GRIMES & Co WEALTH MANAGEMENT
WESTBOROUGH, MAfiles as GRIMES & Co WEALTH MANAGEMENT, LLC
$4.6bn in 449 US stocks at the end of 30 June 2026. The top 10 are 44.4% of the money. It changed about 15.1% of the portfolio this quarter.
Value
$4.6bn
Stocks
449
Top 10 share
44.4%
Turnover
15.1%
What changed this quarter
New
Bought for the first time this quarter.
- Spdr Series TrustJNK3.4% of the fund
- Vaneck ETF TrustHYD1.1% of the fund
- Ishares TRIGV0.1% of the fund
- Omnicom GroupOMC<0.1% of the fund
- AutodeskADSK<0.1% of the fund
- AtlassianTEAM<0.1% of the fund
- AirbnbABNB<0.1% of the fund
- ServiceNowNOW<0.1% of the fund
- Spdr Series TrustSPTI<0.1% of the fund
- Edwards LifesciencesEW<0.1% of the fund
- Arch Capital GroupACGL<0.1% of the fund
- WatersWAT<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- Vanguard World FDVFH<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Burlington StoresBURL<0.1% of the fund
- SempraSRE<0.1% of the fund
- Revolution MedicinesRVMD<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Invesco Exchange Traded FD TRSPT<0.1% of the fund
- Qnity ElectronicsQ<0.1% of the fund
- PrologisPLD<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVB7.7% of the fund+3%
- Ishares TRIEFA7.7% of the fund+3%
- Ishares TRIVV4.2% of the fund+6%
- Select Sector Spdr TRXLK3.8% of the fund+28%
- Ishares TRHYG3.8% of the fund+2055%
- Select Sector Spdr TRXLI1.3% of the fund+106%
- Select Sector Spdr TRXLV1.2% of the fund+9%
- American Centy ETF TRAVLC1.0% of the fund+11%
- Amazon.comAMZN0.9% of the fund+3%
- AlphabetGOOG0.8% of the fund+18%
- Select Sector Spdr TRXLF0.7% of the fund+114%
- Select Sector Spdr TRXLP0.7% of the fund+22%
- Select Sector Spdr TRXLY0.7% of the fund+228%
- J P Morgan Exchange Traded FJIRE0.7% of the fund+19%
- Dimensional ETF TrustDFAE0.6% of the fund+8%
- Select Sector Spdr TRXLB0.5% of the fund+7%
- Select Sector Spdr TRXLE0.5% of the fund+5%
- ExxonMobil HoldingsXOM0.4% of the fund+5%
- Ishares TRAGG0.3% of the fund+7%
- Kimberly-ClarkKMB0.3% of the fund+3%
- Schwab Strategic TRSCHX0.3% of the fund+18%
- American ExpressAXP0.3% of the fund+2%
- Berkshire HathawayBRK-B0.3% of the fund+3%
- HersheyHSY0.3% of the fund+21%
- ChevronCVX0.3% of the fund+2%
Cut
Sold some of their stake.
- John Hancock Exchange TradedJHML2.9% of the fund-3%
- Select Sector Spdr TRXLC0.9% of the fund-39%
- Invesco Exchange Traded FD TRSP0.9% of the fund-22%
- Invesco Exchange Traded FD TPRF0.9% of the fund-2%
- Hewlett Packard EnterpriseHPE0.7% of the fund-4%
- AbbVieABBV0.6% of the fund-6%
- First TR Exchange Traded FDFTXL0.5% of the fund-2%
- ETF SER Solutions0.4% of the fund-11%
- KLAKLAC0.4% of the fund-21%
- Gilead SciencesGILD0.4% of the fund-7%
- VisaV0.4% of the fund-3%
- Ishares TRSGOV0.3% of the fund-10%
- SalesforceCRM0.2% of the fund-3%
- Price T Rowe GroupTROW0.2% of the fund-49%
- Generac HoldingsGNRC0.2% of the fund-6%
- Abbott LaboratoriesABT0.2% of the fund-10%
- TextronTXT0.2% of the fund-26%
- BiogenBIIB0.2% of the fund-2%
- General ElectricGE0.2% of the fund-3%
- Lam ResearchLRCX0.1% of the fund-14%
- AdobeADBE0.1% of the fund-4%
- XylemXYL0.1% of the fund-3%
- International Business MachinesIBM0.1% of the fund-7%
