M)
T. Rowe Price Group: 58,156 shares (about $5.24M)

Largest Sales this Quarter

iShares Broad USD High Yield Corporate Bond ETF: 4,589,270 shares (about $169.07M)
SPDR Portfolio High Yield Bond ETF: 7,220,360 shares (about $168.38M)
SPDR Nuveen ICE High Yield Municipal Bond ETF: 2,114,815 shares (about $52.45M)
JPMorgan Ultra-Short Municipal ETF: 1,010,482 shares (about $51.52M)
Technology Select Sector SPDR Fund: 368,788 shares (about $49.01M)

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	$323,924,651	$238,094 ▲	0.1%	3,578,092	9.0%	ETF
VB Vanguard Small-Cap ETF	$298,793,003	$8,170,068 ▲	2.8%	1,140,780	8.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$175,785,620	$1,757,212 ▼	-1.0%	2,520,224	4.9%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$172,123,091	$555,755 ▲	0.3%	6,890,436	4.8%	ETF
IVV iShares Core S&P 500 ETF	$158,988,741	$8,856,223 ▼	-5.3%	243,396	4.4%	ETF
JHML John Hancock Multifactor Large Cap ETF	$121,801,200	$2,110,159 ▼	-1.7%	1,556,167	3.4%	ETF
AAPL Apple	$107,721,218	$687,010 ▲	0.6%	424,450	3.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$96,141,880	$49,011,939 ▼	-33.8%	723,415	2.7%	ETF
XLC Communication Services Select Sector SPDR Fund	$71,019,166	$11,576,228 ▲	19.5%	640,620	2.0%	ETF
MSFT Microsoft	$64,516,506	$693,698 ▲	1.1%	174,289	1.8%	Computer and Technology
NVDA NVIDIA	$59,674,598	$2,610,251 ▲	4.6%	342,170	1.7%	Computer and Technology
VUG Vanguard Growth ETF	$51,943,297	$44,989 ▲	0.1%	118,921	1.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$47,633,574	$11,417,126 ▲	31.5%	248,195	1.3%	ETF
XLV Health Care Select Sector SPDR Fund	$45,747,819	$12,878,830 ▼	-22.0%	312,037	1.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$45,075,084	$3,734,347 ▼	-7.7%	133,378	1.2%	Computer and Technology
GOOGL Alphabet	$38,372,695	$5,048,418 ▼	-11.6%	133,442	1.1%	Computer and Technology
PRF Invesco RAFI US 1000 ETF	$36,200,323	$581,102 ▼	-1.6%	761,631	1.0%	ETF
AMZN Amazon.com	$35,500,787	$2,099,577 ▲	6.3%	170,455	1.0%	Retail/Wholesale
AMERICAN CENTY ETF TR	$34,429,402	$4,119,145 ▲	13.6%	443,964	1.0%	AVANTIS US LARG
JNJ Johnson & Johnson	$29,316,280	$1,347,114 ▲	4.8%	119,932	0.8%	Medical
AMGN Amgen	$28,355,015	$542,203 ▼	-1.9%	80,588	0.8%	Medical
JPM JPMorgan Chase & Co.	$27,744,968	$1,031,034 ▼	-3.6%	94,319	0.8%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$27,146,816	$4,252,637 ▲	18.6%	331,139	0.8%	ETF
XLI Industrial Select Sector SPDR Fund	$26,398,354	$3,959,632 ▲	17.6%	163,225	0.7%	ETF
GOOG Alphabet	$25,104,498	$372,917 ▼	-1.5%	87,515	0.7%	Computer and Technology
META Meta Platforms	$24,830,031	$22,313 ▼	-0.1%	43,399	0.7%	Computer and Technology
ABBV AbbVie	$23,884,822	$131,799 ▲	0.6%	109,820	0.7%	Medical
XLE Energy Select Sector SPDR Fund	$23,814,972	$20,824,807 ▼	-46.7%	388,752	0.7%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$23,335,367	$4,351,571 ▲	22.9%	308,098	0.6%	ETF
