Grimes & Company, Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 368
Total Value: 3103819091
Accession Number: 0001321993-25-000004
Form Type: 13F-HR
CIK: 0001321993
Manager Name: Grimes & Company, Inc.

Data Enrichment

84% identified

308 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

368 positions • $3,103,819.091K total value

368 positions

Manager:

SEC FilingSEC DataHachi Filing

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S&P Global Inc.

SPGI|78409V104

342(+32.5%)

Value:

$173.6M(+35.1%)

Digimarc CORP

DMRC|25381B101

13271

Value:

$170.1M

Mastercard Inc

MA|57636Q104

283(-22.7%)

Value:

$155.1M(-19.5%)

TJX COMPANIES INC /DE/

TJX|872540109

1247(-12.6%)

Value:

$151.9M(-11.9%)

Equinox Gold Corp.

EQX|29446Y502

21400

Value:

$147.2M

INTUIT INC.

INTU|461202103

235(-13.9%)

Value:

$144.3M(-15.9%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

250(+28.9%)

Value:

$133.1M(+51.4%)

Autodesk, Inc.

ADSK|052769106

432(+17.1%)

Value:

$113.2M(+3.8%)

IOVANCE BIOTHERAPEUTICS, INC.

IOVA|462260100

32167(-4.3%)

Value:

$107.1M(-57.0%)

AUTOZONE INC

AZO|053332102

23(-14.8%)

Value:

$87.7M(+1.4%)

Aurora Innovation, Inc.

AUR|051774107

11000(+10.0%)

Value:

$74.0M(+17.4%)

IRONWOOD PHARMACEUTICALS INC

IRWD|46333X108

40994(-3.9%)

Value:

$60.3M(-68.1%)

Uranium Royalty Corp.

UROY|91702V101

30000

Value:

$52.8M

Meta Platforms, Inc.

META|30303M102

85(-99.8%)

Value:

$49.0M(-99.8%)

Ribbon Communications Inc.

RBBN|762544104

10030(+0.0%)

Value:

$39.3M(-5.8%)

Chubb Ltd

CB|H1467J104

123(-8.9%)

Value:

$37.1M(-0.4%)

MORGAN STANLEY

MS|617446448

263(+0.0%)

Value:

$30.7M(-7.2%)

ImmunityBio, Inc.

IBRX|45256X103

10000(+0.0%)

Value:

$30.1M(+17.6%)

Lucid Group, Inc.

LCID|549498103

11000

Value:

$26.6M

JOHNSON & JOHNSON

JNJ|478160104

155(-99.8%)

Value:

$25.7M(-99.8%)

Instrument	Shares		Other Manager	Value
S&P Global Inc.(SPGIcusip78409V104)	342	QoQ +32.55% (+84) YoY +18.75% (+54)	All Managers (Combined)	$173.6K	QoQ +35.11% (+$45.1K) YoY +41.68% (+$51.1K)
Digimarc Corp(DMRCcusip25381B101)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$170.1K	QoQ NEW(+$170.1K) YoY NEW(+$170.1K)
Mastercard Inc(MAcusip57636Q104)	283	QoQ -22.67% (-83) YoY -29.07% (-116)	All Managers (Combined)	$155.1K	QoQ -19.51% (-$37.6K) YoY -19.27% (-$37.0K)
Tjx Companies Inc /De/(TJXcusip872540109)	1.2K	QoQ -12.61% (-180) YoY -14.93% (-219)	All Managers (Combined)	$151.9K	QoQ -11.89% (-$20.5K) YoY +2.15% (-$3.2K)
Equinox Gold Corp.(EQXcusip29446Y502)	21.4K	QoQ NEW(+21.4K) YoY NEW(+21.4K)	All Managers (Combined)	$147.2K	QoQ NEW(+$147.2K) YoY NEW(+$147.2K)
Intuit Inc.(INTUcusip461202103)	235	QoQ -13.91% (-38) YoY NEW(+235)	All Managers (Combined)	$144.3K	QoQ -15.90% (-$27.3K) YoY NEW(+$144.3K)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	250	QoQ +28.86% (+56) YoY -98.53% (-16.8K)	All Managers (Combined)	$133.1K	QoQ +51.41% (+$45.2K) YoY -98.13% (-$7.0M)
Autodesk, Inc.(ADSKcusip052769106)	432	QoQ +17.07% (+63) YoY +25.94% (+89)	All Managers (Combined)	$113.2K	QoQ +3.79% (+$4.1K) YoY +26.60% (+$23.8K)
Iovance Biotherapeutics, Inc.(IOVAcusip462260100)	32.2K	QoQ -4.33% (-1.5K) YoY +9.97% (-2.9K)	All Managers (Combined)	$107.1K	QoQ -56.95% (-$141.7K) YoY -75.28% (-$326.4K)
Autozone Inc(AZOcusip053332102)	23	QoQ -14.81% (-4) YoY -14.81% (-4)	All Managers (Combined)	$87.7K	QoQ +1.43% (-$1.2K) YoY +3.05% (-$2.6K)
Aurora Innovation, Inc.(AURcusip051774107)	11.0K	QoQ +10.00% (+1.0K) YoY NEW(+11.0K)	All Managers (Combined)	$74.0K	QoQ +17.42% (+$11.0K) YoY NEW(+$74.0K)
Ironwood Pharmaceuticals Inc(IRWDcusip46333X108)	41.0K	QoQ -3.93% (-1.7K) YoY +8.56% (-3.2K)	All Managers (Combined)	$60.3K	QoQ -68.12% (-$128.8K) YoY -81.67% (-$268.6K)
Uranium Royalty Corp.(UROYcusip91702V101)	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$52.8K	QoQ NEW(+$52.8K) YoY NEW(+$52.8K)
Meta Platforms, Inc.(METAcusip30303M102)	85	QoQ -99.83% (-50.6K) YoY -99.85% (-59.1K)	All Managers (Combined)	$49.0K	QoQ -99.83% (-$29.6M) YoY -99.82% (-$28.7M)
Ribbon Communications Inc.(RBBNcusip762544104)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$39.3K	QoQ -5.76% (-$2.4K) YoY +22.50% (+$7.2K)
Chubb Ltd(CBcusipH1467J104)	123	QoQ -8.88% (-12) YoY -8.88% (-12)	All Managers (Combined)	$37.1K	QoQ -0.41% (-$156) YoY +6.18% (-$2.2K)
Morgan Stanley(MScusip617446448)	263	QoQ 0.00% (-0) YoY NEW(+263)	All Managers (Combined)	$30.7K	QoQ -7.19% (-$2.4K) YoY NEW(+$30.7K)
Immunitybio, Inc.(IBRXcusip45256X103)	10.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$30.1K	QoQ +17.57% (+$4.5K) YoY -43.94% (-$23.6K)
Lucid Group, Inc.(LCIDcusip549498103)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$26.6K	QoQ NEW(+$26.6K) YoY NEW(+$26.6K)
Johnson & Johnson(JNJcusip478160104)	155	QoQ -99.84% (-102.1K) YoY 0.00% (+0)	All Managers (Combined)	$25.7K	QoQ -99.82% (-$14.8M) YoY +4.83% (+$1.2K)