Institutional Investor · CIK 0001321993
GRIMES & COMPANY, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
464
Total Value
$4.35B
Total Shares
41.71M
Latest Filing
Jul 17, 2026
CIK
0001321993
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,178,370 | $357.19M | 0.1844% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 2,523,223 | $209.02M | 0.1233% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 258,792 | $193.81M | 0.0223% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 925,282 | $176.28M | 0.1415% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 2,189,127 | $175.06M | 1.0139% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 6,818,664 | $170.67M | 3.4672% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 1,638,298 | $157.88M | 2.1300% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,515,219 | $135.13M | 11.6343% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 426,013 | $123.27M | 0.0029% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 343,683 | $68.77M | 0.0014% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 177,461 | $66.20M | 0.0024% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 134,811 | $64.38M | 0.0026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 335,833 | $62.21M | 0.1836% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 703,389 | $60.59M | 0.0158% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 340,013 | $53.95M | 0.1324% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 89,860 | $52.20M | 0.0055% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 132,821 | $47.47M | 0.0011% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 62,818 | $45.42M | 0.0079% | SH | — | View |
Avantis U.S. Large Cap…(AVLC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 493,444 | $44.39M | 3.3061% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 390,521 | $41.84M | 0.1898% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 175,147 | $41.74M | 0.0016% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 192,811 | $41.02M | 0.0429% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 745,956 | $40.30M | 0.4257% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 103,452 | $36.55M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 626,956 | $33.61M | 0.0617% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 404,057 | $33.57M | 0.2512% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 275,382 | $32.30M | 0.1421% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 27,603 | $31.86M | 0.0024% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 27,603 | $31.86M | 0.0024% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-17 | 684,606 | $30.88M | 0.0517% | SH | — | View | |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-17 | 684,606 | $30.88M | 0.0517% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 120,363 | $30.57M | 0.0050% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 93,017 | $30.45M | 0.0035% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 365,229 | $30.13M | 0.2740% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 80,582 | $29.18M | 0.0149% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 157,757 | $29.15M | 0.0150% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 235,213 | $27.63M | 0.0060% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 103,634 | $26.08M | 0.0059% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 103,634 | $26.08M | 0.0059% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 644,554 | $25.92M | 0.2534% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 67,043 | $25.33M | 0.0014% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-17 | 59,256 | $25.25M | 0.0153% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-17 | 835,596 | $25.23M | 0.0979% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 43,780 | $24.66M | 0.0017% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 81,575 | $23.24M | 3.0950% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 444,783 | $22.61M | 0.2752% | SH | — | View | |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 11,100 | $22.08M | 0.0029% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 410,035 | $21.78M | 0.0623% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 370,909 | $21.37M | 0.0182% | SH | — | View | |
Pfizer Inc.(PFE.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 805,088 | $19.39M | 0.0141% | SH | — | View |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 63,613 | $19.19M | 0.0049% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 123,081 | $18.25M | 0.0163% | SH | — | View | |
EOG Resources, Inc.(EOG) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-17 | 134,850 | $17.49M | 0.0253% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 137,963 | $17.43M | 0.0111% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 50,625 | $17.37M | 0.0027% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 122,637 | $16.77M | 0.0030% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 163,475 | $16.18M | 0.0116% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 283,606 | $16.16M | 0.0041% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 158,976 | $16.00M | 0.0166% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 21,072 | $15.74M | 0.0020% | SH | — | View |
Kimberly-Clark Corporation(KMY.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 140,069 | $15.38M | 0.0422% | SH | — | View |
Incyte Corporation(INCY) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 134,448 | $15.24M | 0.0663% | SH | — | View |
Medtronic plc(MDT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 179,580 | $14.05M | 0.0140% | SH | — | View |
Medtronic Plc(2M6.DE) | Healthcare | Medical - Specialties | 2026-06-30 | 2026-07-17 | 179,580 | $14.05M | 0.0140% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 180,370 | $13.91M | 0.0111% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 463,013 | $13.63M | 0.0190% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 40,175 | $13.59M | 0.0059% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 44,146 | $13.26M | 0.0161% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 24,450 | $12.23M | 0.0011% | SH | — | View |
The Hershey Company(HSY) | Consumer Defensive | Food Confectioners | 2026-06-30 | 2026-07-17 | 67,491 | $11.84M | 0.0333% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 70,208 | $11.64M | 0.0035% | SH | — | View |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 72,567 | $11.37M | 0.0089% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 225,582 | $11.37M | 0.0281% | SH | — | View | |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 264,306 | $11.19M | 0.0063% | SH | — | View |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-17 | 112,764 | $10.85M | 0.0065% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 37,112 | $10.60M | 0.0615% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-17 | 112,739 | $10.40M | 0.0065% | SH | — | View | |
Slb N.V.(SLB) | Energy | Oil & Gas Equipment & Services | 2026-06-30 | 2026-07-17 | 223,649 | $10.40M | 0.0151% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 99,527 | $10.34M | 0.0137% | SH | — | View | |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 74,734 | $10.12M | 0.0055% | SH | — | View |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 74,734 | $10.12M | 0.0055% | SH | — | View |
T. Rowe Price Group,…(TR1.DU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 88,320 | $10.04M | 0.0412% | SH | — | View |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 8,232 | $9.87M | 0.0009% | SH | — | View |
Generac Holdings Inc.(GNRC) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 33,633 | $9.85M | 0.0571% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 107,540 | $9.76M | 0.0062% | SH | — | View |
Abbott Laboratories(ABL.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 107,540 | $9.76M | 0.0062% | SH | — | View |
GSK plc(GSK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 182,745 | $9.58M | 0.0091% | SH | — | View |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 67,910 | $9.48M | 0.0013% | SH | — | View |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 17,178 | $8.75M | 0.0114% | SH | — | View |
Lockheed Martin Corporation(LOM.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 17,178 | $8.75M | 0.0074% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 45,711 | $8.67M | 0.0034% | SH | — | View |
Textron Inc.(TXT) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 92,906 | $8.52M | 0.0540% | SH | — | View |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 67,751 | $8.43M | 0.0111% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-17 | 121,221 | $8.39M | 0.0831% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 11,746 | $8.07M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 284,993 | $7.89M | 0.0119% | SH | — | View | |
AMETEK, Inc.(AME) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-17 | 30,429 | $7.36M | 0.0133% | SH | — | View |
Biogen Inc.(BIIB) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 33,877 | $7.32M | 0.0229% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 19,171 | $7.16M | 0.0018% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 31,435 | $7.04M | 0.0079% | SH | — | View |
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