ETF SER SOLUTIONS	$22,631,138	$998,977 ▼	-4.2%	934,785	0.6%	LHA RISK MANAGE
BMY Bristol Myers Squibb	$22,506,895	$1,423,818 ▲	6.8%	371,095	0.6%	Medical
PFE Pfizer	$22,331,508	$149,722 ▲	0.7%	795,282	0.6%	Medical
RF Regions Financial	$21,852,183	$254,487 ▼	-1.2%	836,607	0.6%	Finance
AMAT Applied Materials	$21,598,748	$738,609 ▲	3.5%	63,193	0.6%	Computer and Technology
ETN Eaton	$21,129,763	$59,373 ▲	0.3%	59,076	0.6%	Industrials
XLB Materials Select Sector SPDR Fund	$20,848,874	$20,848,874 ▲	New Holding	417,228	0.6%	ETF
GILD Gilead Sciences	$20,721,424	$235,396 ▼	-1.1%	148,679	0.6%	Medical
AVGO Broadcom	$20,500,806	$4,050,268 ▼	-16.5%	66,236	0.6%	Computer and Technology
QCOM Qualcomm	$20,434,758	$122,727 ▼	-0.6%	158,680	0.6%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$20,226,631	$1,622,265 ▲	8.7%	597,361	0.6%	ETF
XOM ExxonMobil	$19,874,784	$922,440 ▲	4.9%	117,145	0.6%	Energy
EOG EOG Resources	$19,475,632	$337,861 ▲	1.8%	134,714	0.5%	Energy
CSCO Cisco Systems	$18,322,129	$489,826 ▼	-2.6%	236,140	0.5%	Computer and Technology
AMD Advanced Micro Devices	$18,083,240	$406,452 ▼	-2.2%	88,892	0.5%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$17,877,579	$1,285,224 ▼	-6.7%	177,604	0.5%	ETF
HPE Hewlett Packard Enterprise	$17,000,689	$346,935 ▼	-2.0%	714,015	0.5%	Computer and Technology
V Visa	$15,727,147	$105,482 ▼	-0.7%	52,035	0.4%	Business Services
TROW T. Rowe Price Group	$15,704,237	$5,242,167 ▲	50.1%	174,221	0.4%	Finance
MDT Medtronic	$15,411,607	$143,753 ▼	-0.9%	177,860	0.4%	Medical
IJR iShares Core S&P Small-Cap ETF	$15,397,032	$122,321 ▼	-0.8%	123,860	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$15,145,170	$176,999 ▼	-1.2%	152,565	0.4%	Finance
ASML ASML	$14,936,390	$512,497 ▼	-3.3%	11,308	0.4%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$14,483,804	$15,279,452 ▼	-51.3%	293,372	0.4%	ETF
CVX Chevron	$14,221,382	$86,897 ▲	0.6%	68,736	0.4%	Energy
CRM Salesforce	$13,974,546	$4,277,187 ▲	44.1%	74,862	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$13,606,522	$103,405 ▲	0.8%	20,922	0.4%	Finance
BAC Bank of America	$13,603,097	$39,146 ▲	0.3%	279,038	0.4%	Finance
KIMBERLY-CLARK CORP	$13,099,876	$5,194,822 ▲	65.7%	135,792	0.4%	COM
ACN Accenture	$13,097,817	$1,266,475 ▲	10.7%	66,054	0.4%	Computer and Technology
VZ Verizon Communications	$13,092,002	$196,081 ▲	1.5%	260,797	0.4%	Computer and Technology
INCY Incyte	$12,837,903	$465,142 ▼	-3.5%	136,399	0.4%	Medical
FTXL First Trust Nasdaq Semiconductor ETF	$12,316,268	$292,876 ▼	-2.3%	83,517	0.3%	Manufacturing
ABT Abbott Laboratories	$12,313,859	$4,836,590 ▲	64.7%	119,936	0.3%	Medical
IJH iShares Core S&P Mid-Cap ETF	$12,130,477	$51,660 ▲	0.4%	179,631	0.3%	ETF
AXP American Express	$11,860,231	$306,412 ▲	2.7%	39,210	0.3%	Finance
