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

Search and click to pin securities to the top

Page 2 of 19

Sort by:

AMAZON COM INC

AMZN|023135106

144779(+2.9%)

Value:

$27.5B(-10.8%)

81369Y506

288298(+8.3%)

Value:

$26.9B(+18.1%)

26922B543

1071218(-1.9%)

Value:

$26.7B(-2.8%)

Alphabet Inc.

GOOGL|02079K305

169571(-0.9%)

Value:

$26.2B(-19.1%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

422774(-3.0%)

Value:

$25.8B(+4.6%)

81369Y308

303202(-27.9%)

Value:

$24.8B(-25.1%)

JPMORGAN CHASE & CO

JPM|46625H100

90074(+0.8%)

Value:

$22.1B(+3.1%)

AbbVie Inc.

ABBV|00287Y109

103106(+0.8%)

Value:

$21.6B(+18.9%)

REGIONS FINANCIAL CORP

RF|7591EP100

973369(+1.1%)

Value:

$21.2B(-6.6%)

Accenture plc

ACN|G1151C101

66645(+1.7%)

Value:

$20.8B(-9.8%)

Hewlett Packard Enterprise Co

HPE|42824C109

1318417(+1.5%)

Value:

$20.3B(-26.7%)

KIMBERLY CLARK CORP

KMB|494368103

142173(+1.2%)

Value:

$20.2B(+9.8%)

46137V357

RSP|46137V357

116127(-36.0%)

Value:

$20.1B(-36.7%)

81369Y407

100287(-48.6%)

Value:

$19.8B(-54.7%)

EOG RESOURCES INC

EOG|26875P101

150425(+1.7%)

Value:

$19.3B(+6.4%)

PRICE T ROWE GROUP INC

TROW|74144T108

209819(+9.8%)

Value:

$19.3B(-10.8%)

PAYCHEX INC

PAYX|704326107

122595(-29.1%)

Value:

$18.9B(-22.0%)

81369Y605

372475

Value:

$18.6B

VISA INC.

V|92826C839

52593(-6.0%)

Value:

$18.4B(+4.2%)

GILEAD SCIENCES, INC.

GILD|375558103

163619(-8.8%)

Value:

$18.3B(+10.6%)

Instrument	Shares		Other Manager	Value
Amazon Com Inc(AMZNcusip023135106)	144.8K	QoQ +2.91% (-4.1K) YoY +14066.24% (+143.8K)	All Managers (Combined)	$27.5M	QoQ -10.75% (-$3.3M) YoY +14842.21% (+$27.4M)
(cusip81369Y506)✕	288.3K	QoQ +8.29% (+22.1K) YoY +24.41% (+56.6K)	All Managers (Combined)	$26.9M	QoQ +18.14% (+$4.1M) YoY +23.14% (+$5.1M)
(cusip26922B543)✕	1.1M	QoQ -1.87% (-20.5K) YoY -7.38% (-85.5K)	All Managers (Combined)	$26.7M	QoQ -2.76% (-$758.6K) YoY -8.34% (-$2.4M)
Alphabet Inc.(GOOGLcusip02079K305)	169.6K	QoQ -0.90% (-1.6K) YoY +8472.85% (+167.6K)	All Managers (Combined)	$26.2M	QoQ -19.05% (-$6.2M) YoY +8683.58% (+$25.9M)
Bristol Myers Squibb Co(BMYcusip110122108)	422.8K	QoQ -3.03% (-13.2K) YoY +11.06% (+42.1K)	All Managers (Combined)	$25.8M	QoQ +4.56% (-$1.1M) YoY +24.91% (+$5.1M)
(cusip81369Y308)✕	303.2K	QoQ -27.93% (-117.5K) YoY -53.85% (-353.8K)	All Managers (Combined)	$24.8M	QoQ -25.13% (-$8.3M) YoY -50.64% (-$25.4M)
Jpmorgan Chase & Co(JPMcusip46625H100)	90.1K	QoQ +0.80% (+719) YoY +56908.86% (+89.9K)	All Managers (Combined)	$22.1M	QoQ +3.15% (+$675.8K) YoY +69717.66% (+$22.1M)
Abbvie Inc.(ABBVcusip00287Y109)	103.1K	QoQ +0.83% (+852) YoY +2.85% (+2.9K)	All Managers (Combined)	$21.6M	QoQ +18.88% (+$3.4M) YoY +18.34% (+$3.3M)
Regions Financial Corp(RFcusip7591EP100)	973.4K	QoQ +1.08% (-10.5K) YoY -3.58% (-36.2K)	All Managers (Combined)	$21.2M	QoQ -6.60% (-$1.5M) YoY -0.42% (-$90.5K)
Accenture Plc(ACNcusipG1151C101)	66.6K	QoQ +1.74% (-1.1K) YoY +3.08% (-2.0K)	All Managers (Combined)	$20.8M	QoQ -9.75% (-$2.2M) YoY -7.19% (-$1.6M)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	1.3M	QoQ +1.47% (-19.1K) YoY +191.68% (+866.4K)	All Managers (Combined)	$20.3M	QoQ -26.66% (-$7.4M) YoY +153.84% (+$12.3M)
Kimberly Clark Corp(KMBcusip494368103)	142.2K	QoQ +1.16% (+1.6K) YoY +19.53% (+23.2K)	All Managers (Combined)	$20.2M	QoQ +9.79% (+$1.8M) YoY +31.42% (+$4.8M)
(RSPcusip46137V357)	116.1K	QoQ -35.97% (-65.2K) YoY -35.55% (-64.1K)	All Managers (Combined)	$20.1M	QoQ -36.70% (-$11.7M) YoY -34.08% (-$10.4M)
(cusip81369Y407)✕	100.3K	QoQ -48.56% (-94.7K) YoY -52.35% (-110.2K)	All Managers (Combined)	$19.8M	QoQ -54.73% (-$23.9M) YoY -48.83% (-$18.9M)
Eog Resources Inc(EOGcusip26875P101)	150.4K	QoQ +1.67% (+2.5K) YoY +6.07% (+8.6K)	All Managers (Combined)	$19.3M	QoQ +6.36% (+$1.2M) YoY +6.41% (+$1.2M)
Price T Rowe Group Inc(TROWcusip74144T108)	209.8K	QoQ +9.79% (-18.7K) YoY +17.48% (-31.2K)	All Managers (Combined)	$19.3M	QoQ -10.80% (-$2.3M) YoY -11.47% (-$2.5M)
Paychex Inc(PAYXcusip704326107)	122.6K	QoQ -29.12% (-50.4K) YoY -37.29% (-72.9K)	All Managers (Combined)	$18.9M	QoQ -22.02% (-$5.3M) YoY -21.21% (-$5.1M)
(cusip81369Y605)✕	372.5K	QoQ NEW(+372.5K) YoY +5.75% (+20.3K)	All Managers (Combined)	$18.6M	QoQ NEW(+$18.6M) YoY +25.06% (+$3.7M)
Visa Inc.(Vcusip92826C839)	52.6K	QoQ -6.02% (-3.4K) YoY -20.71% (-13.7K)	All Managers (Combined)	$18.4M	QoQ +4.21% (-$745.6K) YoY -0.43% (-$79.9K)
Gilead Sciences, Inc.(GILDcusip375558103)	163.6K	QoQ -8.81% (-15.8K) YoY +840.01% (+146.2K)	All Managers (Combined)	$18.3M	QoQ +10.61% (-$1.8M) YoY +1337.93% (+$17.1M)