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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Eaton Corp plc

ETN|G29183103

67160(+71.0%)

Value:

$18.3B(+40.1%)

Medtronic plc

MDT|G5960L103

202790(+6.0%)

Value:

$18.2B(+19.2%)

Salesforce, Inc.

CRM|79466L302

62117(+0.1%)

Value:

$16.7B(-19.6%)

HERSHEY CO

HSY|427866108

97460(+29.8%)

Value:

$16.7B(+31.0%)

lululemon athletica inc.

LULU|550021109

57951(-1.3%)

Value:

$16.4B(-26.9%)

Walt Disney Co

DIS|254687106

161327(-1.5%)

Value:

$15.9B(-12.7%)

ADOBE INC.

ADBE|00724F101

40731(+171.2%)

Value:

$15.6B(+133.9%)

Zoom Communications, Inc.

ZM|98980L101

207442(-1.8%)

Value:

$15.3B(-11.2%)

ROBERT HALF INC.

RHI|770323103

277775(+8.1%)

Value:

$15.2B(-16.3%)

CISCO SYSTEMS, INC.

CSCO|17275R102

245534(-55.7%)

Value:

$15.2B(-53.8%)

MICRON TECHNOLOGY INC

MU|595112103

169422(+5335.4%)

Value:

$14.7B(+5511.3%)

Broadcom Inc.

AVGO|11135F101

83648(+1.0%)

Value:

$14.0B(-27.1%)

464287804

IJR|464287804

133707(-1.8%)

Value:

$14.0B(-10.9%)

464287226

133819(+2.1%)

Value:

$13.2B(+4.3%)

ADVANCED MICRO DEVICES INC

AMD|007903107

127895(+2.1%)

Value:

$13.1B(-13.1%)

Xylem Inc.

XYL|98419M100

109630

Value:

$13.1B

SPDR S&P 500 ETF TRUST

SPY|78462F103

21942(-1.3%)

Value:

$12.3B(-5.8%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

268667(+7.0%)

Value:

$12.2B(+21.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

22772(+0.9%)

Value:

$11.9B(+4.5%)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

152487(+0.8%)

Value:

$11.7B(+0.3%)

Instrument	Shares		Other Manager	Value
Eaton Corp Plc(ETNcusipG29183103)	67.2K	QoQ +71.03% (+27.9K) YoY +36.20% (+17.9K)	All Managers (Combined)	$18.3M	QoQ +40.09% (+$5.2M) YoY +18.41% (+$2.8M)
Medtronic Plc(MDTcusipG5960L103)	202.8K	QoQ +5.96% (+11.4K) YoY +4.01% (+7.8K)	All Managers (Combined)	$18.2M	QoQ +19.20% (+$2.9M) YoY +7.24% (+$1.2M)
Salesforce, Inc.(CRMcusip79466L302)	62.1K	QoQ +0.13% (-86) YoY +7312.52% (+61.3K)	All Managers (Combined)	$16.7M	QoQ -19.62% (-$4.1M) YoY +6501.87% (+$16.4M)
Hershey Co(HSYcusip427866108)	97.5K	QoQ +29.75% (+22.4K) YoY +205.53% (+65.6K)	All Managers (Combined)	$16.7M	QoQ +31.04% (+$3.9M) YoY +168.66% (+$10.5M)
Lululemon Athletica Inc.(LULUcusip550021109)	58.0K	QoQ -1.30% (-769) YoY +4081.16% (+56.6K)	All Managers (Combined)	$16.4M	QoQ -26.94% (-$6.1M) YoY +2929.63% (+$15.9M)
Walt Disney Co(DIScusip254687106)	161.3K	QoQ -1.49% (-2.4K) YoY -2.73% (-4.5K)	All Managers (Combined)	$15.9M	QoQ -12.68% (-$2.3M) YoY -21.54% (-$4.4M)
Adobe Inc.(ADBEcusip00724F101)	40.7K	QoQ +171.23% (+25.7K) YoY +141.72% (+23.9K)	All Managers (Combined)	$15.6M	QoQ +133.92% (+$8.9M) YoY +83.72% (+$7.1M)
Zoom Communications, Inc.(ZMcusip98980L101)	207.4K	QoQ -1.80% (-3.8K) YoY +23.83% (+39.9K)	All Managers (Combined)	$15.3M	QoQ -11.23% (-$1.9M) YoY +39.75% (+$4.4M)
Robert Half Inc.(RHIcusip770323103)	277.8K	QoQ +8.13% (-20.9K) YoY +23.17% (-52.3K)	All Managers (Combined)	$15.2M	QoQ -16.28% (-$2.9M) YoY -15.24% (-$2.7M)
Cisco Systems, Inc.(CSCOcusip17275R102)	245.5K	QoQ -55.68% (-308.6K) YoY -54.54% (-294.7K)	All Managers (Combined)	$15.2M	QoQ -53.80% (-$17.7M) YoY -43.80% (-$11.8M)
Micron Technology Inc(MUcusip595112103)	169.4K	QoQ +5335.41% (+166.3K) YoY +5994.31% (+166.6K)	All Managers (Combined)	$14.7M	QoQ +5511.29% (+$14.5M) YoY +4391.94% (+$14.4M)
Broadcom Inc.(AVGOcusip11135F101)	83.6K	QoQ +0.99% (-823) YoY +694.00% (+73.1K)	All Managers (Combined)	$14.0M	QoQ -27.06% (-$5.2M) YoY +0.29% (+$41.8K)
(IJRcusip464287804)	133.7K	QoQ -1.83% (-2.5K) YoY -3.33% (-4.6K)	All Managers (Combined)	$14.0M	QoQ -10.90% (-$1.7M) YoY -8.53% (-$1.3M)
(cusip464287226)✕	133.8K	QoQ +2.14% (+2.8K) YoY +19.28% (+21.6K)	All Managers (Combined)	$13.2M	QoQ +4.27% (+$543.0K) YoY +20.48% (+$2.3M)
Advanced Micro Devices Inc(AMDcusip007903107)	127.9K	QoQ +2.15% (-2.7K) YoY -6.79% (-9.3K)	All Managers (Combined)	$13.1M	QoQ -13.10% (-$2.0M) YoY -46.94% (-$11.6M)
Xylem Inc.(XYLcusip98419M100)	109.6K	QoQ NEW(+109.6K) YoY NEW(+109.6K)	All Managers (Combined)	$13.1M	QoQ NEW(+$13.1M) YoY NEW(+$13.1M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	21.9K	QoQ -1.28% (-285) YoY +7.04% (+1.4K)	All Managers (Combined)	$12.3M	QoQ -5.77% (-$752.7K) YoY +14.47% (+$1.6M)
Verizon Communications Inc(VZcusip92343V104)	268.7K	QoQ +7.05% (+17.7K) YoY +4.97% (+12.7K)	All Managers (Combined)	$12.2M	QoQ +21.42% (+$2.2M) YoY +13.47% (+$1.4M)
Unitedhealth Group Inc(UNHcusip91324P102)	22.8K	QoQ +0.95% (+215) YoY -10.72% (-2.7K)	All Managers (Combined)	$11.9M	QoQ +4.52% (+$515.9K) YoY -5.48% (-$692.3K)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	152.5K	QoQ +0.79% (+1.2K) YoY -1.65% (-2.6K)	All Managers (Combined)	$11.7M	QoQ +0.27% (+$32.1K) YoY +2.65% (-$301.6K)