- Texas InstrumentsTXN0.1% of the fund-22%
- PaychexPAYX<0.1% of the fund-55%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- McCormickMKC-100%
- PayPal HoldingsPYPL-100%
- WorkdayWDAY-100%
- lululemon athleticaLULU-100%
- O'Reilly AutomotiveORLY-100%
- Honeywell InternationalHON-100%
- Republic ServicesRSG-100%
- Avery DennisonAVY-100%
- Williams CompaniesWMB-100%
- Hudson TechnologiesHDSN-100%
- Topbuild COR-100%
- CamecoCCJ-100%
- Ishares TRNYF-100%
- Amicus Therapeutics-100%
- Hologic-100%
- S&P GlobalSPGI-100%
- Occidental PetroleumOXY-100%
- Ishares Gold TRIAU-100%
- HCA HealthcareHCA-100%
- American TowerAMT-100%
- Electronic ArtsEA-100%
- GFL EnvironmentalGFL-100%
- Versant Media GroupVSNT-100%
- IsharesRING-100%
Holdings
- Vanguard Index FDSVB
- Share
- 7.7%
- Value
- $357m
- Shares
- 1,178,370
+3%
- Ishares TRIEFA
- Share
- 7.7%
- Value
- $355m
- Shares
- 3,677,104
+3%
- IsharesIEMG
- Share
- 4.5%
- Value
- $209m
- Shares
- 2,523,223
Held
- Ishares TRIVV
- Share
- 4.2%
- Value
- $194m
- Shares
- 258,792
+6%
- Select Sector Spdr TRXLK
- Share
- 3.8%
- Value
- $176m
- Shares
- 925,282
+28%
- Ishares TRHYG
- Share
- 3.8%
- Value
- $175m
- Shares
- 2,189,127
+2055%
- Spdr Series TrustSJNK
- Share
- 3.7%
- Value
- $171m
- Shares
- 6,818,664
Held
- Spdr Series TrustJNK
- Share
- 3.4%
- Value
- $158m
- Shares
- 1,638,298
New
- John Hancock Exchange TradedJHML
- Share
- 2.9%
- Value
- $135m
- Shares
- 1,515,219
-3%
- Select Sector Spdr TRXLI
- Share
- 1.3%
- Value
- $62m
- Shares
- 335,833
+106%
- Vanguard Index FDSVUG
- Share
- 1.3%
- Value
- $61m
- Shares
- 703,389
Held
- Select Sector Spdr TRXLV
- Share
- 1.2%
- Value
- $54m
- Shares
- 340,013
+9%
- Vaneck ETF TrustHYD
- Share
- 1.1%
- Value
- $50m
- Shares
- 968,763
New
- American Centy ETF TRAVLC
- Share
- 1.0%
- Value
- $44m
- Shares
- 493,444
+11%
- Select Sector Spdr TRXLC
- Share
- 0.9%
- Value
- $42m
- Shares
- 390,521
-39%
- Invesco Exchange Traded FD TRSP
- Share
- 0.9%
- Value
- $41m
- Shares
- 192,811
-22%
- Invesco Exchange Traded FD TPRF
- Share
- 0.9%
- Value
- $40m
- Shares
- 745,956
-2%
- Select Sector Spdr TRXLF
- Share
- 0.7%
- Value
- $34m
- Shares
- 626,956
+114%
- Select Sector Spdr TRXLP
- Share
- 0.7%
- Value
- $34m
- Shares
- 404,057
+22%
- Select Sector Spdr TRXLY
- Share
- 0.7%
- Value
- $32m
- Shares
- 275,382
+228%
- J P Morgan Exchange Traded FJIRE
- Share
- 0.7%
- Value
- $30m
- Shares
- 365,229
+19%
- Dimensional ETF TrustDFAE
- Share
- 0.6%
- Value
- $26m
- Shares
- 644,554
+8%
- First TR Exchange Traded FDFTXL
- Share
- 0.5%
- Value
- $23m
- Shares
- 81,575
-2%
- Select Sector Spdr TRXLB
- Share
- 0.5%
- Value
- $23m
- Shares
- 444,783
+7%
- Select Sector Spdr TRXLE
- Share
- 0.5%
- Value
- $22m
- Shares
- 410,035
+5%
- ETF SER Solutions
- Share
- 0.4%
- Value
- $20m
- Shares
- 830,826
-11%
- Ishares TRIJR
- Share
- 0.4%
- Value
- $18m
- Shares
- 123,081
Held
- Ishares TRAGG
- Share
- 0.3%
- Value
- $16m
- Shares
- 163,475
+7%
- Ishares TRSGOV
- Share
- 0.3%
- Value
- $16m
- Shares
- 158,976
-10%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $16m
- Shares
- 21,072
Held
- Ishares TRIJH
- Share
- 0.3%
- Value
- $14m
- Shares
- 180,370
Held
- Schwab Strategic TRSCHX
