GRIMES & Co WEALTH MANAGEMENT, LLC

GRIMES & Co WEALTH MANAGEMENT, LLC reported 691 holdings worth US$4.62B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC reported 691 holdings worth US$4.62B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 17, 2026 (Form 13F).

Holdings
691
Value as reported
US$4.62B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc426KUS$123M2.7%
Alphabet Inc (google) Class C235KUS$84M1.8%
Nvidia Corporation344KUS$68.8M1.5%
Microsoft Corp.177KUS$66.2M1.4%
Taiwan Semiconductor Manufacturing Co., Ltd.135KUS$64.4M1.4%
Advanced Micro Devices Inc89,860US$52.2M1.1%
Applied Materials, Inc.62,818US$45.4M0.98%
Amazon.com, Inc.175KUS$41.7M0.90%
Micron Technology, Inc.27,603US$31.9M0.69%
Hewlett Packard Enterprise Company685KUS$30.9M0.67%
Johnson & Johnson120KUS$30.6M0.66%
Jp Morgan Chase & Co.93,017US$30.4M0.66%
Amgen Inc.80,582US$29.2M0.63%
Qualcomm Incorporated158KUS$29.2M0.63%
Cisco Systems, Inc.235KUS$27.6M0.60%
Abbvie Inc.104KUS$26.1M0.56%
Broadcom Inc.67,043US$25.3M0.55%
Regions Financial Corporation836KUS$25.2M0.55%
Meta Platforms, Inc.43,780US$24.7M0.53%
Asml Holding Nv11,100US$22.1M0.48%
Bristol-myers Squibb Company371KUS$21.4M0.46%
Pfizer, Inc.805KUS$19.4M0.42%
Kla Corporation63,613US$19.2M0.42%
Eog Resources, Inc.135KUS$17.5M0.38%
Gilead Sciences, Inc.138KUS$17.4M0.38%
Visa Inc.50,625US$17.4M0.38%
Exxon Mobil Corporation123KUS$16.8M0.36%
Bank Of America Corporation284KUS$16.2M0.35%
Kimberly-clark Corporation140KUS$15.4M0.33%
Incyte Corporation134KUS$15.2M0.33%
Berkshire Hathaway Inc.27,443US$13.7M0.30%
American Express Company40,175US$13.6M0.29%
The Hershey Company67,491US$11.8M0.26%
Chevron Corporation70,208US$11.6M0.25%
Salesforce, Inc.72,567US$11.4M0.25%
Verizon Communications Inc.264KUS$11.2M0.24%
Walt Disney Company (the)113KUS$10.9M0.23%
Charles Schwab Corporation (the)113KUS$10.4M0.23%
Pepsico, Inc.74,734US$10.1M0.22%
T. Rowe Price Group, Inc.88,320US$10M0.22%
Eli Lilly And Company8,232US$9.87M0.21%
Generac Holdings Inc.33,633US$9.85M0.21%
Abbott Laboratories108KUS$9.76M0.21%
Gsk Plc183KUS$9.58M0.21%
Intel Corporation67,910US$9.48M0.21%
Lockheed Martin Corporation17,178US$8.75M0.19%
Rtx Corporation45,711US$8.67M0.19%
Textron Inc.92,906US$8.52M0.18%
Zions Bancorporation N.a.121KUS$8.39M0.18%
Ametek, Inc.30,429US$7.36M0.16%
Biogen Inc.33,877US$7.32M0.16%
Ge Aerospace19,171US$7.16M0.15%
Automatic Data Processing, Inc.31,435US$7.04M0.15%
Lam Research Corporation15,874US$6.88M0.15%
Adobe Inc.32,999US$6.77M0.15%
Xylem Inc.56,507US$6.68M0.14%
Ge Vernova Inc.5,656US$6.64M0.14%
Thermo Fisher Scientific Inc13,129US$6.58M0.14%
Clorox Company (the)67,169US$6.41M0.14%
Comcast Corporation258KUS$6.32M0.14%
International Business Machines Corporation21,008US$5.91M0.13%
The Bank Of New York Mellon Corporation39,994US$5.78M0.13%
Packaging Corporation Of America24,126US$5.75M0.12%
Walmart Inc.50,675US$5.74M0.12%
Caterpillar, Inc.5,291US$5.63M0.12%
Tesla, Inc.13,380US$5.63M0.12%
Align Technology, Inc.33,208US$5.6M0.12%
U.s. Bancorp89,299US$5.39M0.12%
Texas Pacific Land Corporation12,314US$5.39M0.12%
Crowdstrike Holdings, Inc.7,040US$5.37M0.12%
Merck & Company, Inc.41,284US$5.3M0.11%
Mastercard Incorporated10,195US$5.24M0.11%
Texas Instruments Incorporated17,428US$5.19M0.11%
Procter & Gamble Company (the)35,208US$5.16M0.11%
Novo Nordisk A/s Class B106KUS$5.09M0.11%
Constellation Brands, Inc.36,363US$5.06M0.11%
Cognizant Technology Solutions Corporation122KUS$4.74M0.10%
Tjx Companies, Inc. (the)31,244US$4.73M0.10%
Omnicom Group Inc.63,362US$4.61M0.10%
Autodesk, Inc.23,569US$4.58M0.10%
Paychex, Inc.44,471US$4.37M0.09%
Home Depot, Inc. (the)12,169US$4.29M0.09%
Coca-cola Company (the)52,742US$4.29M0.09%
Atlassian Corporation55,062US$4.28M0.09%
Costco Wholesale Corporation4,257US$3.98M0.09%
Airbnb, Inc.26,472US$3.79M0.08%
Goldman Sachs Group, Inc. (the)3,683US$3.73M0.08%
United Parcel Service, Inc.34,606US$3.72M0.08%
Unitedhealth Group Incorporated8,880US$3.69M0.08%
Toronto-dominion Bank29,985US$3.64M0.08%
Welltower Inc.15,957US$3.62M0.08%
Mcdonald's Corporation13,393US$3.62M0.08%
Morgan Stanley17,093US$3.57M0.08%
Zoom Communications, Inc.41,105US$3.55M0.08%
Servicenow, Inc.31,414US$3.12M0.07%
Wells Fargo & Company36,958US$3.05M0.07%
Union Pacific Corporation10,621US$2.89M0.06%
Deere & Company4,519US$2.87M0.06%
Illinois Tool Works Inc.9,947US$2.69M0.06%
Expedia Group, Inc.10,227US$2.62M0.06%

Every holding of GRIMES & Co WEALTH MANAGEMENT, LLC

Source

View original at SEC

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