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 351–400 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 751 | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 82 | $100K–$500K | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 6K | $100K–$500K | SH |
| WCC | WESCO INTL INC | 1K | $100K–$500K | SH |
| ESE | ESCO TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| AXSM | AXSOME THERAPEUTICS INC | 1K | $100K–$500K | SH |
| CACI | CACI INTL INC | 500 | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 750 | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 7K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 4K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| ADMA | ADMA BIOLOGICS INC | 13K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 3K | $100K–$500K | SH |
| HOLX | HOLOGIC INC | 3K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| WCLD | WISDOMTREE TR | 7K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 3K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 5K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 667 | $100K–$500K | SH |
| INVA | INNOVIVA INC | 12K | $100K–$500K | SH |
| EXC | EXELON CORP | 5K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 492 | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 909 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| GFL | GFL ENVIRONMENTAL INC | 5K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 774 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 13K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 795 | $100K–$500K | SH |
| VLTO | VERALTO CORP | 2K | $100K–$500K | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 9K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 408 | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 10K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 363 | $100K–$500K | SH |
| F | FORD MTR CO | 13K | $100K–$500K | SH |