- Share
- 0.3%
- Value
- $14m
- Shares
- 463,013
+18%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $13m
- Shares
- 44,146
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.2%
- Value
- $11m
- Shares
- 225,582
Held
- Fidelity Covington TrustFTEC
- Share
- 0.2%
- Value
- $11m
- Shares
- 37,112
Held
- Ishares TREFA
- Share
- 0.2%
- Value
- $10m
- Shares
- 99,527
Held
- GSKGSK
- Share
- 0.2%
- Value
- $10m
- Shares
- 182,745
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $8m
- Shares
- 11,746
Held
- Schwab Strategic TRSCHF
- Share
- 0.2%
- Value
- $8m
- Shares
- 284,993
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $7m
- Shares
- 97,107
+6%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVB | 7.7% | $357m | 1,178,370 | +3% |
| Ishares TRIEFA | 7.7% | $355m | 3,677,104 | +3% |
| IsharesIEMG | 4.5% | $209m | 2,523,223 | Held |
| Ishares TRIVV | 4.2% | $194m | 258,792 | +6% |
| Select Sector Spdr TRXLK | 3.8% | $176m | 925,282 | +28% |
| Ishares TRHYG | 3.8% | $175m | 2,189,127 | +2055% |
| Spdr Series TrustSJNK | 3.7% | $171m | 6,818,664 | Held |
| Spdr Series TrustJNK | 3.4% | $158m | 1,638,298 | New |
| John Hancock Exchange TradedJHML | 2.9% | $135m | 1,515,219 | -3% |
| AppleAAPL | 2.7% | $123m | 426,013 | Held |
| NvidiaNVDA | 1.5% | $69m | 343,683 | Held |
| MicrosoftMSFT | 1.4% | $66m | 177,461 | Held |
| Taiwan Semiconductor ManufacturingTSM | 1.4% | $64m | 134,811 | Held |
| Select Sector Spdr TRXLI | 1.3% | $62m | 335,833 | +106% |
| Vanguard Index FDSVUG | 1.3% | $61m | 703,389 | Held |
| Select Sector Spdr TRXLV | 1.2% | $54m | 340,013 | +9% |
| Advanced Micro DevicesAMD | 1.1% | $52m | 89,860 | Held |
| Vaneck ETF TrustHYD | 1.1% | $50m | 968,763 | New |
| AlphabetGOOGL | 1.0% | $47m | 132,821 | Held |
| Applied MaterialsAMAT | 1.0% | $45m | 62,818 | Held |
| American Centy ETF TRAVLC | 1.0% | $44m | 493,444 | +11% |
| Select Sector Spdr TRXLC | 0.9% | $42m | 390,521 | -39% |
| Amazon.comAMZN | 0.9% | $42m | 175,147 | +3% |
| Invesco Exchange Traded FD TRSP | 0.9% | $41m | 192,811 | -22% |
| Invesco Exchange Traded FD TPRF | 0.9% | $40m | 745,956 | -2% |
| AlphabetGOOG | 0.8% | $37m | 103,452 | +18% |
| Select Sector Spdr TRXLF | 0.7% | $34m | 626,956 | +114% |
| Select Sector Spdr TRXLP | 0.7% | $34m | 404,057 | +22% |
| Select Sector Spdr TRXLY | 0.7% | $32m | 275,382 | +228% |
| Micron TechnologyMU | 0.7% | $32m | 27,603 | Held |
| Hewlett Packard EnterpriseHPE | 0.7% | $31m | 684,606 | -4% |
| Johnson & JohnsonJNJ | 0.7% | $31m | 120,363 | Held |
| JPMorgan ChaseJPM | 0.7% | $30m | 93,017 | Held |
| J P Morgan Exchange Traded FJIRE | 0.7% | $30m | 365,229 | +19% |
| AmgenAMGN | 0.6% | $29m | 80,582 | Held |
| QualcommQCOM | 0.6% | $29m | 157,757 | Held |
| Cisco SystemsCSCO | 0.6% | $28m | 235,213 | Held |
| AbbVieABBV | 0.6% | $26m | 103,634 | -6% |
| Dimensional ETF TrustDFAE | 0.6% | $26m | 644,554 | +8% |
| BroadcomAVGO | 0.5% | $25m | 67,043 | Held |
| EatonETN | 0.5% | $25m | 59,256 | Held |
| Regions FinancialRF | 0.5% | $25m | 835,596 | Held |
| Meta PlatformsMETA | 0.5% | $25m | 43,780 | Held |
| First TR Exchange Traded FDFTXL | 0.5% | $23m | 81,575 | -2% |
| Select Sector Spdr TRXLB | 0.5% | $23m | 444,783 | +7% |
