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 401–450 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSDL | MORGAN STANLEY DIRECT LENDIN | 11K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 14K | $100K–$500K | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 12K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 152 | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 11K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 259 | $100K–$500K | SH |
| TRIN | TRINITY CAP INC | 10K | $100K–$500K | SH |
| EVN | EATON VANCE MUNI INCOME TRUS | 14K | $100K–$500K | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 14K | $100K–$500K | SH |
| PML | PIMCO MUN INCOME FD II | 18K | $100K–$500K | SH |
| EIM | EATON VANCE MUN BD FD | 14K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 247 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 23 | $100K–$500K | SH |
| IBRX | IMMUNITYBIO INC | 58K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 610 | $100K–$500K | SH |
| UROY | URANIUM RTY CORP | 30K | $100K–$500K | SH |
| BCG | BINAH CAP GROUP INC | 33K | $50K–$100K | SH |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 26K | $50K–$100K | SH |
| DMRC | DIGIMARC CORP NEW | 13K | $50K–$100K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 29K | $50K–$100K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 12K | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL | 341 | $50K–$100K | SH |
| ENB | ENBRIDGE INC | 2K | $50K–$100K | SH |
| ADSK | AUTODESK INC | 223 | $50K–$100K | SH |
| SHEL | SHELL PLC | 663 | $15K–$50K | SH |
| MS | MORGAN STANLEY | 263 | $15K–$50K | SH |
| RCKT | ROCKET PHARMACEUTICALS INC | 13K | $15K–$50K | SH |
| JPM | JPMORGAN CHASE & CO. | 134 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 646 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 274 | $15K–$50K | SH |
| C | CITIGROUP INC | 278 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 415 | $15K–$50K | SH |
| BLNE | BEELINE HOLDINGS INC | 18K | $15K–$50K | SH |
| RBBN | RIBBON COMMUNICATIONS INC | 10K | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 344 | $15K–$50K | SH |
| TRV | TRAVELERS COMPANIES INC | 88 | $15K–$50K | SH |
| T | AT&T INC | 1K | $15K–$50K | SH |
| USHY | ISHARES TR | 665 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC | 258 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 179 | $15K–$50K | SH |
| SPYV | SPDR SERIES TRUST | 370 | $15K–$50K | SH |
| GPC | GENUINE PARTS CO | 161 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 110 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 50 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 262 | $15K–$50K | SH |
| DEO | DIAGEO PLC | 172 | $1K–$15K | SH |
| TGT | TARGET CORP | 136 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO | 67 | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC | 36 | $1K–$15K | SH |
| VOT | VANGUARD INDEX FDS | 34 | $1K–$15K | SH |