Grufity logo
Grufity logo

Latest GRIMES & COMPANY, INC. Stock Portfolio

$4.62Billion | No. of Holdings #449

GRIMES & COMPANY, INC. Performance

2026 Q2+7.96%
YTD+6.66%
2025+12.56%

About GRIMES & COMPANY, INC. and 13F Hedge Fund Stock Holdings

GRIMES & Co WEALTH MANAGEMENT, LLC is a hedge fund based in Westborough, MA. On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, GRIMES & Co WEALTH MANAGEMENT, LLC reported an equity portfolio of $4.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of GRIMES & Co WEALTH MANAGEMENT, LLC are VB, IBCE, EMGF. The fund has invested 7.7% of it's portfolio in VANGUARD INDEX FDS and 7.7% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off INTUIT (INTU), MCCORMICK & CO INC (MKC) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in NIKE INC (NKE), SPDR SERIES TRUST (BIL) and PARKER-HANNIFIN CORP (PH). GRIMES & Co WEALTH MANAGEMENT, LLC opened new stock positions in SPDR SERIES TRUST (BIL), VANECK ETF TRUST (BUZZ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD WORLD FD (VAW) and AUTOMATIC DATA PROCESSING IN (ADP).
GRIMES & COMPANY, INC. Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$4.62Billion
  as of Jul 17, 2026

GRIMES & COMPANY, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that GRIMES & Co WEALTH MANAGEMENT, LLC made a return of 7.96% in the last quarter. In trailing 12 months, it's portfolio return was 17.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust157,883,000
vaneck etf trust49,901,000
ishares tr6,613,690
omnicom group inc4,614,660
autodesk inc4,582,320
atlassian corporation4,283,270
airbnb inc3,788,090
servicenow inc3,118,820
New stocks bought by GRIMES & COMPANY, INC.

Additions

Ticker% Inc.
ishares tr2,054
vanguard world fd934
automatic data processing in845
vanguard index fds491
freeport mcmoran inc471
vanguard world fd395
ishares tr324
vanguard index fds311
Additions to existing portfolio by GRIMES & COMPANY, INC.

Reductions

Ticker% Reduced
nike inc-87.7
spdr series trust-78.94
parker-hannifin corp-69.48
paychex inc-55.46
3m co-54.39
price t rowe group inc-49.31
danaher corp del-49.23
palantir technologies inc-49.1
GRIMES & COMPANY, INC. reduced stake in above stock

Sold off

Ticker$ Sold
hudson technologies inc-932,674
mccormick & co inc-7,674,340
paypal hldgs inc-5,196,860
workday inc-3,351,440
oreilly automotive inc-2,366,160
amicus therapeutic-303,472
intuit-8,213,510
lululemon athletica inc-2,899,810
GRIMES & COMPANY, INC. got rid off the above stocks

Sector Distribution

GRIMES & Co WEALTH MANAGEMENT, LLC has about 66.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
Sector%
Others66.3
Technology13.3
Healthcare5.2
Financial Services3.8
Industrials3
Communication Services3
Consumer Cyclical1.8
Consumer Defensive1.7
Energy1.4

Market Cap. Distribution

GRIMES & Co WEALTH MANAGEMENT, LLC has about 33.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED66.3
MEGA-CAP19.5
LARGE-CAP13.8

Stocks belong to which Index?

About 33.1% of the stocks held by GRIMES & Co WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.7
S&P 50033.1
Top 5 Winners (%)%
MU
micron technology inc
236.8 %
AMD
advanced micro devices inc
182.7 %
INTC
intel corp
152.7 %
STX
seagate technology hldngs pl
136.5 %
AMAT
applied matls inc
111.2 %
Top 5 Winners ($)$
VB
vanguard index fds
47.8 M
XLB
select sector spdr tr
47.5 M
AMD
advanced micro devices inc
33.7 M
EMGF
ishares inc
33.0 M
IJR
ishares tr
24.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.6 %
VB
vanguard index fds
-70.4 %
EDV
vanguard world fd
-65.7 %
VB
vanguard index fds
-61.4 %
IJR
ishares tr
-60.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-144.2 M
VAW
vanguard world fd
-6.1 M
IJR
ishares tr
-5.8 M
ACN
accenture plc ireland
-4.9 M
XOM
exxon mobil corp
-3.9 M

GRIMES & COMPANY, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GRIMES & COMPANY, INC.

GRIMES & Co WEALTH MANAGEMENT, LLC has 449 stocks in it's portfolio. About 44.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for GRIMES & Co WEALTH MANAGEMENT, LLC last quarter.

$4.62BTotal Value
477Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of GRIMES & COMPANY, INC., last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
3.79%2,189,130
$175.06M
3.79%
increased 2054.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.1%30,158
$4.65M
0.1%
increased 3.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.05%22,460
$2.47M
0.05%
decreased 6.14 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.02%12,267
$933.6K
0.02%
increased 7.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.01%5,243
$558.3K
0.01%
increased 0.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.01%4,567
$452.2K
0.01%
increased 0.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.01%3,561
$383.3K
0.01%
increased 0.74 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.01%6,778
$375.0K
0.01%
decreased 16.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.01%5,800
$304.0K
0.01%
increased 1.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.01%3,547
$271.6K
0.01%
increased 2.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
GRIMES & COMPANY, INC.'s holding in Ishares Tr over time
0.08%47,577
$3.61M
0.08%
increased 5.44 percentadded