| ASML Holding NVASML | 0.5% | $22m | 11,100 | Held |
| Select Sector Spdr TRXLE | 0.5% | $22m | 410,035 | +5% |
| Bristol-Myers SquibbBMY | 0.5% | $21m | 370,909 | Held |
| ETF SER Solutions | 0.4% | $20m | 830,826 | -11% |
| PfizerPFE | 0.4% | $19m | 805,088 | Held |
| KLAKLAC | 0.4% | $19m | 63,613 | -21% |
| Ishares TRIJR | 0.4% | $18m | 123,081 | Held |
| EOG ResourcesEOG | 0.4% | $17m | 134,850 | Held |
| Gilead SciencesGILD | 0.4% | $17m | 137,963 | -7% |
| VisaV | 0.4% | $17m | 50,625 | -3% |
| ExxonMobil HoldingsXOM | 0.4% | $17m | 122,637 | +5% |
| Ishares TRAGG | 0.3% | $16m | 163,475 | +7% |
| Bank of AmericaBAC | 0.3% | $16m | 283,606 | Held |
| Ishares TRSGOV | 0.3% | $16m | 158,976 | -10% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $16m | 21,072 | Held |
| Kimberly-ClarkKMB | 0.3% | $15m | 140,069 | +3% |
| IncyteINCY | 0.3% | $15m | 134,448 | Held |
| MedtronicMDT | 0.3% | $14m | 179,580 | Held |
| Ishares TRIJH | 0.3% | $14m | 180,370 | Held |
| Schwab Strategic TRSCHX | 0.3% | $14m | 463,013 | +18% |
| American ExpressAXP | 0.3% | $14m | 40,175 | +2% |
| Ishares TRIWM | 0.3% | $13m | 44,146 | Held |
| Berkshire HathawayBRK-B | 0.3% | $12m | 24,450 | +3% |
| HersheyHSY | 0.3% | $12m | 67,491 | +21% |
| ChevronCVX | 0.3% | $12m | 70,208 | +2% |
| SalesforceCRM | 0.2% | $11m | 72,567 | -3% |
| Spdr Index SHS FDSSPDW | 0.2% | $11m | 225,582 | Held |
| Verizon CommunicationsVZ | 0.2% | $11m | 264,306 | Held |
| Walt DisneyDIS | 0.2% | $11m | 112,764 | Held |
| Fidelity Covington TrustFTEC | 0.2% | $11m | 37,112 | Held |
| Charles SchwabSCHW | 0.2% | $10m | 112,739 | +308% |
| SLB LimitedSLB | 0.2% | $10m | 223,649 | Held |
| Ishares TREFA | 0.2% | $10m | 99,527 | Held |
| PepsiCoPEP | 0.2% | $10m | 74,734 | Held |
| Price T Rowe GroupTROW | 0.2% | $10m | 88,320 | -49% |
| Eli LillyLLY | 0.2% | $10m | 8,232 | +2% |
| Generac HoldingsGNRC | 0.2% | $10m | 33,633 | -6% |
| Abbott LaboratoriesABT | 0.2% | $10m | 107,540 | -10% |
| GSKGSK | 0.2% | $10m | 182,745 | Held |
| IntelINTC | 0.2% | $9m | 67,910 | +30% |
| Lockheed MartinLMT | 0.2% | $9m | 17,178 | Held |
| RTXRTX | 0.2% | $9m | 45,711 | Held |
| TextronTXT | 0.2% | $9m | 92,906 | -26% |
| AccentureACN | 0.2% | $8m | 67,751 | +3% |
| Zions Bancorporation, National AssociationZION | 0.2% | $8m | 121,221 | Held |
| Vanguard Index FDSVOO | 0.2% | $8m | 11,746 | Held |
| Schwab Strategic TRSCHF | 0.2% | $8m | 284,993 | Held |
| AmetekAME | 0.2% | $7m | 30,429 | Held |
| BiogenBIIB | 0.2% | $7m | 33,877 | -2% |
| General ElectricGE | 0.2% | $7m | 19,171 | -3% |
| Automatic Data ProcessingADP | 0.2% | $7m | 31,435 | +846% |
| Vanguard Tax-Managed FDSVEA | 0.1% | $7m | 97,107 | +6% |
| Lam ResearchLRCX | 0.1% | $7m | 15,874 | -14% |
| AdobeADBE | 0.1% | $7m | 32,999 | -4% |
| XylemXYL | 0.1% | $7m | 56,507 | -3% |
Showing the largest 100 of 449.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.8% since 30 June 2025.
Where the money is
Technology14.8%
Health care5.3%
Financial services4.2%
Industrials3.7%
Media & telecom3.1%
Retail & consumer1.7%
Everyday goods1.7%
Energy1.5%
Materials0.3%
Utilities0.3%
Real estate0.1%
Other63.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.