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 301–350 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWY | ISHARES TR | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| XOP | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| THG | HANOVER INS GROUP INC | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 190K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 9K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 13K | $100K–$500K | SH |
| MRCY | MERCURY SYS INC | 5K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| PBDC | PUTNAM ETF TRUST | 12K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 6K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| IJS | ISHARES TR | 3K | $100K–$500K | SH |
| SHYG | ISHARES TR | 8K | $100K–$500K | SH |
| INSM | INSMED INC | 2K | $100K–$500K | SH |
| ECBK | ECB BANCORP INC | 20K | $100K–$500K | SH |
| FOLD | AMICUS THERAPEUTICS INC | 24K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| CSX | CSX CORP | 9K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 494 | $100K–$500K | SH |
| CWST | CASELLA WASTE SYS INC | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 960 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| IGSB | ISHARES TR | 6K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 5K | $100K–$500K | SH |
| IGV | ISHARES TR | 3K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| RSPE | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| EQX | EQUINOX GOLD CORP | 21K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 4K | $100K–$500K | SH |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 38K | $100K–$500K | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 4K | $100K–$500K | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 12K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 636 | $100K–$500K | SH |
| HDSN | HUDSON TECHNOLOGIES INC | 41K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |