Institutional Manager · CIK 0001321993
GRIMES & COMPANY, INC.
WESTBOROUGH, MA · File #028-11551
Latest AUM
$4.19B
Positions
552
Top-10 Concentration
59.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025552 pos · $4.19B
- 13F HOLDINGS REPORTQ/E Sep 2025517 pos · $4.05B
- 13F HOLDINGS REPORTQ/E Jun 2025476 pos · $3.67B
- 13F HOLDINGS REPORTQ/E Mar 2025430 pos · $3.23B
- 13F HOLDINGS REPORTQ/E Dec 2024448 pos · $3.47B
- 13F HOLDINGS REPORTQ/E Sep 2024429 pos · $3.70B
- 13F HOLDINGS REPORTQ/E Jun 2024404 pos · $3.34B
- 13F HOLDINGS REPORTQ/E Mar 2024400 pos · $3.25B
- 13F HOLDINGS REPORTQ/E Dec 2023357 pos · $2.59B
- 13F HOLDINGS REPORTQ/E Sep 2023363 pos · $2.82B
- 13F HOLDINGS REPORTQ/E Jun 2023353 pos · $2.44B
- 13F HOLDINGS REPORTQ/E Mar 2023348 pos · $2.37B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 3,575,462 | $319.9M | 10.17% |
| 2 | VANGUARD INDEX FDS | 922908751 | 1,109,587 | $286.2M | 9.10% |
| 3 | ISHARES TR | 464287200 | 256,954 | $176.0M | 5.60% |
| 4 | SPDR SERIES TRUST | 78468R408 | 6,868,188 | $173.9M | 5.53% |
| 5 | ISHARES TR | 46435U853 | 4,609,568 | $172.4M | 5.48% |
| 6 | SPDR SERIES TRUST | 78468R606 | 7,246,584 | $171.5M | 5.45% |
| 7 | ISHARES INC | 46434G103 | 2,545,417 | $171.1M | 5.44% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 1,092,203 | $157.2M | 5.00% |
| 9 | JOHN HANCOCK EXCHANGE TRADED | 47804J107 | 1,583,127 | $126.4M | 4.02% |
| 10 | APPLE INC | AAPL | 416,314 | $113.2M | 3.60% |
| 11 | MICROSOFT CORP | MSFT | 172,007 | $83.2M | 2.64% |
| 12 | SELECT SECTOR SPDR TR | 81369Y852 | 536,198 | $63.1M | 2.01% |
| 13 | SELECT SECTOR SPDR TR | 81369Y209 | 399,881 | $61.9M | 1.97% |
| 14 | VANGUARD INDEX FDS | 922908736 | 118,818 | $58.0M | 1.84% |
| 15 | SPDR SERIES TRUST | 78464A284 | 2,142,746 | $53.4M | 1.70% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 1,018,379 | $51.9M | 1.65% |
| 17 | NVIDIA CORPORATION | NVDA | 253,234 | $47.2M | 1.50% |
| 18 | ALPHABET INC | GOOG | 149,553 | $46.8M | 1.49% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 144,378 | $43.9M | 1.39% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 773,857 | $36.3M | 1.15% |