KLAC KLA	$11,855,686	$761,226 ▲	6.9%	8,052	0.3%	Computer and Technology
SLB SLB	$11,620,519	$229,970 ▼	-1.9%	226,124	0.3%	Energy
HSY Hershey	$11,576,919	$106,647 ▼	-0.9%	55,688	0.3%	Consumer Staples
BRK.B Berkshire Hathaway	$11,389,134	$552,038 ▲	5.1%	23,767	0.3%	Finance
PEP PepsiCo	$11,379,367	$201,567 ▲	1.8%	73,278	0.3%	Consumer Staples
IWM iShares Russell 2000 ETF	$10,960,884	$24,800 ▼	-0.2%	44,197	0.3%	Finance
TXT Textron	$10,930,264	$158,309 ▲	1.5%	124,831	0.3%	Aerospace
DIS Walt Disney	$10,878,075	$2,926,181 ▲	36.8%	112,867	0.3%	Consumer Discretionary
SPDW SPDR Portfolio Developed World ex-US ETF	$10,229,527	$6,163 ▼	-0.1%	224,086	0.3%	ETF
LMT Lockheed Martin	$10,229,246	$6,648 ▼	-0.1%	16,925	0.3%	Aerospace
GSK GSK	$10,061,782	$179,534 ▼	-1.8%	182,311	0.3%	Medical
SCHX Schwab US Large-Cap ETF	$10,029,814	$2,577,669 ▼	-20.4%	391,178	0.3%	ETF
EFA iShares MSCI EAFE ETF	$9,645,880	$3,594 ▲	0.0%	99,309	0.3%	Finance
MU Micron Technology	$9,212,490	$4,170,604 ▼	-31.2%	27,269	0.3%	Computer and Technology
PAYX Paychex	$9,196,743	$306,577 ▲	3.4%	99,834	0.3%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$9,138,069	$20,964,235 ▼	-69.6%	83,851	0.3%	Finance
RTX RTX	$8,761,249	$37,615 ▲	0.4%	45,419	0.2%	Aerospace
ADBE Adobe	$8,365,940	$1,679,946 ▲	25.1%	34,416	0.2%	Computer and Technology
INTU Intuit	$8,213,512	$736,777 ▼	-8.2%	18,996	0.2%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$8,083,547	$21,799 ▼	-0.3%	101,603	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$7,800,314	$216,999 ▼	-2.7%	37,492	0.2%	ETF
MKC McCormick & Company, Incorporated	$7,674,345	$4,398,217 ▲	134.3%	152,148	0.2%	Consumer Staples
CTSH Cognizant Technology Solutions	$7,595,720	$123,436 ▼	-1.6%	123,810	0.2%	Computer and Technology
LLY Eli Lilly and Company	$7,395,214	$1,249,092 ▲	20.3%	8,040	0.2%	Medical
SCHF Schwab International Equity ETF	$7,063,112	$296,010 ▼	-4.0%	285,378	0.2%	ETF
GNRC Generac	$6,994,963	$116,221 ▼	-1.6%	35,811	0.2%	Industrials
CMCSA Comcast	$6,985,501	$3,018,288 ▲	76.1%	243,312	0.2%	Consumer Discretionary
XYL Xylem	$6,976,523	$200,282 ▼	-2.8%	58,381	0.2%	Business Services
ZION Zions Bancorporation, N.A.	$6,971,384	$54,681 ▲	0.8%	120,989	0.2%	Finance
VOO Vanguard S&P 500 ETF	$6,903,033	$23,305 ▲	0.3%	11,552	0.2%	ETF
CLX Clorox	$6,644,831	$2,546,904 ▲	62.2%	64,121	0.2%	Consumer Staples
TMO Thermo Fisher Scientific	$6,579,027	$197,592 ▼	-2.9%	13,385	0.2%	Medical
AME AMETEK	$6,576,306	$46,945 ▼	-0.7%	30,679	0.2%	Computer and Technology
BIIB Biogen	$6,358,611	$153,997 ▲	2.5%	34,684	0.2%	Medical
MCD McDonald's	$6,238,277	$1,154,603 ▲	22.7%	20,072	0.2%	Retail/Wholesale

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

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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