CIK 1321993
GRIMES & Co WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTB | M & T BK CORP | 7K | $1M+ | SH |
| ESGE | ISHARES INC | 30K | $1M+ | SH |
| DVY | ISHARES TR | 9K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 30K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 6K | $1M+ | SH |
| CTVA | CORTEVA INC | 18K | $1M+ | SH |
| MFC | MANULIFE FINL CORP | 32K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| SO | SOUTHERN CO | 13K | $1M+ | SH |
| NET | CLOUDFLARE INC | 6K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 15K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| RHI | ROBERT HALF INC. | 40K | $1M+ | SH |
| MUSA | MURPHY USA INC | 3K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| PCAR | PACCAR INC | 9K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 12K | $500K+ | SH |
| UEC | URANIUM ENERGY CORP | 84K | $500K+ | SH |
| EBAY | EBAY INC. | 11K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| BLK | BLACKROCK INC | 891 | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| LNC | LINCOLN NATL CORP IND | 20K | $500K+ | SH |
| ETR | ENTERGY CORP NEW | 10K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 18K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 988 | $500K+ | SH |
| BLD | TOPBUILD CORP | 2K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 9K | $500K+ | SH |
| SNOW | SNOWFLAKE INC | 4K | $500K+ | SH |
| IYW | ISHARES TR | 4K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| EXPE | EXPEDIA GROUP INC | 3K | $500K+ | SH |
| TRMK | TRUSTMARK CORP | 21K | $500K+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 4K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |
| DASH | DOORDASH INC | 4K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| SYY | SYSCO CORP | 11K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 3K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 2K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 12K | $500K+ | SH |
| AFL | AFLAC INC | 7K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |